Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.

Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.

Trading at a steep discount to peers, Oracle offers an asymmetric risk/reward as it emerges as the 4th major cloud ...

The company’s latest proxy filing also showed chief technology officer Larry Ellison pledged $56.6 billion in Oracle shares ...

Oracle (ORCL) stock gained 4% after introducing Fusion Claw AI governance, new compliance products, and a NetApp storage ...

Oracle CEO Clay Magouyrk touts US$30bn of new AI deals as a 55% share slide, a Wisconsin power delay and a US$24bn cash gap ...

Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone.

Cloud revenue soared 62% in the quarter to $11.61 billion, topping the $11.51 billion consensus among analysts polled by StreetAccount. Revenue from cloud infrastructure more than doubled to $7.4 ...

Oracle stock ORCL gained nearly 4% on Tuesday after a report said OpenAI’s annualized revenue run rate had risen to nearly ...

Safra Catz stepped down as Oracle’s CEO “when things are great.” A year later, the cloud business she championed is booming, ...

Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that ...