To have confidence in this trade, you’ll want to anticipate long-term appreciation in the stock. Because when the time comes, you want to be enthusiastic about ...

The answer is always the same: Buy a large enough processor with enough I/O and memory so it can be run at 80 percent ...

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...

IBM and Cobalt Iron are launching Secure Automated Backup with Compass for IBM Cloud customers-a major expansion of the companies' joint commitment to deliver modern, automated, and highly secure data ...

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.

Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.