Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See why I rate ORCL stock a Buy.
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the ...
Up to 10,000 employees have been impacted by the decision, which Oracle said was part of a "broader organizational change." ...
Oracle's recent Java 26 introduces updates aimed at improving performance, security, and support for AI-driven applications. The focus this time is clear: AI workloads, tighter security, and improving ...
Connecting the dots: Will Oracle be the first major company to falter amid the looming AI bubble? Analysts are scrambling to interpret what is really happening at the cloud giant, as co-founder Larry ...
Oracle reported stronger-than-expected third-quarter revenue on Tuesday, signaling continued demand for its enterprise software and cloud services. At the same time, the tech giant outlined ambitious ...
Lumeo Regional Health Information System will leverage Oracle Health's voice-enabled, note generation technology to streamline clinical documentation and enhance care delivery AUSTIN, Texas, Feb. 4, ...
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An integrated data architecture that considers both security and scalability is needed. Tirathankar Lahiri, senior vice president of Oracle's artificial intelligence (AI) engine institutional sector, ...
Oracle has unveiled a plan to raise up to $50 billion in 2026 as the software giant races to build the physical infrastructure required to power the global artificial intelligence boom. The company, ...