This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...
Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...
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) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...
OracleORCL stock traded lower Monday for a third consecutive day in higher-than-usual volume, with the debate about its AI cloud investments raging on. Other stocks tied to AI data center spending, ...
Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.
Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that revenue, profit margins and customer diversity. Analysts on Oracle’s ...
Oracle's stock is coming off its worst month since 2001 due to Wall Street's concern about the company's debt obligations tied to artificial intelligence. In the company's earnings report on Wednesday ...
‘We are the only applications company in the world that’s selling complete application suites,’ Oracle co-CEO Mike Sicilia says. Oracle co-CEO Clay Magouyrk sought to clarify how the vendor finances ...
Cerner was dismissed as a messy integration. Now it looks more like an AI jackpot. Oracle sits inside hospitals, insurers, clinical workflows and electronic health records — the parts of U.S. health ...