Oracle's AI data-center woes are dragging the entire stock market lower

An update on Oracle's data center plans was the latest development giving investors anxiety about the health of the AI trade ...

Oracle's Data Software Edge For Enabling AI (Rating Upgrade)

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and ...
IT News Online

New Survey of Nearly 4,300 C-suite Leaders Reveals Intensifying Demand for Faster Innovation, Higher ROI and Stronger Business Resilience

Key Finding #1: C-suites Are Aligning Long-term Strategy Around AI and Automation 44% of leaders identify AI and automation ...

The Squishy Number Behind the Rise and Fall of Oracle’s Stock

AI investors are scrutinizing a once-obscure metric related to future sales.
Barron's

Oracle Stock Is Under Pressure. How It Could Catch Up to Microsoft and Amazon.

Oracle has found itself in the line of fire as investors sound the alarm over its massive borrowing—and as broader concerns about artificial-intelligence spending rock the market.
Barron's

OpenAI Issues ‘Code Red’ Warning to Staff. Why That’s Good News for Oracle Stock.

ChatGPT-developer OpenAI has issued a “code red” warning to staff on fears it is losing its crown to Alphabet-owned Google as the leading AI company.
The Motley Fool

Why Oracle Stock Tumbled 23% in November

Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...