With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...

Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined ...

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

Oracle’s stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to ...

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...