Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and ...

A reported $3bn deal for Microsoft to lease Oracle cloud capacity fell apart over the FedRAMP security framework, per Business Insider. Oracle disputes the account.

Third and finally, Oracle is carrying over $122 billion in long-term debt, and it just announced plans to raise another $40 ...

Oracle knew that a massive wave of orders was coming, but they refused to build out infrastructure until contracts were signed. They faced an impossible choice: Insufficient capacity or excess ...

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Microsoft reportedly abandoned a multi-billion dollar cloud infrastructure deal with Oracle due to security and compliance ...

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer ...

Oracle Corp ORCL is scheduled to report its fourth quarter results for fiscal 2026 on Wednesday, June 10. The results are ...

Oracle fell nearly 10% Friday, its worst session in months, as Broadcom's AI guidance and a debt-heavy buildout spooked ...

Oracle plans to raise $45-50 billion through debt and equity financing to expand its AI cloud infrastructure, backed by a ...

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some sequential acceleration, but Cloud Infrastructure’s 68% expansion was at least ...

Oracle (ORCL) fell 11% after Q4 earnings despite 47% cloud growth. Analysts weigh in on the $90–95B CapEx plan and whether ...