Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...

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 ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to ...

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...

Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...