AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver

Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows.

3 Reasons Why Oracle's Cloud Computing Deals With Meta Platforms and OpenAI Make The "Ten Titans" Growth Stock a Top Buy Now

Oracle is a good example of why lacking a first-mover advantage isn't a deal-breaker. Oracle's data centers are newer and ...

Oracle: Its Valuation Is Not Traditionally Cheap, But The Shares Are Still Very Attractive

Discover why Oracle is a top buy, fueled by AI infrastructure growth and a $455B backlog. Click here to read my most recent ...

Oracle’s Debt Sale Is Loved by Bond Markets. But One Analyst Says It’s Time to Sell the Stock.

Bond investors aren’t known for seeking out excitement. When it comes to the kind of metrics fixed income traders are looking ...

Oracle initiated at Sell rating due to market's overestimation: Rothschild

Oracle (ORCL) received a Sell rating from Rothschild & Co Redburn as the research firm initiated coverage on the enterprise ...

Analyst Explains Why Oracle (ORCL) Valuation Is Still Attractive Despite Post-Earnings Surge

Top 10 Stocks. Oracle Corporation (NYSE:ORCL)is one of the stocks analysts were recently talking about. Tyler Radke, Citi’s co-head of U.S. software equity research, said in a recent program on CNBC ...