Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...
Oracle remains in focus as cloud infrastructure spending, AI workload demand, and enterprise software trends reshape the ...
Oracle (NYSE:ORCL | ORCL Price Prediction) at $175 looks compelling on the data. The stock has been pulled into the broader ...
Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and ...
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Shares of Oracle (ORCL) slumped about 12% on Thursday, the most since December 2025, after fiscal fourth-quarter results, as analysts highlighted investor concerns over gross margin pressure and ...
The biggest AI race is no longer about smarter chatbots. Technology giants are investing hundreds of billions in computing ...
Oracle beat headline numbers but missed cloud revenue, and a planned $40B capital raise sent ORCL down 10%, pulling CRM toward 52-week lows. 'SaaSpocalypse' fears that AI could erode per-seat SaaS ...
The company's AI Platform (AIP) continues to gain traction among both government and commercial customers. Palantir also reported an adjusted operating margin of 60%, which suggests that its growth is ...
Thank you, Lisa, and good afternoon, everyone. Welcome to Oracle's Fourth Quarter and Fiscal Year 2026 Earnings Conference Call. On the call today are our Chief Executive Officer, Mike Sicilia; Chief ...
AMD Chair and CEO Dr. Lisa Su delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023 in Las Vegas, Nevada. CES, the world's largest annual consumer technology trade show, ...
Netris provides software that runs on network switches, and offers a platform that helps neocloud operators reduce the time ...