Oracle’s stock has been pressured over concerns about whether its AI spending will yield the necessary returns.

Barclays cuts Oracle (ORCL) price target ahead of Q3 FY2026 earnings, citing AI revenue upside but margin/EPS headwinds.

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

Oracle is scheduled to report its fiscal third-quarter financial results after the market closes on Tuesday. Here is what to know. REVENUE: The software and cloud-computing company is expected to ...

Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch.

Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...

Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.

Oracle (ORCL) is making some uncomfortable moves. The Austin, Texas-based technology giant is reportedly planning to cut thousands of jobs across multiple divisions. At the same time, it has scrapped ...