Oracle laid off 30,000 works by email at 6 AM. The same quarter, it posted record revenue and a $553 billion backlog.

Oracle's stock is coming off its worst month since 2001 due to Wall Street's concern about the company's debt obligations tied to artificial intelligence. In the company's earnings report on Wednesday ...

Oracle is leaning into AI in a big way, a move investors seem to view with material skepticism.

Oracle's AI investments are pressuring the stock today but can prove to be a major growth engine in the long run.

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle has become the market's favorite stress test for artificial intelligence exuberance, a company whose every earnings line and debt decision now doubles as a referendum on whether the AI trade ...

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 ...

Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his ...

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.