Oracle (ORCL) fell 11% after Q4 earnings despite 47% cloud growth. Analysts weigh in on the $90–95B CapEx plan and whether ...
Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest ...
Oracle's stock soared after a report of a cloud contract with OpenAI and an optimistic forecast for its AI-driven cloud infrastructure. The company projects aggressive eight-fold growth in cloud ...
Oracle delivered strong Q4 results, driven by 46% cloud revenue growth, but shares fell sharply due to surging capital ...
Oracle reported better-than-expected earnings and revenue for its fiscal fourth quarter.
Strategic positioning in the database market is shifting toward multi-cloud, with revenue in that segment growing 404% as ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This voice experience is generated by AI. Learn more. This voice ...
Oracle Corporation faces volatility, margin/CapEx pressure and OpenAI execution risk—but cloud growth and AI pricing offer ...
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