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 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 ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

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 ...

The cost of insuring Oracle's debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader corporate sector is spending on AI and the borrowing ...

Oracle has reportedly delayed some of its data center projects set for OpenAI workloads by as much as a year. The company made the move to delay projects from 2027 to 2028, Bloomberg reports, mostly ...

The cloud computing giant missed revenue expectations, as well as announcing an increase in its planned spending on AI data centres. Global markets failed to retain the momentum sparked by an interest ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. It’s funny how perceptions change. In September, Oracle raised its estimate of next year’s capital expenditure ...

Oracle’s quarterly earnings topped expectations, but revenue came up short. Investors have question whether the company’s artificial intelligence investments are justified. Oracle picked up ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

Oracle stock (NYSE: ORCL) has dropped approximately 30% in a month, wiping out billions in market capitalization and erasing substantial prior gains. This sharp decline aligns with past patterns, ...

Oracle has reinvented itself as a leading AI infrastructure platform, driving a significant surge in share price and market relevance. ORCL's cloud segment, including Oracle Cloud Infrastructure, is ...