Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ...
Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a ...
The thesis is that Oracle’s AI capex is a concentrated, timing-dependent bet on OpenAI, and the WSJ report signals OpenAI ...
Oracle Corp. and Amazon Web Services Inc. seem to be putting their longstanding rivalry aside in favor of a more pragmatic ...
Oracle growth outlook 2025: Oracle’s AI ambitions have grown dramatically in recent weeks. After announcing a massive five-year, $300 billion deal to provide 4.5 gigawatts of compute power to OpenAI, ...
1don MSNOpinion
Oracle, once again, makes clarifications on the $300 billion promise to Sam Altman and OpenAI that's behind thousands of layoffs
Oracle has staked its entire future on a $300 billion deal with a company that doesn't make money, funded by debt it can't ...
Enterprises are under pressure to reduce operating costs and boost innovation—making better, faster, and more affordable Oracle Database support essential for freeing budget for strategic initiatives ...
For the last two years, investors have focused almost entirely on AI semiconductors. GPUs became the stars of the market ...
Oracle surges premarket as a 359% jump in remaining performance obligations to $455B overshadows a slight Q1 earnings and revenue miss. Klarna prices its IPO above range at $40/share, raising $1.37B ...
Oracle Corp (NYSE:ORCL) announced plans to launch the Digital Assets Data Nexus, a new platform to help banks and financial institutions more easily create, manage, and integrate blockchain-based ...
REDWOOD WOOD CITY, Calif. (KGO) -- It's never been done before. A Silicon Valley corporation will now build a high school on its campus to help train the future generation of techies and engineers.
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