Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion. This morning, investors are answering decisively.

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations.

Oracle Corporation (($ORCL)) has held its Q2 earnings call. Read on for the main highlights of the call. Oracle’s recent earnings call painted a

Pipefy offers a secure, plug-and-play platform that allows enterprises of any size to deploy AI agents and digitize processes in a matter of hours. Pipefy leverages OCI's AI infrastructure to deliver ready-to-use AI agents embedded in critical workflows for compliance,

Oracle shares slide 11% as AI data center capex surges to $12 billion, pushing FY26 spending to $50 billion amid slower cloud revenue and rising credit risk.

Oracle Corp. shares fell more than 10% in extended trading after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.

Oracle reported a cloud revenue result that landed below expectations, leaving investors uneasy about how long its massive AI booking wave will take to turn into steady cash. Fiscal second-quarter cloud sales climbed 34 percent to $7.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an

Oracle Chairman Larry Ellison said Wednesday that the company sold its stake in chip designer Ampere Computing “because we no longer think it is strategic for us to continue design, manufacturing and using our own chips in our cloud data centers.

Oracle Corporation (NYSE: ORCL), the cloud computing giant co-founded by billionaire entrepreneur Larry Ellison, reported disappointing quarterly results despite massive spending on artificial intelligence (AI). As the tech company's shares tumbled on the charts, so did the cryptocurrencies linked to decentralized AI projects.