Oracle's massive RPO points to huge opportunities

Notably, Oracle's massive backlog isn't completely without risk. Of its RPO, roughly $300 billion comes from OpenAI -- the ...

Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles

Cloud revenue soared 62% in the quarter to $11.61 billion, topping the $11.51 billion consensus among analysts polled by ...

Oracle exec tells workers that its own AI rollout didn't go so smoothly

Oracle built infrastructure for the AI boom long before it broadly deployed generative AI tools across its own workforce.

The market hasn't been giving Oracle and Broadcom enough credit for their solid growth and prospects

Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth ...

Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street ...