Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world.

Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...

A month has gone by since the last earnings report for Oracle (ORCL). Shares have added about 17.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to ...

Wouldn’t it be funny if Larry Ellison, who has become the elder statesman of the datacenter, had the last laugh on the cloud builders and model builders by beating them at their own game? That these ...

Last quarter Oracle shocked the world with $455 billion in RPO. This quarter that number surged up to $523 billion, well beyond any other hyperscale cloud companies. And yet, shares remain down as the ...