Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

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 ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

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 ...

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) may have more room to run as much as 50% as its expanding artificial intelligence and cloud businesses strengthen long-term growth ...

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 ...

Oracle’s new dual chief executives defended the company’s massive new investment in data centers, saying it will offer computing firepower and a suite of bundled services that will make artificial ...

Oracle has silently fixed an Oracle E-Business Suite vulnerability (CVE-2025-61884) that was actively exploited to breach servers, with a proof-of-concept exploit publicly leaked by the ShinyHunters ...

One of Oracle's two recently appointed CEOs, Clay Magouyrk, told CNBC's David Faber that he's confident OpenAI will be able to pay for the cloud infrastructure it uses. OpenAI had a $5 billion net ...