Oracle’s cloud growth and workforce reset highlight the cost challenge behind AI data center expansion and enterprise ...

Key to this shift is the emergence of artificial intelligence (AI)-enabled industry clouds, also called industry suites, that ...

Oracle stock faces fresh valuation debate as AI cloud spending, restructuring actions, and software demand reshape market ...

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Shares of software giant Oracle Corporation (ORCL) have faced a brutal selloff lately, even though the company’s fundamentals ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...

Zhipu AI, the Chinese AI lab behind the highly regarded GLM series of open-source AI models, is weighing designing its own AI ...