Constant growth offers your business resilience and greater sustainability, economies of scale, greater bargaining and buying ...
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...
While Oracle’s operational performance remains strong—supported by steady cloud infrastructure growth, expanding AI-related workloads, and resilient recurring revenue—the current stock price embeds ...
Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...
Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
When any company tells you it is their biggest product release in almost three decades, it’s worth listening. When the person saying it founded the world’s first cloud computing company, it’s time to ...
Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...
Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and profitability is a question mark. Investors appear to be skeptical of the ...