Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...

What To Know: While the stock rallied Monday on reports that a consortium led by Oracle, Silver Lake and MGX agreed to acquire a significant stake in TikTok's U.S. operations, sentiment appears to ...

Oracle Corp Japan reported its second-quarter 2025 earnings, showcasing strong financial performance with all revenue and profit categories reaching record highs. The company’s total revenue grew by 7 ...

Oracle’s ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s ...

Manjeet, I want to go to you first, and I actually want to start with this latest Oracle headline having to do with blue Owl. Again, this is a report from the Financial Times, which is also saying ...

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 ...

Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

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 ...

As we’ve been following, Oracle (Nasdaq: ORCL) reported Fiscal Q2 earnings after the bell and shares are down 5.6% as of 4:20 p.m. ET. Let’s look at some pros and cons from the quarter. RPO increased ...