Debate over whether there is a bubble in the artificial intelligence sector is intensifying. The bond market and the stock market appear to hold different views on the sustainability of AI’s prospects ...

Oracle Corporation features a $523B RPO backlog, robust cloud growth, and a $320 target price for the AI supercycle. See why ORCL stock is a strong buy.

It's no accident that Oracle and Microsoft have underperformed, as Microsoft recently disclosed that 45% of its backlog is ...

The Dow Jones Industrial Average surged 1,206.95 points, or 2.47%, to close at 50,115.67 — its first close above 50,000. The S&P 500 gained 1.97% to end at 6,932.30, while the Nasdaq Composite ...

As a result, Oracle's stock is being punished severely. Thursday marked the eighth consecutive day of losses for shares of Oracle. The stock has shed 25.19% over that stretch, to close Thursday's ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.9% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic ...

A sharp selloff in global software stocks over the past month has reignited a basic question for founders, investors and ...

Investors allege Oracle misled them about AI infrastructure returns while top executives unloaded shares at inflated prices.

Google's Gemini 3 is passing OpenAI's ChatGPT in the AI chatbot race. With its huge profits and payoff from AI capex, the ...

Goldman Sachs reiterates Nvidia as buy Goldman says it's sticking with Nvidia ahead of earnings in late February. "We expect ...

Citizens lowered its price target on Oracle (NYSE:ORCL) to $285.00 from $342.00 while maintaining a Market Outperform rating. According to InvestingPro data, Oracl ...

Oracle is tightening the purse strings to reduce capital needs. They now require for new customers 40% upfront on building infrastructure. Another strategy being explored: requiring customers to buy ...