Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
Yahoo Finance

Jim Cramer on Oracle: “This is a Tough One”

Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Cramer noted that there are “some increasingly glaring unresolved issues with Oracle,” as he commented: “Last week ...
TechRadar

Oracle reportedly signs major huge cloud data center deals in the last quarter - nearly $250 billion in new commitments revealed

Oracle SEC filing reveals $248 billion in data center deals "Current" and "expected" demand are pushing widespread expansion Public, bank and private debts are providing the cash needed to grow Oracle ...
The Motley Fool

Oracle Stock Just Tumbled: Here's One Reason Why

Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and profitability is a question mark. Investors appear to be skeptical of the ...
Yahoo Finance

Oracle Delays Some Data Center Projects for OpenAI to 2028

(Bloomberg) --Oracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to ...
Datacenter Dynamics

Oracle delays some of its OpenAI data centers from 2027 to 2028 - report

Oracle has reportedly delayed some of its data center projects set for OpenAI workloads by as much as a year. The company made the move to delay projects from 2027 to 2028, Bloomberg reports, mostly ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
The Financial Times

Oracle shares sink as worries swirl over huge spending on data centres

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Oracle stock slumped after it reported disappointing revenues on Wednesday alongside a $15bn increase in its ...
Becker's Hospital Review

AI’s next act: How Oracle Health sees 2026 taking shape

Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...
24/7 Wall St

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
Investing

Oracle stock falls as OpenAI data center completion pushed to 2028

Investing.com -- Oracle Corporation (NYSE:ORCL) stock fell 5% on Friday following a Bloomberg report that the company has delayed the completion of data centers for OpenAI to 2028, a year later than ...