Brent Thill, Jefferies, joins 'The Exchange' to discuss the analyst's thoughts on Oracle, the software sector and more.

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments. But my prediction that Oracle would remain a ...

Oracle plans to raise between $45 billion and $50 billion this year as it looks to fund its huge bet on cloud computing to power artificial intelligence. About half of that will be in debt, which will ...

Oracle has seen its stock price decline since announcing its massive $300 billion deal with OpenAI. It has a huge backlog of contracted revenue for its cloud infrastructure but still needs to build ...

Oracle (ORCL) shares jumped 10% today after dropping 60% from September highs above $345. Oracle plans to raise $45B to $50B this year through debt and equity to fund cloud infrastructure expansion.

Shares of Oracle were stuck in a downward spiral for months, but the tide may be finally turning for the software and cloud giant. Oracle’s stock has plunged roughly 50% from its September peak — ...

Oracle, a historic enterprise software powerhouse transitioning to cloud infrastructure, experienced a stock rally on substantial volume this Monday. The driving force behind this was a crucial ...

The Oracle Corporation (ORCL) story has been an exciting one to follow. The company has been one of the rare tech stocks to make a 52-week high and then saw a 60% drawdown in the last six months. Data ...

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial ...

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Big Tech stocks tried to rally Monday after a week that saw more than $1 trillion wiped from their market caps. Oracle led the gains among the tech names. Market concerns came as companies announced ...