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 ...

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

(Bloomberg/Brody Ford and Rose Henderson) — Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined $500 billion on data center ...

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...

Oracles are supposed to predict the future. But the stock market is in trouble if it’s relying on Larry Ellison’s technology company to forecast the fate of the artificial-intelligence boom. Oracle is ...

Oracle is upgraded to buy, driven by the robust cloud growth prospects arising from the outsized RPOs and the overly discounted valuations (versus hyperscaler peers) from the recent meltdown. The ...

Zoom released its AI assistant to the web today as part of its AI Companion 3.0 release. The company is also allowing free users to access the assistant’s features, such as summarizing the meetings, ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...