When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.
Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized revenue.
The Daily Overview on MSNOpinion
Oracle slides as Larry Ellison's AI push fails to deliver
Oracle's latest earnings report was supposed to showcase how aggressively the company has pivoted to artificial intelligence, ...
Despite posting impressive quarterly earnings, Oracle's shares faced significant investor pressure. The focus shifted decisively from a 54% surge in earnings ...
Oracle has confirmed a continued rise in data center deals, with the value of its lease commitments totalling $248 billion as ...
Oracle's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Learn why ORCL stock ...
Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...
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 ...
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