Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...
Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Oracle Corporation shares dropped 11% after a minor revenue miss on Thursday, presenting a potential buying opportunity amid strong underlying fundamentals. The Cloud firm's record $523B in RPO, up ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...
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Oracle's first-quarter results, announced in September, delivered a significant positive surprise that outweighed modest revenue shortfalls. Although revenue of $14.9 billion and adjusted earnings per ...
Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...
A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
Migrating legacy Oracle databases to the cloud is a critical step for organizations aiming to modernize their infrastructure and enhance operational efficiency. In this blog post, we’ll walk through a ...
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) may have more room to run as much as 50% as its expanding artificial intelligence and cloud businesses strengthen long-term growth ...