The shares are down 40% from their peak. Analyst suggest that move may have gone too far.
Oracle has left nervous investors with more questions than answers about the company’s AI financing plans.
This unprecedented infrastructure spending spree signals massive opportunity or dangerous overreach in an overheated AI ...
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
There are growing concerns that a potential AI bubble has developed that is being sustained by massive future investment ...
Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...
The tech company is poised for explosive growth.
Data centers are dedicated facilities that house critical IT infrastructure — servers, storage systems, telecommunications ...
Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized ...
DigitalBridge and Silver Lake-backed Vantage operates or is developing data centers across the US, including in Ohio, Georgia ...
Meta has reportedly become a trendy CDS target, per FT, as the company has struggled to find its footing in the AI space ...
Oracle stock drops after Q2 misses, but cloud growth and strong RPO signal long-term upside. Click here to know why ORCL is ...