Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
AOL

Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners

Oracle (NYSE: ORCL) has given back most of its midyear gains after posting its weakest quarterly performance since 2021. Heavy AI and data center exposure on Oracle’s balance sheet has increased ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...
Seeking Alpha

Oracle rises after revealing AI Data Platform and new partnerships at AI World event

Oracle (NYSE:ORCL) revealed its new AI Data Platform, agents and a wide array of new partnerships during its AI World event in Las Vegas this week. Shares ticked up about 2% during intraday trading on ...
Deep

Oracle Launches AI Data Platform to Unify Enterprise Data and Generative AI

Oracle announced the general availability of Oracle AI Data Platform, a comprehensive platform designed to help customers securely connect industry-leading generative AI models with their enterprise ...