Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...
Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...
Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...
The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...
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 ...
Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...
Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...
Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth and big rise in spending Business live – latest updates Oracle’s shares tumbled 15% on Thursday in ...
RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...
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