Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model ...

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Oracle’s Q2 results reveal rising debt, heavy AI capex, and weakening fundamentals—signaling a potential cash crunch for the ...

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

More than a few operating systems have failed to catch on over the years. Here are a few that just missed out on being major ...

Oracle also reported $523 billion in future contracts, up 14.94% from the $455 billion it reported in September, when it ...

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

Nearly a quarter of provider organizations now use specialized AI tools, a sevenfold increase since 2024 and tenfold since 2023. The appeal is obvious. Ambient scribes offer a clean ROI formula: ...

Oracle stock drops despite a record $523 billion AI backlog. Discover why investors worry about debt and rising CapEx.

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

As we’ve been following, Oracle (Nasdaq: ORCL) reported Fiscal Q2 earnings after the bell and shares are down 5.6% as of 4:20 ...

Learn more about whether Oracle Corporation or UiPath Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.