Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
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Too big to survive: Will the $300 billion Oracle deal be the end for Sam Altman's OpenAI?
What started as a clever chatbot that amazed the internet has quickly turned into one of the biggest, riskiest bets in modern ...
Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same ...
Apple, Michigan taxpayers, and one of Detroit’s wealthiest families spent roughly $30 million training hundreds of people to ...
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
The debt-to-equity (D/E) ratio is a financial metric that helps determine the level of financial risk associated with a company's capital structure. Considering the debt-to-equity ratio in industry ...
Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined ...
Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and ...
RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...
Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...
Some software shows are all about the vendor, the technology and/or the evening parties. Oracle’s AI World event certainly had many of the usual conference components but this event differed in that ...
Oracle has fixed a zero-day vulnerability in one of its flagship business software products that a hacking group is currently abusing to steal personal information about corporate executives. In a ...
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