The cloud company's backlog has become a key gauge of AI demand.

Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow. In 30 days during the current quarter, ...

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Oracle has signed what may be the largest-ever cloud contract with OpenAI. How could that shake up the cloud and genAI landscape? A single $300 billion contract has seemingly transformed Oracle from a ...

With a focus on cost-efficiency, flexibility, and specialized use cases, Oracle has transformed from a legacy software giant to a serious contender in the public cloud space. When Oracle launched its ...

Oracle's ORCL aggressive AI infrastructure build-out is once again testing investor patience, even as the underlying cloud ...