Oracle's cloud backlog just went vertical, creating multiyear revenue visibility that most AI "plays" don't have. Its multicloud strategy is ramping fast and should translate into steadier, ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...