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Oracle pushes up capex spending on AI: High risk or high reward?

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its ...

Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database ...

Oracle Is Successfully Handling The Global Shift Towards AI Cloud Infrastructure

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for ...

Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...
USA Today

Enterprise ERP Consultancies Struggle With Unsearchable Training Libraries as SAP, Oracle, and NetSuite Implementations Multiply

Millions Invested in ERP Training Videos Become Inaccessible Knowledge Assets, Forcing Consultancies to Re-Record Same Content AUSTIN, TX – January 30, 2026 – Enterprise ERP consultancies managing SAP ...
plataformamedia

CLEAR ANNOUNCES GLOBAL PARTNERSHIP WITH ORACLE RED BULL RACING, CHAMPIONING ULTIMATE PERFORMANCE UNDER EXTREME PRESSURE

CLEAR Enters the World of Formula One as Oracle Red Bull Racing's First-Ever Official Haircare Partner SINGAPORE, Jan. 21, 2026 /PRNewswire/ — CLEAR, engineers of the world's No.1 men's shampoo, today ...
Forbes

What’s Happening With Oracle Stock?

Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...
Morningstar

Oracle: Recent Stock Performance Likely an Overreaction to Potential Risks; Shares Undervalued

Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle's data center projects, is backing off from the company's latest $10 billion buildout in Michigan.
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
24/7 Wall St

Live: Oracle (ORCL) Down 13% After Q2 Earnings – Wall Street Reacts

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

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 ...
Microsoft

Understanding and Detecting Query Performance Regression in Practical Index Tuning

Existing index tuners typically rely on the “what if” API provided by the query optimizer to estimate the execution cost of a query on top of an index configuration. Such cost estimates can be ...