Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.

Upgrading your Oracle database from version 11.2.0.2 to the latest Oracle AI Database 26ai release gives you access to the cutting edge functionality that Oracle is delivering to this data platform.

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...

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 ...

Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...

A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

Q2 Highlights: Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant said adjusted earnings grew 54% year-over-year to $2.26 per ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is leaning deeper into the AI boom, even as Wall Street grows uneasy about how much the build-out could cost. A report from the Financial ...