In my view, Oracle has become an OpenAI sentiment story. Oracle plans to raise $45B–$50B of gross cash proceeds through a balanced mix of debt and equity, with concrete details on both. I see this as ...

Oracle is a managing investor of a new joint venture that will run TikTok’s U.S. operations. Investors should focus on Oracle’s cash flow and balance sheet. Its falling stock price in recent months ...

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 ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...

A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...

Oracle Corporation (NYSE: ORCL) has seen a significant market reaction following its bold shift towards artificial intelligence (AI), resulting in a 25% drop in shares over the past month. What ...