Oracle’s stock has been weighed down by fears of overspending on AI, but Bernstein believes the company’s big bet is on track ...

Oracle (NYSE:ORCL) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism around its AI pivot. Momentum exploded with the June announcement of the ...

Oracle disclosed a 359% gain in its long-term performance obligations for its cloud unit. Subsequent reports revealed much of the gain came from OpenAI. Then a subsequent Nvidia agreement with OpenAI ...

Oracle has eliminated nearly 30,000 jobs globally as huge investments in AI data centres and infrastructure strain its ...

Oracle (ORCL) issued $18B in bonds and secured a $38B loan to fund AI expansion. Interest payments now consume roughly 20% of quarterly net income. Oracle shares dropped 42% from their September high ...