Oracle's ORCL aggressive AI infrastructure build-out is once again testing investor patience, even as the underlying cloud business keeps printing record numbers. The tension came into sharp focus ...

Oracle faces scrutiny as its AI cloud backlog, capital spending, borrowing, customer concentration and expanded IBM ...

Record RPO and fast cloud growth (OCI +93%, cloud +47%) say the AI demand is real. The selloff is about conversion and ...

Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.

Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to ...

Let’s talk about Oracle’s successful and expanding investment in cloud infrastructure. The company just celebrated its 45th anniversary, beat Wall Street’s estimated revenue in its fiscal fourth ...

With a focus on cost-efficiency, flexibility, and specialized use cases, Oracle has transformed from a legacy software giant to a serious contender in the public cloud space. When Oracle launched its ...

SAN FRANCISCO, Aug 14 (Reuters) - Oracle (ORCL.N), opens new tab and Alphabet (GOOGL.O), opens new tab said on Thursday their cloud computing units have struck a deal to offer Google's Gemini ...