Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...

Oracle holds a solid spot in the market, particularly strong in database technology, which is a big advantage as cloud ...

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

Oracle’s second-quarter fiscal 2026 adjusted earnings of $2.26 per share beat the Zacks Consensus Estimate by 38.7% and ...

Rising outlays are taking longer to translate into cloud revenue than investors want. Read more at straitstimes.com. Read more at straitstimes.com.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

Oracle’s underlying fundamentals remain strong. Demand for its cloud services and AI-focused infrastructure continues to ...

Australian shares are poised to leap nearly 1 per cent; Oracle weighed on tech stocks but the Dow rose. Follow live.

ORCL posts a strong fiscal Q2 as earnings beat estimates and cloud demand surges, fueled by massive new AI-driven commitments ...