Alphabet, Amazon, Meta, and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey ...
Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some ...
Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...
Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...
Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...
Asian shares are mixed after the U.S. stock market again approached its record high following the Federal Reserve’s cut in ...
S&P 500 futures are slipping 0.7%. Dow Jones Industrial Average futures are down 0.3%. Nasdaq 100 futures are retreating 0.9% ...
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