Oracle Corporation reported strong cloud growth and raised its revenue outlook, but underlying revenue growth was minimal.
Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason.
OCI may grow ~115% YoY, but the stock needs more than speed: better GPUaaS economics and no fresh capex surprise. OCI is the number that matters Oracle guides total cloud revenue growth of 58%–64% YoY ...
The executive chair of Oracle and its CEO will be asked to justify why a project budgeted at $10bn is costing taxpayers $17bn more.
Companies keep bolting AI and LLM features onto their products, and the security results are starting to show a pattern. The vulnerabilities those features create get rated high risk far more often ...
Oracle is joining a growing wave of tech companies cutting jobs as they pour billions into artificial intelligence. This morning, the company began implementing sweeping layoffs across multiple ...
During this week’s Oracle AI Summit in London, Steve Miranda, executive vice-president of Oracle applications development, spoke about how the company positions agentic artificial intelligence (AI).
OpenAI is walking away from expanding its flagship Stargate data center with Oracle because it wants next-generation Nvidia chips at new sites instead. Oracle is the only major player funding the AI ...
Oracle is considering cutting 20,000 to 30,000 jobs and selling some of its activities as US banks pull back from financing the company’s AI data-center expansion, according to investment bank TD ...
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 said in its earnings report that remaining performance obligations jumped 359% from a year earlier. The company now sees $144 billion in cloud infrastructure revenue in the 2030 fiscal year, up ...
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