ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster ...

Oracle has ridden the AI wave through aggressive data-center expansion and a backlog that reached $523 billion in FQ2. That ...

Oracle Corporation is rated a Buy after a 40% pullback, with the current valuation reflecting key risks. Learn more about ...

Oracle chairman Larry Ellison and Nvidia CEO Jensen Huang lost tens of billions on paper as shares of their AI-focused companies suffered as DeepSeek sent a chill through Silicon Valley.

Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure sales to surpass $166 billion by 2030. For context, Oracle’s revenue for ...

The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role ...

We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ ...

Citi names NVDA, AVGO, ADI & NXPI top semiconductor picks for earnings season, citing AI data center demand and analog ...

The stocks of Broadcom and AMD could have higher upside than Nvidia in the coming years.