Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Quick Read Oracle stock fell 45% from peak to trough but now trades at 30x forward P/E after recent bounce. OpenAI owes ...

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. In an era where artificial intelligence is reshaping industries, Oracle has once again ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

Oracle is taking a billion-dollar bet on artificial intelligence infrastructure that could transform the way the tech titans fuel their data centres. To wait years to connect to the traditional grid, ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...