Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion. This morning, investors ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more ...

Oracle missed its top line, delivering $16.06 billion when Wall Street had projected $16.21 billion for the quarter. It did, however, handily beat on its bottom line, reporting earnings per share (EPS ...

Although Oracle’s price plunged on Friday a section of Wall Street remains confident the equity is likely to rally over the ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database ...

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

Oracle shares sank 13%, sparking a tech selloff as the company's massive spending and weak forecasts fanned doubts over how ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...