The cloud and database specialist got caught up in a broad AI sell-off.
The sell-off in software stocks could be an incredible buying opportunity for long-term investors.
Both companies have a lot riding on the success of OpenAI, the leader in large language models.
Over the past decade, Oracle stock (NYSE: ORCL) has emerged as a premier capital-return engine, distributing a remarkable ...
Artificial intelligence (AI) spending is growing fast, and these blue-chip tech stocks can help you profit from it.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.9% in the afternoon session after geopolitical tensions between ...
Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...
Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI ...
Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure sales to surpass $166 billion by 2030. For context, Oracle’s revenue for ...
Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...