Oracle prepares new round of layoffs while doubling down on AI infrastructure

The expanded fund, disclosed in a filing with the US Securities and Exchange Commission following Oracle's quarterly earnings report, has heightened concerns that the company's restructuring ...
24/7 Wall St.

What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?

Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses. Both made it, but the ...

Oracle stock spikes 9% as strong Q3 earnings answer Wall Street AI build-out concerns

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Oracle earnings give analysts hope the stock can recover. Here's what they said

Analysts across Wall Street were happy after Oracle delivered stronger-than-expected fiscal third-quarter results , with accelerating cloud infrastructure growth helping ease concerns about the scale ...

Oracle Boosts Outlook Amid Huge AI Demand. The Stock Is Surging.

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and ...
Barron's

Oracle to Raise Up to $50 Billion. What It Means for the Stock.

Oracle plans to raise between $45 billion and $50 billion this year as it looks to fund its huge bet on cloud computing to power artificial intelligence. About half of that will be in debt, which will ...
Wall Street Journal

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

The likelihood that Nvidia NVDA0.66%increase; green up pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL-1.50%decrease; red down pointing ...
VentureBeat

MIT’s new ‘recursive’ framework lets LLMs process 10 million tokens without context rot

Recursive language models (RLMs) are an inference technique developed by researchers at MIT CSAIL that treat long prompts as an external environment to the model. Instead of forcing the entire prompt ...
InfoQ

MIT's Recursive Language Models Improve Performance on Long-Context Tasks

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Ludi Akue discusses how the tech sector’s ...
Forbes

Oracle's AI Bet: Equity Wins And Credit Waits

Forbes contributors publish independent expert analyses and insights. I consult on marketing strategy, content creation, and messaging. Oracle burned through $10 billion in cash in its most recent ...
Nasdaq

Forget Recursion Pharmaceuticals Stock. This Is a Much Better Buy.

Recursion Pharmaceuticals' AI-based approach has the potential to transform the pharmaceutical industry. However, it is still chasing clinical wins that would demonstrate the power of its strategy.