Oracle has ratcheted up its capital expenditures as it builds data center infrastructure that can handle AI workloads.
Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.
Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See ...
Oracle just delivered a record quarter, with earnings per share and total revenue both up by more than 20% year over year. Management said this was the first time in over 15 years that Oracle ...
Update: Added that Oracle declined to comment on whether the vulnerability has been exploited. Oracle has released an out-of-band security update to fix a critical unauthenticated remote code ...
Oracle layoffs may have intentionally targeted seasoned veterans who were on the verge of significant financial payouts.
Oracle shares have surged this week amid a broader market rally, after a difficult start to the year. The cloud computing ...
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Oracle delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...
Oracle is adding a higher level of artificial intelligence (AI) autonomy to its Fusion cloud applications suite. At its AI World Tour London event today, the supplier is unveiling a capacity for the ...
SAN FRANCISCO, March 23 (Reuters) - (This March 23 story has been corrected to clarify that Oracle introduced agentic apps that work across its software suite, rather than individual AI agents, in the ...
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