Oracle (NYSE: ORCL) was founded as a software company in 1977, before transitioning first to cloud computing and later to ...

Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...

Oracle noted that construction of data centers may end up costing more or taking longer than expected. This could occur ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance ...

A reported deal worth more than $3bn fell apart over a US-government security framework Oracle was unwilling to add, according to Business Insider. Oracle calls the account inaccurate. The story of ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle’s ORCL second-quarter results were nuanced, with the top line coming in lower than our expectations while non-GAAP earnings per share estimates came in slightly better. Shares are down 8% due ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...