Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Brent Thill, Jefferies analyst, joins ‘Squawk on the Street’ to discuss concerns surrounding Oracle, how its success is linked to OpenAI’s financials, and more. Got a confidential news tip? We want to ...
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
Department heads and certain staff must take a minimum of two hours of ethics training every two years (commonly known as “AB 1234 ethics training”); Elected officials, certain appointees and ...
Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...
Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...