Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

The acceptance comes amid calls for a rehearing on special contracts for DTE Energy to power the OpenAI, Oracle data center in Saline Township.

Oracle’s East Bank plans date back to before the pandemic, when Tennessee officials began recruiting the company. The state ...

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...

This article first appeared on GuruFocus. CreditSights analysts have flagged a potentially material shift in Oracle (NYSE:ORCL)'s risk profile following the company's latest regulatory filing, which ...

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...

Oracle is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...