Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

How Oracle's Earnings Impacts Its 2026 Forecast

Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more here.

Oracle earnings will show whether its expensive AI bet is starting to pay off

Oracle's $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and ...
Austin American-Statesman

Why has TikTok been glitching? Oracle says data center outage led to issues plaguing U.S. users

TikTok users experiencing glitches, trouble logging in and struggles to post content voiced claims of censorship by the app’s new U.S. ownership this week. But Austin-based Oracle Corp. — which is ...
Hosted on MSN

Oracle Health's alleged breach could compromise patient data - report

An alleged data breach at Oracle Health (NYSE:ORCL) could impact several U.S. healthcare organizations and hospitals after a threat entity stole patient data from legacy servers, BleepingComputer ...
Bloomberg L.P.

Oracle and OpenAI Win Michigan Approval to Power New Data Center

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...
CNBC

Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center

Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. The cloud company later said that the project remains "on schedule" but that Blue Owl was out of ...
Reuters

Oracle denies report on OpenAI data center delays

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 ...
The Motley Fool

Oracle's Debt Balloons to $108 Billion as AI Spending Soars

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.
Computer Weekly

How Oracle Red Bull Racing is driving Formula 1 into the future with cloud, AI and data

Formula 1 has always been a sport defined by extremes, where milliseconds separate victory from defeat and human skill is pushed to its limits. But behind the roar of engines and the spectacle of pit ...
Detroit Free Press

DTE and Saline data center developer want a rubber stamp, not a review | Editorial

A massive data center planned for Saline Township is close to becoming a fait accompli, hammered into this tiny Washtenaw County community over the objections of residents, the elected board that ...