Investing.com -- Artificial intelligence will remain the main driver of software performance in 2026, with spending shifting toward infrastructure, large platforms and tools that enable AI development ...

What To Know: While the stock rallied Monday on reports that a consortium led by Oracle, Silver Lake and MGX agreed to acquire a significant stake in TikTok's U.S. operations, sentiment appears to ...

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 erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...

LONDON, Dec 11 (Reuters) - The cost of insuring Oracle (ORCL.N), opens new tab debt against default surged on Thursday to its highest in at least five years, after the company's results missed ...

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 ...

The U.S. Department of Energy, Argonne National Laboratory, NVIDIA and Oracle on Oct. 28 announced a landmark public-private partnership to deliver the DOE’s largest AI supercomputer and accelerate ...

Banks are preparing to launch a $38 billion debt offering as soon as Monday that will help fund data centers tied to Oracle Corp. in what would be the largest such deal for artificial intelligence ...