Oracle Q3 earnings on deck: Focus on cloud unit, capital spending

Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...

Oracle Q3 Earnings On Deck; Inflation, Jobs Data Also In Focus

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to ...

Larry Ellison’s Oracle slashing thousands of jobs due to AI cash crunch: report

Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a massive AI data center expansion effort, Bloomberg News reported Thursday. Long a smaller ...
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CNBC: "Oracle may be the canary in the coal mine" for AI deals | ORCL stock

B revenue missed estimates, down 13% on earnings and 23% YTD, free cash flow -$362M. Blue Owl (OWL) down 34% YTD. Nvidia (NVDA) revenue $68.13B, up 73%. Oracle is spending heavily on AI infrastructure ...

Google, Meta, and Oracle are on a $1 trillion borrowing spree and there will be 'winners and losers in this environment,' bond fund manager says

Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners and losers,” said Pimco’s chief investment officer.