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 ...

ORCL's AWS partnership deepens with new KMS integration for Exadata, streamlining encryption management and positioning for ...

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.

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

AWS is changing the cost equation for enterprises weighing up where to put AI infrastructure for processing sensitive data.

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 ...

The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.

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

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 ...