Oracle's leverage could pole-vault it to leading in cloud for AI in the next five years. Leverage could leave Oracle ...

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...

In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with ...

This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Live Updates Get The Best Oracle Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...

Oracle (Nasdaq: ORCL) shares were trading for roughly $207 per share before the company’s earnings call, but selling ...

Oracle’s revenue and profit forecasts disappoint investors as soaring AI data-centre spending outpaces expected returns.

Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...

This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...