Wide-moat Oracle reported fourth-quarter results largely in line with our expectations. We see a healthy ramp-up of artificial intelligence-related workloads for Oracle’s cloud services, with ...
Oracle stock has gained 86% year-to-date. In its fiscal year Q1 2026 report, Oracle missed the mark on GAAP EPS, down 2%. The company’s free cash flow also showed a 152% decline year over year, ...
Oracle's (NYSE:ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year or so, lower than what many equity analysts have forecast, The ...
Oracle will spend around $40 billion on Nvidia’s higher-performance chips to power OpenAI’s new US data center, the Financial Times reported Friday. The data center, situated in Abilene, Texas, is ...
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