When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...

From a recent selloff in the shares of Nvidia Corp., to Oracle Corp.’s plunge after reporting mounting spending on AI, to ...

Oracle (NYSE: ORCL) stock skyrocketed after the company delivered its fiscal 2026 first-quarter report in early September, ...

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Further developments followed on December 9 from theFly, where Jefferies stated that OpenAI’s hiring of Denise Dresser, the ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Circle and Ripple were among the crypto upstarts that received approval on applications filed with the Office of the Comptroller of the Currency. The OCC, part of the Treasury Department, regulates ...

Broadcom on Thursday said its AI revenue will double in the current quarter, but shares slumped as investors focused on ...

On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year ...

Bond traders are showing signs of indigestion over the tens of billions of dollars [they lent this fall]( ...

The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...