Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.
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 (ORCL) is down sharply in 2026, but analysts stay bullish on cloud growth, backlog and upside potential.
Oracle’s global workforce fell by around 21,000 during its latest financial year as the company restructured its operations ...
It has now been more than nine months since Oracle's report for the first quarter of fiscal 2026 (ended Aug. 31, 2025). At ...
Oracle (NYSE:ORCL | ORCL Price Prediction) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to ...
GitLab's rapid revenue growth and Oracle's robust margins highlight two distinct approaches to digital transformation and ...
The software giant beat Wall Street's estimates on revenue, but investors appear to be concerned about its plans to raise $40 billion.
A former Senior Publishing Editor on the Dow Jones Newswires team at The Wall Street Journal, Aaron earned a Bachelor's degree in Economics from the University of Michigan and a Master's in Journalism ...
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OASIS supports simulations of up to one million agents, enabling studies of social media dynamics at a scale comparable to real-world platforms. Adapts to real-time changes in social networks and ...