Oracle said that spending would rise by $15 billion compared with earlier estimates - a sign that big capital outlays to ...

Oracle’s revenue and profit forecasts disappoint investors as soaring AI data-centre spending outpaces expected returns.

Meta Platforms' corporate strategy of front-loading capital spending towards its AI infrastructure buildout makes it ...

Live Updates Get The Best Oracle Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...

Thank you, Nishio-san. Good afternoon, everyone, and welcome to Oracle Japan's Second Quarter and Fiscal Year 2026 Earnings Conference Call. We achieved excellent results this Q2, particularly in our ...

Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

The earnings call comes on the back of a 23% drop in Oracle’s share price last month, its worst monthly performance since ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

The cloud computing giant missed revenue expectations, as well as announcing an increase in its planned spending on AI data centres.

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...

LONDON, Dec 11 (Reuters) - World stocks stalled on Thursday as cloud computing giant Oracle sounded a ‌warning ​for AI ...