Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...
Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
Thank you, Nishio-san. Good afternoon, everyone, and welcome to Oracle Japan's Second Quarter and Fiscal Year 2026 Earnings Conference Call. We achieved excellent results this Q2, particularly in our ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
CHICAGO, Dec 19 (Reuters) - The U.S. Department of Agriculture on Friday revised its weekly export sales report release schedule after U.S. President Donald Trump ordered all executive departments and ...
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SALINE TWP., MI — DTE Energy officials still expect state regulators to approve special contracts for the utility to power what would be Michigan’s first hyperscale data center project in Saline ...
WSJ Heard on the Street Writer Asa Fitch explains how Nvidia’s recent earnings report may have helped allay concerns about a bubble in AI and tech stocks—at least, for now. Photo: Kent ...