Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest hidden risks.

Oracle (ORCL) fell 11% after Q4 earnings despite 47% cloud growth. Analysts weigh in on the $90–95B CapEx plan and whether ...

Oracle's stock soared after a report of a cloud contract with OpenAI and an optimistic forecast for its AI-driven cloud infrastructure. The company projects aggressive eight-fold growth in cloud ...

Oracle delivered strong Q4 results, driven by 46% cloud revenue growth, but shares fell sharply due to surging capital ...

Oracle’s stock has moved lower as investors focus on rising capex, funding signals, and execution risks tied to AI and cloud ...

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Strategic positioning in the database market is shifting toward multi-cloud, with revenue in that segment growing 404% as ...

Oracle Corporation faces volatility, margin/CapEx pressure and OpenAI execution risk—but cloud growth and AI pricing offer ...

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