Forget "AI or bust." Microsoft’s multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...

In early February 2026, Oracle outlined plans to raise US$45–50 billion through a mix of equity, preferred securities, and investment‑grade bonds to fund a major expansion of its Oracle Cloud ...

We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation's share was trading at $193.61 as of ...

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 ...

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

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’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...

Oracle’s quarterly earnings topped expectations, but revenue came up short. Investors have question whether the company’s artificial intelligence investments are justified. Oracle picked up ...