Investing.com -- Artificial intelligence will remain the main driver of software performance in 2026, with spending shifting toward infrastructure, large platforms and tools that enable AI development ...

Investing.com -- Artificial intelligence will remain the main driver of software performance in 2026, with spending shifting toward infrastructure, large platforms and tools that enable AI development ...

Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

Oracle (ORCL) shares slid around 6% after the Financial Times reported that talks with private capital group Blue Owl Capital (OWL) to finance a planned $10B data center in Michigan collapsed. This ...

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...

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 ...

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 ...

Wells Fargo believes that Oracle has more AI-fueled gains ahead. In a Wednesday note, the bank initiated the stock at an overweight rating and set a price target of $280, which implies 39% upside.

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 ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...