Ali, I want to start here with Oracle's partnership with OpenAI because one BNP Parabos uh analyst told Yahoo Finance that OpenAI's potential inability to pay for its AI infrastructure could be one of ...
Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts its long term growth story but sharpens questions around debt and ...
Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI computing capacity between customers within hours in the event that a large ...
TikTok's owner has closed a deal to sell a portion of its US assets to a consortium of investors. Oracle, Silver Lake, and MGX combined will own 45% of the new joint venture. ByteDance, TikTok's ...
Birmingham City Council's doom laden Oracle finance and IT project - now four years behind schedule - has been delayed to at least the summer, we can exclusively reveal today. The project, supposed to ...
Visa and ExxonMobil are highly efficient businesses that return capital to shareholders through buybacks and dividends. Oracle is a high-risk, high-potential-reward bet on increased demand for ...
Analysts say the company's transformation is real, but so are the risks. Oracle's cloud revenue has been climbing fast, helped by partnerships like its deal with OpenAI. Still, the company is spending ...
Warren Buffett’s departure as CEO marks the end of an era at Berkshire Hathaway for the business 'sage' whose unpretentious approach reshaped modern investing. When the Oracle of Omaha speaks, ...