Microsoft's latest move could completely change the outlook for some neocloud companies.

Are mounting debt and political backlash turning Oracle into a cautionary tale about the risks of the AI infrastructure boom?

Oracle stock has been trading under a similar cloud of worry surrounding its own use of debt. The company has jumped ...

Analyst rates Oracle Corporation a Buy: at about $127, shares trade near 6x the fiscal 2030 EPS target, pricing in ...

Oracle shares rallied with other AI stocks on Wednesday. One analyst thinks Oracle is better positioned than rivals as ...

A Bernstein analyst thinks two key investor concerns will soon subside.

Key TakeawaysOracle says a gigawatt on new AI contracts now brings in $16 billion a year at full ramp, up 60% from $10 ...

Oracle sits on a record contracted backlog while burning cash at a pace that has forced stock sales and new debt. Two numbers ...

Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that revenue, profit margins and customer diversity. Analysts on Oracle’s ...

The 78-acre development will add offices, public infrastructure, green space, and hospitality facilities on Nashville’s East ...

Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of ...