Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.

Oracle's spending spree is far outpacing its ability to pay for it with the cash the business actually generates. Oracle's ...

Trading at a steep discount to peers, Oracle offers an asymmetric risk/reward as it emerges as the 4th major cloud ...

Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.

The new first-party Oracle Cloud Infrastructure service is designed to let enterprises move existing NetApp workloads to the ...

NetApp and Oracle to Launch Fully Managed Cloud Storage Service for Demanding AI and Enterprise WorkloadsSecure, reliable, and performant NetApp storage is planned to be available as a native service ...

A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17 ...

Oracle Corp. delivered quarterly cloud computing revenue that exceeded Wall Street’s expectations, though the company’s gross margins narrowed.

Many major cloud companies have continued raising their AI spending forecasts as they race to build more data centers and expand AI capacity.

Oracle's Cloud Infrastructure revenue jumped 121%, but hundreds of workers were cut as the company shifts billions towards ...

Oracle (ORCL) stock gained 4% after introducing Fusion Claw AI governance, new compliance products, and a NetApp storage ...

Oracle surged while its two closest agentic AI rivals slid into the red, and the gap comes down to one product launch that ...