Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...

An oracle is a person, usually possessing long-earned wisdom, that can share reliable information about the future. Oracle is a cloud-software company, now tied closely to the artificial intelligence ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

CMH will introduce Oracle Health's clinical AI agent to automate documentation, allowing clinicians to spend more time on ...