Oracle co-founder Larry Ellison believes the real breakthrough for AI will come from inference, which has potential in fields from robotics to drug design.

Only three companies in the S&P 500 have seen 2028 revenue estimates rise by more than 20% since the end of June. They all have links to the AI boom.

The Austin-based software giant expects a major boost to its cloud infrastructure business into 2030 as a result of the AI boom.

Oracle surged after announcing a record $455B in cloud bookings, driven by a massive AI infrastructure deal with OpenAI. Click here to read why ORCL is a Sell.

The Journal says Oracle has a much greater debt load relative to its cash holdings than Microsoft, Amazon and Meta. Its investments on AI infrastructure have already outpaced its cash flow, and it has a total debt-to-equity ratio of 427%, compared with just 32% for Microsoft.

Oracle Corp. is having a record-breaking day in the stock market after delivering blockbuster guidance that has Wall Street buzzing about the opportunities in artificial intelligence.

Oracle is rated a strong buy with a $530 price target, driven by rapid growth in cloud and AI-related remaining performance obligations. Learn more about ORCL stock here.

It’s no surprise that this exceptional guidance caused shares of Nvidia, Broadcom, and AMD to climb between 2% and 10%, as these chip manufacturers form

Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares

Oracle Corporation (NYSE:ORCL) is one of the Best Stocks to Invest in for the Next 5 Years. On September 10, Bank of America upgraded Oracle Corporation (NYSE:ORCL)’s stock to “Buy” from “Neutral”, increasing the price target to $368 from $295.