Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined ...

Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...

With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

Oracle’s stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

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

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...

Microsoft (NASDAQ:MSFT) and Salesforce are heading into 2026 with strong backing from Evercore, which says investors are not ready to wal ...