Heavy borrowing by CoreWeave and Oracle to build more AI data center capacity is spooking bond markets and debt insurance ...

Artificial intelligence (AI) and data software firm Databricks (PC:DTBRK), a rival to Snowflake ($SNOW) and Oracle ($ORCL), ...

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker ...

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ...

The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...

U.S. stocks tumbled to a session low, with the Nasdaq composite now down by more than 1.7%, as investors responded to the latest headline about Oracle Inc. The S&P 500 was off by 81 points, or 1.2%, ...

In the December 10 earnings call, Oracle CEO Larry Ellison said that the company is focusing on solving the “very important problem” of how to enable the most recent AI models to complete multistep ...