The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...

Analysts provided their opinions on this AI giant. The artificial intelligence wave has positioned Oracle as the key AI infrastructure development player. This apparent position overshadowed the ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle shares have risen 50% in 2024 after its boffo 2025 fiscal Q1 ...

Oracle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this ...

A niche in high-performance computing gives Oracle a cost advantage.

Oracle's valuation faces significant concentrated risk to OpenAI, which needs to deliver on its revenue projection to meet its $300 billion commitment. OpenAI will face competition from big tech with ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...