that came in well above projections. Financial guidance that came in short of estimates and increased spending on artificial-intelligence infrastructure look to be worrying investors.

Oracle stock fell to its lowest levels since early June, extending its late autumn slump, as investors continue to question the huge amounts of debt the cloud-computing company is taking on to fund ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Abstract: Deploying machine learning (ML) inference pipelines in databases become increasingly prevalent in many applications. In order to avoid data transfer between the database and ML runtimes, ...

Oracle shares dropped 37.3% after Q2 2026 revenue and margin misses, but I view the sell-off as overdone. Cloud revenues surged 34% to $8B, now 50% of the total, while higher CapEx and costs reflect ...

Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

Beijing is pouring vast resources into fusion research, while the U.S. wants private industry to lead the way. The winner could reshape civilization. By Raymond Zhong Chris Buckley Keith Bradsher and ...

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 (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...