Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in ...

Oracle’s cloud growth and workforce reset highlight the cost challenge behind AI data center expansion and enterprise ...

ORCL sits 49% below its 52-week high at $175 while a $638 billion AI backlog, up 363% year over year, locks in years of forward revenue. Bears flag negative $24 billion in free cash flow and a planned ...

Remaining performance obligations soared to a record $638 billion. The company plans to raise about $40 billion in fiscal ...

Shares of software giant Oracle Corporation (ORCL) have faced a brutal selloff lately, even though the company’s fundamentals ...

Oracle Corporation (NYSE: ORCL) today announced another record quarter with strong revenue growth across its Cloud Infrastructure and Cloud Applications businesses. Total quarterly revenues increased ...

Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor ...

For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...

It's already being used across Student Engagement and Enhancement and for Welcome events, and now other colleagues can get ...

Is RELX a good stock to buy? We came across a bullish thesis on RELX PLC on Rock & Turner’s Substack by James Emanuel. In ...

While AI holds the promise of radically transforming KM, human oversight takes on intensified responsibilities for ensuring the knowledge provided is accurate, timely, and relevant as well as guarding ...