Over the past few months, investors have been treating Oracle’s stock with caution. Reflecting fears of ballooning capital expenditures and the risk Oracle could lose its investment-grade credit ...

Weekly cybersecurity recap covering emerging threats, fast-moving attacks, critical flaws, and key security developments you need to track this week.

Oracle and OpenAI have plans to build $500 billion of data centers in a venture called Stargate. JPMorgan Chase has seen slower investor interest for $38 billion of debt tied to two Stargate sites.

Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI computing capacity between customers within hours in the event that a large ...

Blue Owl Capital‘s (NYSE: OWL) decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh flashpoint for investors already on edge about the financial ...

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 ...

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

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 (ORCL) shares fell 28% in the past month as AI infrastructure fears triggered a 40% peak-to-trough correction. Oracle holds a colossal cloud contract with OpenAI and stands to benefit directly ...

The critical pre-authentication RCE flaw is added to CISA’s KEV catalog, with a warning for federal civilian agencies to apply Oracle’s October patch by December 12. The Cybersecurity and ...