From a sell-off in Nvidia shares to Oracle’s plunge after reporting mounting spending on AI, signs of skepticism are increasing. Read more at straitstimes.com. Read more at straitstimes.com.

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in the Spotlight for Investors. On December 11, UBS analyst Karl Keirstead lowered the price target on the stock to $325.00 (from $380.00) ...

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 Corporation ($ORCL) shares declined 4.47% after a Bloomberg report indicated that some data centers associated with OpenAI (PC:OPAIQ) may ...

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever written on paper. The whole thing began when ...

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

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

These days, Oracle and other AI companies are facing skepticism due to heavy capital expenditures and the circular nature of some of their arrangements.

The 10 coolest open-source software tools in 2025 include software for developing AI agentic applications, managing streams ...

ORCL stock declined as the company faces execution risks in scaling AI and cloud capacity. Oracle denies delay.