Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness.

Shares of Oracle (ORCL) are down about 2% at $185 after FT reported that Blue Owl won’t back Oracle’s $10B data center in Michigan after negotiations stalled amid concerns over Oracle’s rising debt ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle Corp. (NYSE: ORCL) stock declined Friday as markets weighed execution risks around the company’s rapidly scaling AI and cloud capacity buildout. The pullback followed a Bloomberg report that ...

Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company rushes to build out data centers for artificial intelligence. Oracle said ...

A significant investment firm has made a decisive move in the technology sector, signaling confidence in one of Silicon Valley’s most established players. J.W. Cole Advisors increased its position in ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

WASHTENAW COUNTY, Mich. – University of Michigan alumnus and billionaire developer Stephen Ross is teaming up with OpenAI and Oracle to build a massive new data center just outside of Ann Arbor. If ...

OpenAI is planning to build five new data centers in the United States as part of the Stargate initiative, the company announced on Tuesday. The sites, which are being developed in partnership with ...

Oracle Corp. accelerated its succession plans for top leadership in recent months following a massive acceleration in its cloud business and stock market rally. In June, the software giant promoted ...

Inside Oracle’s Bid to Secure TikTok and Capture the AI Market Your email has been sent Andreessen Horowitz, Oracle, and Silver Lake will invest in a duplicate TikTok algorithm for American audiences, ...

Oracle (ORCL) stock rose more than 6% Monday as the White House confirmed that the software giant is part of a consortium of investors that will control TikTok's US operations. The company also ...