Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and ...

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...

Oracle is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

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 ...

Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...

LONDON, Dec 11 (Reuters) - The cost of insuring Oracle's (ORCL.N), opens new tab debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader ...

A company that most people have never heard of is among the year’s best-performing technology firms—and a symbol of the complex, interconnected, and potentially catastrophic ways in which AI companies ...