The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.

Oracle’s Quarterly Results And What They Indicate About Enterprise AI Spending

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...
Hoodline

Oracle’s Austin AI Spending Spree Triggers Investor Showdown Before April 6 Cutoff

April 6, 2026, move the court to be appointed lead plaintiff. The law firm behind the case is urging affected shareholders to ...
Computer Weekly

Oracle cost-cutting points to AI infrastructure gamble

Over the past few weeks, cracks have started to appear in the tech sector’s growth plans for artificial intelligence.
24/7 Wall St.

Oracle can self-fund AI capex without hitting credit markets, DCLA says

Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What is wrong with ...

Oracle Earnings Heated Up Its Stock—But Couldn't Spark an AI Rally

Shares of Oracle and chipmakers rose on Wednesday after a strong earnings report signaled AI demand remains healthy, but ...

Oracle is spending billions on AI data centers as cash flow turns negative

Despite operating in a different league than traditional Big Tech giants, Oracle has heavily invested in the AI-driven future of computing and cloud services. The Austin-based ...