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 has ratcheted up its capital expenditures as it builds data center infrastructure that can handle AI workloads.

Oracle’s global layoffs are being viewed not as a sign of weakness but as a strategic move to free up cash for AI expansion, boosting investor confidence in ORCL’s long-term growth story.

Oracle announced a new suite of agentic applications, and they should help Oracle maintain its competitive edge for the long run.

Oracle Corp. and Amazon Web Services Inc. seem to be putting their longstanding rivalry aside in favor of a more pragmatic ...

Once a cash-generating software stalwart, Oracle has transformed into a debt-heavy infrastructure builder. The strain is ...

Hilary Maxson, formerly group CFO at Schneider Electric, joins Oracle as it cuts 30,000 jobs and commits $50 billion to AI ...

White Falcon's strategy is to invest in the most essential software companies that possess more than one source of ...

Corporations strategically control markets with open-source software. The community participates without realizing that the ...

The chart below gets to the heart of the matter – the AI tailwind that is powering Google more broadly and Google Cloud ...

Jacob Funds, a mutual fund company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded ...