Oracle has surged over 100% in six months, fueled by explosive cloud growth, record backlog, and major AI deals, like OpenAI. ORCL's AI infrastructure leadership is validated by multi-billion-dollar ...

As Oracle Corp. hovers near a $700 billion market capitalization, one analyst sees bigger milestones down the road. Mizuho’s Siti Panigrahi wrote Friday that Oracle’s momentum in artificial ...

Many players in the tech industry publish topical whitepapers that include analysis and commentary on a wide range of issues that are relevant to technologists and IT overlords alike. Last month we ...

Oracle CEOs Clay Magouyrk and Mike Sicilia sit down with CNBC's David Faber to discuss the company’s partnership with OpenAI, the surge in AI infrastructure demand, and how Oracle is managing risk as ...

Magouyrk, who was appointed as Oracle’s co-CEO last month, told CNBC in an interview on Monday that “of course” OpenAI can afford the $60 billion annual cloud services bill. "Just look at the rate at ...