Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle’s stock shot up 27% today after the company reported a ridiculous 359% increase in cloud backlog, reaching $455 billion. That surge happened even though Oracle missed on earnings. Investors ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

A version of this story appeared in the daily Threat Status newsletter from The Washington Times. Click here to receive Threat Status delivered directly to your inbox each weekday. The Joint ...

Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud ...

Oracle’s decision to eliminate more than 150 positions from its cloud division reveals the complex balancing act facing technology companies as they navigate explosive artificial intelligence growth ...

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. large-cap growth ...

Oracle is set to transform into a top-tier cloud infrastructure player after securing a $300 billion, five-year deal with OpenAI. The "Stargate" project will see ORCL deliver massive AI data center ...

Catz raised Oracle's fiscal year 2026 revenue guidance to at least $67 billion, representing 16% growth in constant currency. She added, "I expect that total cloud revenue will grow over 40% in ...

The company has secured an agreement with a yet-to-be-named company, which some speculate could be OpenAI or an equivalent. But analysts say the move won’t impact its capacity to serve its other ...

Oracle has announced a major expansion of its partnership with AMD, positioning itself to be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 ...