Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF ...

Credo Technology CRDO stock surged 8.6% in trading after Evercore ISI initiated coverage with an Outperform rating and a $325 ...

Blue Energy, GE Vernova, and Crusoe are advancing a gas-to-nuclear model that pairs natural gas with SMRs to deliver firm ...

Shares of Oracle (ORCL) tumbled about 8% premarket on Thursday after the company forecast higher capital expenditure for fiscal 2027 than analysts' estimates and said it expects to raise about $40B in ...

The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for ...

Oracle's $130 billion debt and negative free cash flow triggered a 19% five-session drop that directly accelerated IGV's ...

Oracle shares are in decline Thursday premarket after the software and cloud-computing company reported a more than twofold increase in capital expenditures. Capex for the fiscal year that closed at ...

SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for ...