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Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

Oracle is rated a strong buy, with risk/reward skewed favorably after a 58% share price decline and forward P/E of 17x. Learn ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract ...

The expanding landscape of digital infrastructure, particularly AI data centers, is attracting significant investment beyond traditional Bitcoin mining, driving growth in the sector. This shift ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

SAP stock nears 52-week low after Oracle's $95B AI capex plan sparks sell-off, despite rare BSI cloud clearance and a German e-invoicing mandate that should drive cloud migrations. A rare government ...