One leading tech company, Oracle (NYSE: ORCL), recently posted earnings that appear to have sent some shockwaves throughout ...
The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
Oracle ( ORCL +0.88%) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.
Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.
Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of $100 billion, compared to cash and cash equivalents of $19.2 billion.
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 ...
The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons ...
The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (NYSE: ORCL) and semiconductor giant Nvidia (NASDAQ: NVDA). Oracle shares are up about ...