Oracle Corporation is rated a Buy due to robust execution, margin inflection, and high potential cloud growth opportunity.

Sam Altman, Jensen Huang, and Oracle have publicly said there's no tension. "We love working with NVIDIA," Altman wrote in a post on X. "I don't get where all this insanity is coming from." Their ...

Oracle stepped back into the US high-grade market on February 2 to raise US$25bn as part of a larger US$50bn debt and equity financing as the enterprise software company sought to hold on to its ...

Oracle's Larry Ellison believes the AI race is becoming a commodity due to shared internet data. He argues the future lies in leveraging private enterprise data, a move Oracle is heavily investing in ...

NEW YORK, Jan 14 (Reuters) - Oracle (ORCL.N), opens new tab was sued on Wednesday by bondholders who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to ...

Famed investor Michael Burry, who predicted the 2008 financial crisis, and shut his hedge fund Scion Asset Management earlier this month, has been consistently critical of AI-led tech stocks over the ...

Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...