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

Oracle raised its forecast for capital expenditure this financial year by more than 40 per cent to $50 billion. The outlay, ...

Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...

Oracle said its backlog increased by $68 billion in the quarter ended Nov. 30, driven by commitments from Meta and Nvidia, ...

One downside of enterprise AI is that many systems still function as a black box — they produce results but offer little visibility into how they reached them. NetSuite is designing its systems around ...

Larry Ellison’s company is investing billions to supply huge amounts of computing power to AI groups such as OpenAI ...

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

Alphabet, Amazon, Meta, and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey ...

Oracle (ORCL) poised for growth as OCI fuels revenue. Learn why analysts call it a buy and how cloud transformation offers a ...

A lacklustre trading update reignited fears of a bubble in richly-valued artificial intelligence stocks, that analysts warn ...

Q2 2026 Earnings Call Transcript December 10, 2025 Oracle Corporation beats earnings expectations. Reported EPS is $2.26, ...

The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.