Oracle Corporation remains a Buy after a selloff: accelerating IaaS growth, EPS upside, and good valuation despite capex/FCF ...

Silicon Valley trades on the idea that new evidence demands fresh thinking. ​With software straining under ​AI's threat, the ...

With a new class of enterprise applications that execute end-to-end processes, Oracle is showing how enterprise software has ...

Oracle delivers stable operating margins while raising the 2027 adjusted EPS guidance, accelerating cloud infrastructure ...

Oracle's cloud computing backlog soared 363% to $638 billion. It said most of its increased backlog over the past two ...

This assumes that OpenAI, the big customer in that revenue backlog, can come up with the cash. Oracle is making that ...

Instead, investors seem focused on the bill. Oracle's capital expenditures hit $55.7 billion in fiscal 2026 -- above the $50 billion management forecast in March -- and free cash flow came in at ...

While Oracle's backlog continues to ramp, the "key debate" is whether those contracts can be converted to revenue, Jefferies analyst Brent Thill wrote in a Wednesday note, highlighting that Oracle's ...

Oracle shares plunged after the tech giant said it expects to raise billions of dollars this fiscal year to fund its AI buildout. The news overshadowed record quarterly results and a record backlog.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Oracle Corp. released its 2025 ...

Mainframes are very much still vital for performance- and security-conscious use cases. To optimise TCO, AI and hybrid cloud can help them retain their advantages Continue Reading ...

AI stocks took a hit in 2026, creating an opportunity to pick up shares of Palantir Technologies and Oracle at a discount. Palantir and Oracle are enjoying AI-fueled customer demand for their ...