The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

The AI trade will be tested as Oracle reports third-quarter earnings. Oracle announced a $50 billion financing plan last month to fund its data center buildout. The tech heavyweight's relationship ...

Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Oracle has added selfie biometrics and liveness detection to its enterprise cloud platform to help protect against workforce ...