Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...

Oracle shares fell 45% from their peak despite finishing 2025 up 17%. Growing concern centers on Oracle’s debt levels and heavy reliance on OpenAI as a single client. It might be overdone in 2026.

Welcome back! The dollar is down and gold is up, prompting chatter about a “sell America” trade. At Breakingviews, we don’t see much evidence of it. Let us know what we’re missing. Was this newsletter ...

Entering text into the input field will update the search result below Entering text into the input field will update the search result below ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...