The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle Corporation (NYSE:ORCL) is one of the stocks on which Jim Cramer expressed his thoughts. Cramer highlighted the company’s data center business, as he stated: Now, today was an important day. It ...

Oracle has two magic words for investors concerned with the company's aggressive data center spending: fast and cheap. Shares of the cloud giant rose as much as 10% on Tuesday after it surpassed ...

Oracle's latest earnings surpassed estimates, and remarks from executives calmed worries about the breakneck pace of AI infrastructure spending.

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Big Red's 400MW of data center stand-up is around the same as the previous quarter, but less than Microsoft’s 1GW. The company has secured 10GW of power for its data center pipeline over the next ...

Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

Oracle called recent news reports about Abilene's Stargate data center "false and incorrect" this week. Media reports ...

Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the ...

Oracle's strong quarterly numbers have eased Wall Street's fears about the growing price tag and debt tied to its ambitious AI data center push.

DIA announced the launch of its new oracle, Value, as a tool built specifically to eliminate oracle-based issues. As such, instead of depending on last-trade prices like traditional oracles, Value ...

March 5 (Reuters) - Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a ...