Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...

Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...

ChatGPT-developer OpenAI has issued a “code red” warning to staff on fears it is losing its crown to Alphabet-owned Google as the leading AI company.

Posts from this topic will be added to your daily email digest and your homepage feed. OpenAI’s Gemini 3 response is coming sooner than expected. OpenAI’s Gemini 3 response is coming sooner than ...

Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please ...