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

Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...

Wondering if Oracle is still a smart buy after its huge multiyear run, or if the easy money has already been made? This ...

Cloud infrastructure and data center-related stocks have rebounded in premarket trading on Friday, recovering some losses after a recent selloff tied to financing concerns across the artificial ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...

With a 43% rise year-to-date (YTD), Oracle stock (NYSE:ORCL) has fared much better than the broader S&P 500 index, which has gained 7%. This outperformance is partly attributed to rising demand for ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...