Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
This article contains 10 of what we believe to be the biggest stories we covered throughout the year on SD Times.
As enterprises modernize, the question is no longer whether to use SAP or non-SAP tools, but how to make them work together ...
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
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 ...
Shares of Oracle Corp. dropped more than 10% in extended trading today after the cloud and database giant missed expectations on quarterly revenue while going full-steam ahead on its ongoing ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...
Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
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 ...
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Oracle, xAI, Meta, and CoreWeave drive $120 billion off‑balance sheet AI financing
Oracle, Meta, xAI, and CoreWeave are pushing more than $120 billion of AI data center spending off their balance sheets, ...
After five decades of selling enterprise software, Oracle ORCL0.25%increase; green up pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...
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