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Oracle's AI Profits Look Slim-Are NBIS and CRWV at Risk Too?

Indisputably, so-called “neo-cloud” stocks have been some of the most impressive performers of 2025. This generally describes ...

Oracle's ambitious targets prompt positive reactions by analysts, but stock drops

Oracle's ( NYSE: ORCL) analyst day revealed ambitious long-term financial targets driven by an ever-rising demand around ...

Oracle Corporation (ORCL) Shareholder/Analyst Call Transcript

And then he will obviously be talking about OCI and Oracle Infrastructure; followed by Mike, who will take a discussion first initially on the application business and then Mike will then continue on ...

Oracle: Another OCI Revenue Outlook Raise Shows Ability to Capture AI Momentum

On the week of Oct. 13, Oracle ORCL held its AI World conference and provided several updates to its database and enterprise ...
The Information

Oracle Raises AI Cloud Revenue Projection, Struggles to Profit From Older Nvidia Chips

Oracle has struggled to generate gross profit margins higher than 25% from renting out one- to two-year old Nvidia server chips to artificial intelligence developers, The Information reported Thursday ...

Oracle Is a Full-Stack Enterprise Technology Provider Benefitting From Strong Switching Costs

The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up ...