Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
According to DataM Intelligence, the Healthcare Cloud Computing Market size reached US$18.16 Billion in2024 from US$16.20 ...
His opposition to AI has little to do with cultural grievances or “woke” ideology — and far more to do with economic ...
The uncomfortable truth is that SDR teams rarely fail because of the individuals themselves; they fail because the systems ...
Oracle spooks the stock market after key partner refuses to fund $10B Michigan data center project - SiliconANGLE ...
Tech companies and lobbyists are investing millions of dollars to tackle a new political problem for the industry: Data centers, the lifeblood of the growing artificial intelligence economy, are ...
Dec 17 (Reuters) - Oracle said ‌talks for an equity deal to ‌support its Michigan data center project remain on schedule and do not include Blue Owl Capital, after a report of stalled negotiations ...
Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...
Oracle recently reported disappointing earnings. Broadcom's backlog of orders failed to excite artificial intelligence investors. Investors are concerned about valuations, intense spending on ...
Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.