Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

This article first appeared on GuruFocus. CreditSights analysts have flagged a potentially material shift in Oracle (NYSE:ORCL)'s risk profile following the company's latest regulatory filing, which ...

Here’s what could happen to Oracle shares next. Oracle stock dropped sharply after disappointing Q2 earnings and reports of data center delays. Analysts differ: Bank of America remains optimistic ...

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 denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...

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.

Oracle reported first-quarter financial results in September with revenue and earnings per share missing analyst estimates. Guidance from the company sent shares higher, with Oracle one of the ...