Despite operating in a different league than traditional Big Tech giants, Oracle has heavily invested in the AI-driven future of computing and cloud services. The Austin-based ...

Oracle's latest earnings surpassed estimates, and remarks from executives calmed worries about the breakneck pace of AI infrastructure spending.

Oracle Corporation is rated a Buy due to robust execution, margin inflection, and high potential cloud growth opportunity.

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 is benefiting from its new bring-your-own-chip policy, which helps protect margins as the company wins more cloud business.

Oracle shares led the tech sector higher Wednesday as investors cheered the cloud giant's better-than-expected earnings and stronger outlook.

Q3 FY2026 earnings call recap: 20%+ revenue/EPS growth, surging AI & multicloud database, $553B RPO, and outlook—read key takeaways.

It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper ...