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.

Oracle (ORCL) earnings show 20% revenue growth with stable margins, strong cloud/AI backlog and upside valuation potential.

Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and Microsoft.

March 5 (Reuters) - Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a massive AI data center expansion effort, Bloomberg News reported on Thursday.

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

Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center ...