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Oracle beat Q1 earnings estimates as revenue grew 30% to $19.3 billion, propelled by a 121% surge in cloud infrastructure sales. The company booked over $30 billion in new AI cloud contracts, signali…
Oracle posted strong Q1 earnings, driven by a 121% surge in cloud infrastructure revenue and over $30 billion in new AI bookings. Management highlighted that AI training and inferencing demand contin…
U.S. stock index futures rebounded Friday, bolstered by cooling oil prices ahead of key inflation data. Oracle surged over 6% on booming cloud and AI infrastructure demand with near-peak GPU utilizat…
Oracle shares advanced after the company reported first-quarter financial results that helped ease market concerns over its reliance on OpenAI for cloud infrastructure expansion.
Oracle posted stronger-than-expected fiscal first-quarter earnings and revenue, driven by triple-digit acceleration in cloud infrastructure growth. The results underscore surging enterprise demand fo…
Oracle shares jumped over 6% in extended trading after delivering record fiscal first-quarter earnings and upbeat guidance. Cloud infrastructure revenue doubled to $7.4 billion, driven by surging AI …
Oracle has derated significantly compared to hyperscalers Microsoft, Amazon, and Alphabet amid aggressive AI infrastructure capex and negative free cash flow. Despite soaring backlog to $638 billion …
Oracle shares advanced ahead of its September 10 earnings, driven by optimistic analyst revisions from Morgan Stanley and market excitement surrounding OpenAI's new GPT 6 Astra model release.
Oracle shares fell 2.74% after a 27.38% monthly rally, ahead of quarterly earnings projected to show 17% EPS growth and 28.2% revenue gains. With upward estimate revisions, a Zacks Rank #2 (Buy), and…
Oracle and Supermicro FY2026 results highlight AI infrastructure momentum—Oracle's $638B backlog and 93% cloud growth, Supermicro's margin doubling—though both burned significant cash, raising sustai…
Oracle's RPO backlog surged 363% YoY to $638B, driven by AI cloud demand, despite stock down 40%. Oracle's Multicloud strategy embeds datacenters inside AWS, Azure, and Google Cloud, benefiting regar…
Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth. Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while …
Despite recent share price declines, Nvidia and Oracle show strong fundamentals. Nvidia's GPU dominance and new Vera CPU threaten AMD/Intel, while Oracle's massive backlog supports long-term growth d…
Microsoft gains from a $17 billion data-center deal and Oracle’s strong earnings, reinforcing AI spending momentum and broad tech strength despite tame CPI data.
Oracle surged after blockbuster earnings, Larry Ellison became the world’s richest, Klarna posted a strong NYSE debut, and Bitcoin jumped above $114,000 after a softer-than-expected PPI reading lifte…