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 ...

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

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in the Spotlight for Investors. On December 11, UBS analyst Karl Keirstead lowered the price target on the stock to $325.00 (from $380.00) ...

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 ...

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 ...

ORCL stock declined as the company faces execution risks in scaling AI and cloud capacity. Oracle denies delay.