Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

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Oracle surpassed estimates for the quarter, and lifted its guidance for fiscal 2027 revenue. During the quarter, Oracle announced plans to raise $45 billion to $50 billion in the fiscal year to expand ...

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Oracle stock appears to be trading as a proxy for the market's view on OpenAI's ability to raise funds. The market needs clarity on OpenAI's funding and Oracle's ability to meet its AI spending ...

Oracle is actively promoting its AI data center progress and job creation efforts amidst significant investor concerns. The company's massive $300 billion OpenAI cloud contract, signed in September ...

Oracle (ORCL) raised fiscal 2026 capex guidance to $50B from $35B. Oracle’s stock has nearly halved despite aggressive AI infrastructure buildout. Oracle’s total debt and lease obligations reached ...

This week's Java roundup for January 19th, 2026, features news highlighting: JEP 527, Post-Quantum Hybrid Key Exchange for TLS 1.3, targeted for JDK 27; GlassFish Grizzly 5.0; the quarterly release of ...

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Oracle Corp. today announced the general availability of Oracle AI Database 26ai and Oracle Autonomous AI Lakehouse, both aimed at supporting artificial intelligence training and inference across ...

One of Oracle's two recently appointed CEOs, Clay Magouyrk, told CNBC's David Faber that he's confident OpenAI will be able to pay for the cloud infrastructure it uses. OpenAI had a $5 billion net ...