Oracle stock will feel some pressure as the cost to build out artificial intelligence infrastructure continues to rise, this Morgan Stanley analyst says.

Oracle is rated a "Buy" after a 40% pullback, with the current valuation reflecting key risks. ORCL's $523 billion RPO is increasingly diversified, with new contracts from Meta and Nvidia reducing ...

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

In mid-January 2026, Oracle had massive unrealized potential on the table due to the recent acquisition of TikTok holdings. Once merely the landlord of this property, it's now also going to be able to ...

Oracle (ORCL)’s stock plummeted by 37% in the last three months, even with a modest increase in revenue and better margins. The reasons for the decline include cautious Q2 earnings, diminished ...

Oracle and OpenAI have plans to build $500 billion of data centers in a venture called Stargate. JPMorgan Chase has seen slower investor interest for $38 billion of debt tied to two Stargate sites.

The TikTok deal is done and the US business is now officially known as "TikTok USDS Joint Venture LLC." Oracle will own a significant, but not controlling stake in the new TikTok JV. Oracle, alongside ...

TikTok is now majority-owned by a group of U.S.-backed investors, including Oracle, Silver Lake, and MGX. The app's former owner, Chinese company ByteDance, retains a ...

Paramount sweetens Warner Bros bid with offer to pay Netflix break-up cost, other fees Paramount Skydance has enhanced its Warner Bros Discovery bid by offering shareholders extra cash for each ...

Fears over Oracle's AI debt load and OpenAI concentration are overblown - and they mask a massive long-term opportunity, according to Guggenheim Oracle's "bring-your-own-chip" model could lower the ...

The site will create as many as 1,500 permanent jobs at the data centre or in the county after construction is complete, double the previous forecast, Oracle said Friday in a statement. It “will ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...