The AI infrastructure race was supposed to be a straight line up and to the right, a capital spending binge that would pay ...

Warren Buffetts quote of the day highlights his belief in investing in businesses that are strong enough to perform well ...

Oracle (ORCL) reported its Q2 earnings on December 10, after market close. The earnings report disappointed investors, and ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

The market’s reaction highlights a growing disconnect between Oracle’s promising business execution and the financial realities of its ambitious expansion plans. The company’s decision to delay the ...

The Russell 2000 bucked broader market trends on Thursday, gaining ground even as Oracle's stock plummeted and concerns about an AI bubble resurfaced ...

Analysts noted that their top pick in EDA stocks remains Cadence ( CDNS ). In a research note shared with TheStreet, Arya ...

Oracle shares sank 13%, sparking a tech selloff as the company's massive spending and weak forecasts fanned doubts over how ...

Oracle is on track for a robust rebound as its rapidly expanding RPO is converted into revenue and profits: December price weakness is a buying opportunity.

Oracle just reported its Q2 2026 results, and the market is up in arms about something that was relatively easy to foresee.

Oracle stock is falling after Q2 financial results. Analysts highlight the long-term AI opportunity, but see near-term risks.

Oracle reported revenue of $16.06 billion for the fiscal second quarter, marking a 14% increase from the previous year. However, this figure fell short of analysts' expectations, which had projected ...