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Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.
Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.
The 40-card oracle deck was born out of the relationship the illustrator and writer formed while on a trip to Egypt. We took ...
While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...
Oracle shares surged about 12% on Wednesday after the software giant's upbeat revenue forecast eased concerns over its hefty ...
Oracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.
Shares of Recursion Pharmaceuticals (RXRX) spiked on Wednesday after the AI-driven drug developer significantly exceeded Street forecasts with its Q4 2025 financials, thanks primarily to a milestone ...
Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...
Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.
Oracle's OCI revenue is growing 66% YOY, outpacing AWS and Azure. Oracle is selling profitable business units and accumulating tens of billions in debt to fund the data center expansion needed to ...
Oracle (ORCL) stock jumped 9% after earnings beat. See Oracle-linked ETFs ranked by YTD returns plus Quant ratings to spot winners & laggards—read now.
The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.
Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...
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