Oracle has defied expectations and delivered a 125% total return in a period of roughly 3 years. The sentiment towards the company has shifted dramatically in recent months and this could be a problem ...

The cloud computing competitor trades for a lower valuation than its bigger peers.

Oracle's partner in a $300 billion deal, OpenAI, is projected not to be cash generative until 2030. The bond markets are growing stressed about the company's future financing needs. This appears to be ...

Just five months ago, Oracle(NYSE: ORCL) had a historic surge that pushed its market capitalization close to $1 trillion and briefly made Larry Ellison, the co-founder, chair, and CTO of Oracle, the ...

Oracle faces massive job cuts, potentially 20,000-30,000, to fund its costly $300 billion OpenAI partnership. The tech giant has already spent $58 billion on data centers and is struggling with rising ...

Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...