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Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.
Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.
Ader reiterated an Overweight rating on Oracle shares with a price target of $300. Some analysts adjusted their outlooks ...
The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.
Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Oracle and OpenAI have canceled plans to expand a flagship ...
The cloud and AI specialist beat expectations and increased its guidance for next fiscal year.
Oracle (NYSE: ORCL) shares declined by 5.8% as of 11:30 a.m this morning. The stock is now down more than 28% this year as of the time of writing. Why is Oracle stock declining in 2026 There's little ...
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. The collapsed talks ...
This Q3 was the first quarter in over 15 years where organic total revenue and non-GAAP earnings per share both grew at 20% or more in USD. Cloud revenue was at the high end of our guidance, total ...
Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...
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