Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...

Oracle (NYSE: ORCL) stock rises as AI deals boost investor confidence. However, Moody's warns of risks in $300B AI contracts ...

Oracle’s AI and cloud growth boost revenue, but high debt and margin pressure signal risks. Click here to read an analysis of ...

That incredible scale has effectively reshaped Oracle’s balance sheet and its positioning in the AI narrative. This year has ...

ORCL's massive AI cloud deals, soaring RPO and $35B data center buildout point to strong revenue growth and long-term upside.

For most of the past decade, the cloud market looked like a three-horse race: Amazon Web Services (AWS), Microsoft Azure, and Google Cloud. Oracle was an afterthought. Its market share hovered in the ...

Ratings has flagged significant counterparty risk for Oracle ($ORCL) amid its booming AI infrastructure business. The agency ...

Broadcom played a pivotal role in Alphabet's development of its highly touted tensor processing units (TPUs), which have ...

Shares in Japanese conglomerate SoftBank ($SFTBY) had a hard pre-market session today on reports that its OpenAI joint venture plan had fallen ...

Oracle's $300B OpenAI data center deal and surging remaining performance obligations signal significant future revenue ...

U.S. credit rating agency Moody’s flagged several potential risks in Oracle Corp’s $300 billion deal with OpenAI.

Decelerating revenue growth, collapsing free cash flow, and increasing competition. Is the tech bubble about to pop?