Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital ...
Over the past few weeks, cracks have started to appear in the tech sector’s growth plans for artificial intelligence.
Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
Oracle's (ORCL) stock jumped on Wednesday after fiscal third-quarter results and outlook beat estimates and drew positive ...
Q3 FY2026 earnings call recap: 20%+ revenue/EPS growth, surging AI & multicloud database, $553B RPO, and outlook—read key takeaways.
Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data ...
The expanded fund, disclosed in a filing with the US Securities and Exchange Commission following Oracle's quarterly earnings ...
The company is benefitting from customers who are looking for “ecosystem automation” rather than single applications, co-CEO Mike Sicilia said.
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is ...
On Tuesday, Oracle Corporation ORCL said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins.