Oracle Corp. (NYSE: ORCL) faces scrutiny for aggressive AI push. Q2 results disappoint, stock price drops. TikTok deal adds uncertainty.

Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...

Oracle's partner in a $300 billion deal, OpenAI, is projected not to be cash generative until 2030. The bond markets are growing stressed about the company's future financing needs. This appears to be ...

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...

Oracle ORCL1.10%increase; green up pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence infrastructure ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

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