We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...

Here is how we know computing could eventually be a peer to energy, transportation, sustenance, and healthcare as a basic ...

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 is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

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) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...

Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...

DHL Supply Chain consolidated five ERPs and 30+ finance applications across 55 countries onto Oracle Fusion Cloud while simultaneously regionalizing its finance operations into centralized hubs, ...

Oracle Cloud Infrastructure on Tuesday announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. The move is the latest sign that cloud companies ...

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...