Oracle: Why The Market Ignores A $553 Billion Backlog

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...

Larry’s risky business

The risk for Oracle is that it may be sinking a lot of money into building data centers for OpenAI, only for OpenAI to be ...

Oracle Stock Is Paying the Price for OpenAI’s Failures

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Java 25: Oracle’s Big-Tent Release—and a Clearer Roadmap for What’s Next

Oracle’s Java team sat down with me last week for a fast-moving briefing on Java 25 and the broader direction of the platform. The headline: JDK 25 is an LTS release, the second on Oracle’s new ...
Computer Weekly

Oracle is turning corporate software over to AI agents

As Oracle rolls out a slew of agentic AI tools and applications, a senior company executive explains how enterprise workflows ...
Morning Overview on MSN

This wild AI tool rips off open source code without breaking copyright

In early 2025, a class-action lawsuit against GitHub, Microsoft, and OpenAI over Copilot’s use of open-source training data ...
The Next Web

Oracle needed the world’s biggest bond fund to finance the world’s biggest data centre

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.

Oracle is down big in 2026. Dan Ives says buy the dip

Oracle is making good progress toward becoming a primary infrastructure provider for artificial intelligence models, which ...