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 stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
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 ...
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...
RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
Oracle (ORCL) has stumbled before. It's stock plunged > 30% in span of less than 2 months in 2025, wiping out billions in market value, and erasing massive gains in single correction. If history is ...
Oracle ORCL0.25%increase; green up pointing triangle and OpenAI are working with hyperscaler Vantage Data Centers to develop a data center campus outside Milwaukee. The planned $15 billion campus in ...
The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...
Oracle is a major player in the cloud infrastructure market -- offering much-needed capacity to artificial intelligence (AI) customers. This has resulted in explosive earnings growth at the tech giant ...
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...