Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...
After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...
Oracle turned in mixed results for its latest fiscal quarter. The company has a huge backlog of AI infrastructure contracts that will translate into huge revenue growth in the coming years. Investors ...
Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...
Oracle's stock experienced a significant drop after reporting quarterly results that missed revenue expectations, largely due to substantial spending on data centers for AI customers like OpenAI. The ...
Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom, experts say: no matter how euphoric investors became over the last two years, the ...
Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Oracle remains a Strong Buy with a $463 price target, despite rising debt and investor concerns over AI infrastructure exposure. ORCL's critical role in domestic AI infrastructure, especially through ...
A team of AI researchers at Bloomberg have developed PExA, an agentic framework that achieved 70.2% execution accuracy, sharing one of the top positions on the Spider 2.0 (Snow) leaderboard, one of ...
Cox Enterprises is notifying impacted individuals of a data breach that exposed their personal data to hackers who breached the company network after exploiting a zero-day flaw in Oracle E-Business ...
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