How is the ongoing ownership battle over Warner Bros. tied to Nashville? The Ellison family's involvement is key.

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle reported first-quarter financial results in September with revenue and earnings per share missing analyst estimates. Guidance from the company sent shares higher, with Oracle one of the ...

DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...

Oracle Corp. co-founder and Chairman Larry Ellison added to the number of employees who report to him after the company changed chief executive officers in September. About 64,000 workers at the ...

Analysts have optimistic price targets on Oracle stock. The company expects AI infrastructure deals to lead to an explosion in cloud computing revenue. A megadeal with OpenAI carries some risk.