Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.

One Guggenheim analyst isn't blinking. Even as Oracle (NYSE:ORCL) stock sits down 23% year-to-date and roughly 54% off its September 2025 highs, the firm's analyst hasn't touched the $400 price target ...

Oracle (ORCL) is down 23% year-to-date and 54% off September 2025 highs at $149.40. The company has $553B in remaining performance obligations, up 325% year-over-year, with FY2026 capex guidance at ...

OpenAI is walking away from expanding its flagship Stargate data center with Oracle because it wants next-generation Nvidia chips at new sites instead. Oracle is the only major player funding the AI ...

Mon, March 9, 2026 at 10:50 PM UTC Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle's most recent earnings report, carries more weight than a ...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Oracle (NYSE:ORCL) is preparing large workforce reductions, with reports indicating ...

Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center expansion effort. The job reductions will affect divisions across the company ...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Oracle (NYSE:ORCL) and Oracle Red Bull Racing announced a multi year extension and ...

Oracle's competitors can leverage their cash flow to outspend the company. Oracle may be undercutting its peers to win mega-scale cloud contracts. The company's roadmap is heavily dependent on OpenAI ...

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and declining commits demand a foundation-led model that includes Oracle but restores ...