Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Part of the market's concern seems to center on what all of this growth costs. Oracle said it plans to raise about $40 billion in fiscal 2027 to help fund its artificial intelligence (AI) data center ...

Shares of Oracle (ORCL) slumped about 12% on Thursday, the most since December 2025, after fiscal fourth-quarter results, as analysts highlighted investor concerns over gross margin pressure and ...

Meta Platforms is building a cloud infrastructure business called Meta Compute to sell AI computing power, challenging AWS, Azure, and Google Cloud.

AI infrastructure spending is surging—learn how to spot durable AI winners using free cash flow and contract backlogs, plus ...

The market widely overreacted to Oracle's Q4 earnings, and this creates a buying opportunity for investors on Thursday, in my opinion: Oracle's cloud infrastructure business is on fire, and while ...

RBI says AI-enabled cyber threats have emerged as the biggest risk facing banks and NBFCs, while also warning that the global ...

Of the major players in artificial intelligence, a few might reasonably be considered picks-and-shovels companies. Nvidia, led by Jensen Huang, is one. Another is Oracle, which under Larry Ellison has ...

On Wednesday, Oracle (NYSE:ORCL) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This transcript is ...