Oracle Corp (NYSE:ORCL) is trying to balance an ambitious expansion plan with investor skepticism as it builds out its AI ...
Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure ...
Investors upset that company failed to inform them might need to take out even more debt. Datacenters don't come cheap.
Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...
Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ...
Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Given the back-to-back massive raises, despite retaining their investment-grade ratings, Oracle bonds are trading at levels ...
Burry owns put options on Oracle shares, he said in a Substack post after markets closed on Friday. Burry, who revealed ...
When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...