Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

Oracle (ORCL) is burning cash for AI, while still paying out $1.4B in dividends. Larry Ellison holds 40% ORCL stock. 2 more ...

How much are big tech companies cutting back on sending money to shareholders as they ramp up their AI development spending?

As for products, the biggest offender, with 56 patches to be applied, is the Zero Data Loss Recovery Appliance (ZDLRA); almost all are fixes for third-party components. Despite 34 of these being ...

Oracle patches roughly 230 unique CVEs across more than 30 products with its first Critical Patch Update (CPU) released in ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...

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 ...

Here’s what could happen to Oracle shares next. Oracle stock dropped sharply after disappointing Q2 earnings and reports of data center delays. Analysts differ: Bank of America remains optimistic ...

Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on Oracle’s long-term AI growth despite short-term ...