Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.

ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite ...

Oracle (NYSE:ORCL) draws focus as October opens on its swelling cloud backlog while the technology sector steadies on firmer chip sentiment.

Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a ...

Oracle (ORCL) earned almost a quarter more operating income last fiscal year. Yet its stock closed around 53% below its peak of a year earlier on September 10, just before its latest results. A gap ...

Oracle Cloud Infrastructure earnings surged 121% to $7.4 billion in Q1 FY2027, with GPU utilization at 97.9% and a record $664 billion contract backlog, as Oracle reported total revenue of $19.3 ...

Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other way ...

Oracle (ORCL) stock jumped nearly 4% after earnings as cloud infrastructure revenue surged 121% to US$7.4 billion and AI demand strengthened.

Tencent will rent 100,000 advanced chips through Oracle data centres outside China, the FT reports, after AI spending turned ...

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. This voice experience is generated by AI. Learn more. This ...

Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet that could reshape the ...

Co-op Live, one of the world's most advanced live entertainment venues, is using Oracle Cloud applications to support its mission to change the way business is done within the music, sports, and live ...