I'm Buying What Oracle Is Building

Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...
Seeking Alpha

Oracle: Providing The Leading Cloud Infrastructure For The Generative AI Era

Oracle is reiterated as a buy, with expectations that its recent highs will be exceeded as OCI drives substantial revenue growth. OCI's superior performance, cost advantages, and hybrid/multi-cloud ...
Morningstar

Oracle Earnings: More Focus on Capacity Delivery as Cloud Infrastructure Ramps at Scale

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...
Morningstar

Delivering Cloud Infrastructure Capacity Is Oracle's Near-Term Priority

The initial success of Oracle Cloud Infrastructure comes from its technological innovation that makes it a flexible and secure alternative to established hyperscalers like Amazon Web Services, ...
CIO

Here’s what Oracle’s soaring infrastructure spend could mean for enterprises

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations. Oracle’s aggressive AI-driven data ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
ET CIO

10 Best Infrastructure as Code (IaC) Tools for DevOps Teams in 2025

Discover the 10 best Infrastructure as Code (IaC) tools for DevOps teams in 2025. Learn how these tools enhance automation, stability, and scalability in cloud environments. Improve your deployment ...
Yahoo Finance

Oracle stock sinks as AI costs jump past Wall Street estimates

Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...
BBC

Oracle shares slide as earnings fail to ease AI bubble fears

Shares of cloud computing giant Oracle plunged on Thursday, after weaker-than-expected revenues stoked concerns about returns from massive spending on artificial intelligence. The company's shares ...

Oracle has one last Ampere hurrah with new cloud platforms

Oracle Cloud Infrastructure has introduced A4 Standard instances powered by Ampere Computing’s AmpereOne M silicon, available in both virtualized and bare metal configurations. The company recently ...
Digi Times

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...