Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ...

TikTok is officially under new ownership in the US, and that could spell big changes for the video-sharing app. On January ...

Morgan Stanley cuts Oracle (ORCL) price target, warning AI GPUaaS buildout may miss EPS goals and drive capex, debt and ...

Oracle’s East Bank plans date back to before the pandemic, when Tennessee officials began recruiting the company. The state ...

As for products, the biggest offender, with 56 patches to be applied, is the Zero Data Loss Recovery Appliance (ZDLRA); ...

Oracle is betting big on AI infrastructure. A massive deal with OpenAI could pay off over the next few years, but a lot has to go right. If the AI industry overbuilds AI data centers, Oracle will be ...

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, ...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 2.2% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. The ...

Investor unease has intensified as Oracle accelerates spending to support large-scale AI demand. In September, OpenAI agreed to spend more than $300 billion with Oracle, raising questions about how ...

Palantir seemingly has no limit, with its stock continuing to generate impressive gains despite a high valuation. Oracle suddenly became a significant beneficiary of AI in September, but the stock has ...