Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand. ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter ...

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 ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...

There was a lot riding on Oracle’s Q2 FY26 earnings report following growing concern about an AI bubble burst and the firm’s supposed over-dependence on spending commitments from OpenAI. If Oracle was ...

Oracle’s stock fall after its earnings update could be a buying opportunity. Wall Street analysts think the share tumble is reason to top up after the software-and-cloud computing company’s results ...

Oracle (ORCL) shares dropped 16% ahead of earnings despite last quarter's 20%+ revenue growth and RPO surging 325% to $553B. Despite an 85% beat probability, Oracle must deliver strong RPO and cloud ...

Canada's largest mental health teaching hospital unifies clinical and administrative systems with AI-powered applications suite to improve visibility, efficiency, and decision-making AUSTIN, Texas, ...