Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Oracle has announced a new enterprise storage product, the StorageTek T10000C tape drive, which, the company says, provides high performance and low total cost of ownership at one-third to one-fifth ...

Oracle’s ORCL second-quarter results were nuanced, with the top line coming in lower than our expectations while non-GAAP earnings per share estimates came in slightly better. Shares are down 8% due ...

Expanding its cloud portfolio, Oracle has unveiled Oracle Infrastructure as a Service (Oracle IaaS) with "Capacity on Demand." “For the first time, you can get Oracle engineered systems deployed on ...

Oracle stock slipped 3% in early premarket trade after the company revealed plans to raise up to $50 billion for AI-driven data center expansion, unsettling investors already wary of debt and dilution ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle is seeking a significant data center presence in the US to support OpenAI training workloads. The company has a specific focus on individual ~1GW sites with power being delivered in late 2026 ...

Business solutions provider Oracle NetSuite announced a cavalcade of new AI product offerings across its entire suite, providing capacities for automation, analytics, project management and more.