Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Vivek Yadav, an engineering manager from ...

Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...

DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...

TEFCA, a major government initiative to boost healthcare data interoperability, sets technical requirements and rules to guide information exchange. QHINs are the “backbone for network connectivity” ...

Oracle is introducing its latest updates to Oracle AI Agent Studio for Fusion Applications, a comprehensive platform for building, testing, and deploying AI agents and agent teams across the ...

Hyperscalers leased approximately 7.4 gigawatts of U.S. data center capacity in the third quarter of this year. That is more capacity than was leased in all of 2024, according to a TD Cowen note ...

Oracle's post-rally slide followed ambitious long-term targets and fresh concern about funding the build-out. A record contract backlog supports multiyear growth as cloud infrastructure scales. With ...

At Oracle AI World in Las Vegas, the software giant has been showcasing new agentic artificial intelligence (AI) features within its Fusion Cloud Applications Enterprise Resource Planning (ERP) suite, ...

New AI Agent Marketplace empowers customers to seamlessly deploy partner-built AI agents within Oracle Fusion Cloud Applications to simplify workflows and maximize productivity "The age of intelligent ...