The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and backlog to record highs.

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

If Oracle maintains this pattern of aggressive short-term rallies, current shareholders could see significant upside from ...

Oracle has been providing cloud services and managing user data for TikTok since before the creation of the TikTok USDS Joint ...

Banking, fintech, and software firms are shedding thousands of jobs, according to recent media reports. It’s not all because ...

TikTok users in the US may experience lag while trying to post content until the outage is resolved. The US version of TikTok ...

Oracle (ORCL) will release its third-quarter fiscal year 2026 results today after the market closes. Notably, ORCL stock has suffered a dramatic correction in recent months. Shares have fallen more ...

Oracle's year-to-date slump may be excessive and the stock should more than double from here, according to Jefferies. Ahead of Oracle's fiscal third-quarter earnings release on Tuesday, the bank stood ...

JPMorgan strategists, led by Dubravko Lakos‑Bujas, said the sharp drop in software stocks over the past week has created an opening for investors. According to their note, markets have been bracing ...

Oracle Corporation ORCL is one of the most anticipated earnings reports of the week, with investors and analysts looking forward to third-quarter financial results on Tuesday after market close. Here ...