Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness.

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 ...

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...

Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...

Enterprise software heavyweight Oracle is set to report earnings this afternoon. Last quarter, the company posted mixed results: revenue rose 12.2% year on year to $14.93 billion but came in 0.7% ...

Enterprise software heavyweight Oracle is set to report earnings this afternoon. Last quarter, the company posted mixed results: revenue rose 12.2% year on year to $14.93 billion but came in 0.7% ...

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an ...

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...

A data-center group that is closely linked to Oracle and OpenAI’s Stargate effort could test the market’s willingness to provide the trillions needed to deliver artificial intelligence over the coming ...

Sign up for the Slatest to get the most insightful analysis, criticism, and advice out there, delivered to your inbox daily. On Monday, the Atlantic’s Nick Miroff ...

While Oracle's latest quarterly results narrowly missed expectations, the company saw a big surge in contract signings in the period. The company expects its cloud infrastructure revenue to increase ...