Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

This chip stock is another contrarian play from Tepper.

NEW YORK, Jan 14 (Reuters) - Oracle was sued on Wednesday by bondholders who say they suffered losses because the company ...

Fueled by a decade of strategic planning and visionary leadership, the state is now home to a thriving AI ecosystem.

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...

The software company’s rating could be cut one notch to the lowest investment-grade tier, but worries that Oracle may be dropped to junk status are likely overblown, UBS strategist Matthew Mish said ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised ...

Oracle is rolling out Oracle Retail Supply Chain Collaboration-a new cloud solution enabling retailers to easily navigate an increasingly unpredictable and complex supplier landscape to enhance ...

Microsoft CEO Satya Nadella doesn't believe there's an AI bubble. But he warns the tech will have to spread evenly to avoid ...

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.