“We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst ...

Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

Artificial intelligence has been a significant driver of the stock market over the past three years.

Here’s what could be next for Oracle stock.

Legendary short-seller Jim Chanos is sounding the alarm on the AI infrastructure boom, warning that a critical accounting ...

Here’s what could happen to Oracle shares next.

Oracle's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Learn why ORCL stock ...

Investors are concerned that Oracle's spending is too aggressive.

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Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following ...

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

By Amanda Cooper LONDON, Dec 11 (Reuters) - The cost of insuring Oracle's debt against the risk of default has shot up after ...