As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...

Oracle (ORCL) shares fell 7% in extended trading on Wednesday as the IT giant continued to rack up deals, but its fiscal second-quarter results were mixed compared to Wall Street's forecast. For the ...

Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom, experts say: no matter how euphoric investors became over the last two years, the ...

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...

I am reiterating my “buy” rating on Oracle with a $328 price target, implying 51% upside, despite recent stock weakness and credit concerns. Oracle’s backlog exceeds $500B, taking into account $65B of ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...

Oracle's first-quarter results, announced in September, delivered a significant positive surprise that outweighed modest revenue shortfalls. Although revenue of $14.9 billion and adjusted earnings per ...

Oracle's stock jumped after the cloud provider joined a group of investors slated to lead TikTok's U.S. operations. The deal prevents a shutdown of the app in the U.S. over national security concerns.