Oracle’s rally reflects renewed confidence that its cloud business is directly benefiting from AI-driven infrastructure spending. While D.A. Davidson’s upgrade contributed to the move, broader gains ...

Investing.com -- BMO Capital analyst Keith Bachman believes Oracle’s sweeping new financing plan marks a constructive step for the software group, even as the firm cut its price target to $205 from ...

Sam Altman, Jensen Huang, and Oracle have publicly said there's no tension. "We love working with NVIDIA," Altman wrote in a post on X. "I don't get where all this insanity is coming from." Their ...

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth Your email has been sent The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...

Oracle (NYSE: ORCL) popped 3% on Monday after TikTok published a press release outlining details of the newly formed TikTok U.S. Data Security Joint Venture. Oracle, private equity firm Silver Lake, ...

Oracle is considering cutting 20,000 to 30,000 jobs and selling some of its activities as US banks pull back from financing the company’s AI data-center expansion, according to investment bank TD ...

George Conrades and Naomi Seligman are retiring from Oracle's board after serving for over 15 years. Clay Magouyrk and Mike Sicilia replaced CEO Safra Catz in September. In this article Oracle said ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

Oracle shares sank on Thursday after revenue earnings missed analyst expectations. Other AI-related names like Nvidia, Micron and CoreWeave fell alongside it. Investors have questioned Oracle's AI ...