Oracle plans to raise $45–$50 billion in 2026 to expand Oracle Cloud Infrastructure and meet growing customer demand.
Emerging from stealth, the company is debuting NEXUS, a Large Tabular Model (LTM) designed to treat business data not as a simple sequence of words, but as a complex web of non-linear relationships.
Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 22% over eight trading sessions ...
Oracle’s $20 billion stock sale aims to fund its AI-driven cloud expansion, and this article examines what the move means for ...
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 ...
Every data engineering team right now is being asked the same question: "How do we build a chatbot that talks to our data?" The prototypes are deceptively simple. A developer connects GPT-5.1 to a ...
With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
Oracle focuses mostly on database software, where it is a leader, and data centers. The company's potential stock upside may be higher. Palantir’s strategy is dispersed across more market segments, ...
Oracle shares fell 5% intraday amid AI optimism and financial concerns. Massive OpenAI cloud deal highlights growth but adds financing strain. Investors watch quarterly revenue, cash flow, and AI ...
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