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Oracle’s quarterly earnings topped expectations, but revenue came up short. Investors have question whether the company’s artificial intelligence investments are justified. Oracle picked up ...
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 (ORCL) shares fell 28% in the past month as AI infrastructure fears triggered a 40% peak-to-trough correction. Oracle holds a colossal cloud contract with OpenAI and stands to benefit directly ...
Related Cos.’ new data center arm has reached a deal with Oracle and OpenAI’s $300B artificial intelligence infrastructure venture Stargate for a massive development near Ann Arbor, Michigan. Slated ...
Oracle Health, the nation’s second-largest EHR vendor by hospital market share, had a busy October with a new product launch and system rollout plans. Here are seven updates on the company in the past ...
Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of a bubble. WSJ’s Hannah Erin Lang uses three charts to explain what’s behind ...
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 ...