BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...

Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at attractive valuations following pullbacks. The recent pressure on the ...

Oracle (NYSE:ORCL) shares are making a strong comeback today, shaking off ongoing worries about the company’s hefty spending, climbing debt, and the risks of its all-in bet on artificial intelligence ...

Emerging from stealth, the company is debuting NEXUS, a Large Tabular Model (LTM) designed to treat business data not as a ...

As a result, Oracle's stock is being punished severely. Thursday marked the eighth consecutive day of losses for shares of Oracle. The stock has shed 25.19% over that stretch, to close Thursday's ...

Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for ...

Tenants are moving off Cowan Street on the East Bank as Oracle Corp. seeks to lay the groundwork for its promised $4.5 ...

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...