Jimmy Cramer went straight at the AI spending war by saying Oracle could be the one company that forces the entire hyperscaler world to slow down.
Nvidia should continue beating the market, but investors should also expect the unexpected over the next five years.
Legendary short-seller Jim Chanos is sounding the alarm on the AI infrastructure boom, warning that a critical accounting ...
Oracle Corporation (NYSE:ORCL) pushed back on December 12 against a report claiming it would finish building data centers for ...
Prominent software stocks such as Salesforce (CRM) and ServiceNow (NOW) have fallen by more than 20% this year due to fears that AI will hurt their business models. And while Oracle (ORCL) and ...
Oracle Corporation finds itself navigating turbulent financial waters as it commits to an aggressive expansion of its artificial intelligence infrastructure.
Oracle Corporation (NYSE:ORCL) is one of the most profitable NYSE stocks to buy right now. Goldman Sachs analyst Kash Rangan ...
The VA is accelerating a systemwide rollout of its new electronic health records platform, with full deployment at all ...
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
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 ...
The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...
ORCL stock declined as the company faces execution risks in scaling AI and cloud capacity. Oracle denies delay.
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