Oracle (NYSE:ORCL) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an ...
If you’ve been led to believe that Oracle layoffs are just another loud, chaotic cuts then you might be looking at things ...
As the AI infrastructure buildout gets stronger and stronger, one of the sector's most vociferous cheerleaders and popular ...
The AI boom has hit a funding snag, compounding power constraints and a growing public backlash against data centers.
Oracle's (NYSE: ORCL) market is disconnected from reality, but starting to catch on. The stock was punished like an emergent ...
The Saline, Michigan campus is huge. It will generate 1 gigawatt of electricity, making it one of the largest data centers in ...
The thesis is that Oracle’s AI capex is a concentrated, timing-dependent bet on OpenAI, and the WSJ report signals OpenAI ...
Oracle has ratcheted up its capital expenditures as it builds data center infrastructure that can handle AI workloads.
Oracle reinstates the CFO role by hiring Hilary Maxson from Schneider Electric as the company reportedly lays off thousands amid a massive AI buildout.
Oracle and BorderPlex Digital Assets will use fuel cells made by Bloom Energy for Oracle's Project Jupiter data-center campus in New Mexico. Bloom will supply the campus with up to 2.45 gigawatts of ...
Oracle has at least a couple good reasons to be leery of Super Micro right now.