Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Here’s what could happen to Oracle shares next. Oracle stock dropped sharply after disappointing Q2 earnings and reports of data center delays. Analysts differ: Bank of America remains optimistic ...

The cost of insuring Oracle's debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader corporate sector is spending on AI and the borrowing ...

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 ...

Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...

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 ...

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Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Solaris Energy Infrastructure (SEI) +3.7% in Tuesday's trading as the data center power generator was initiated at Morgan Stanley with an Overweight rating and a $68 price target, saying the stock is ...

Oracle reported first-quarter financial results in September with revenue and earnings per share missing analyst estimates. Guidance from the company sent shares higher, with Oracle one of the ...