The Larry Ellison–led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.

Oracle's overall revenue increased 22% year over year in the fiscal third quarter, which ended on Feb. 28, according to a statement. Net income rose to $3.72 billion, or $1.27 a share, from $2.94 ...

OracleORCL stock edged higher Tuesday with the database technology giant's share hovering near record highs. Analysts with BofA Securities upped this price target for Oracle in response to a strong ...

Oracle stumbled at the end of 2025 as investors began to question its ability to open more server farms for its partner, OpenAI, and reported less-than-impressive quarterly revenue and free cash flow.

The advancements made in artificial intelligence (AI) over the last few years have required exponentially growing amounts of computing power. That's been a huge boon for GPU makers like Nvidia, but ...

ORCL rolls out AI agents for Fusion Apps, touting no-cost deployment as cloud revenues jump 34% and RPO surges 438% to drive SaaS growth in fierce AI race.