Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI ...

Why Oracle Was the Poster Child AI Stock of 2025 -- and Could Be Again in 2026

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
SecurityWeek

Korean Air Data Compromised in Oracle EBS Hack

News of the Korean Air data breach comes just days after another major South Korean airline, Asiana Airlines, reported that ...

Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

Oracle says Michigan data center project talks on track without Blue Owl

The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and ...
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 ...
Reuters

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Investopedia

Top 8 Companies Owned by Oracle

David Gorton, CPA, has 5+ years of professional experience in accounting. He teaches accounting, helping promote financial education and awareness. Charlene Rhinehart is a CPA , CFE, chair of an ...
Bloomberg L.P.

Oracle in Talks With Meta on $20 Billion AI Cloud Deal

Oracle Corp. is in discussions with Meta Platforms Inc. for a cloud computing deal worth about $20 billion, providing further evidence that the company has become a significant infrastructure provider ...
TechSpot

OpenAI turns to Oracle in historic $300 billion cloud partnership

OpenAI has struck a landmark deal with Oracle to buy $300 billion in computing power over five years, highlighting both the explosive rise of AI and the growing financial risks around it. People ...
CIO

What Oracle’s $300B OpenAI deal means for enterprise cloud strategy

Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI landscape? A single $300 billion contract has seemingly transformed Oracle from a ...
TechCrunch

OpenAI and Oracle reportedly ink historic cloud computing deal

Oracle sent its shares soaring after markets closed yesterday after reporting that it signed multiple multi-billion-dollar contracts with several customers. Now, we have an idea of who those customers ...