B revenue missed estimates, down 13% on earnings and 23% YTD, free cash flow -$362M. Blue Owl (OWL) down 34% YTD. Nvidia (NVDA) revenue $68.13B, up 73%. Oracle is spending heavily on AI infrastructure ...

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

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Oracle is reportedly planning thousands of layoffs as it pours billions into AI data centers, raising investor concerns over ...

Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas after ​negotiations ...

Oracle has confirmed that financing for its Port Washington data center is on schedule. The Port Washington campus is part of a larger partnership with OpenAI to develop artificial intelligence.

Oracle Corp. predicted that a massive data center it’s developing for OpenAI in New Mexico will create more jobs than previously announced, another example of tech companies trying promote positive ...

Oracle and OpenAI have plans to build $500 billion of data centers in a venture called Stargate. JPMorgan Chase has seen slower investor interest for $38 billion of debt tied to two Stargate sites.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The 38,500-square-foot data ...

Two companies at the center of the artificial-intelligence data center investment boom are parting ways, according to a report from the Financial Times. Oracle and alternative investments firm, Blue ...