Semtech (SMTC) gets a Sell rating as valuation outpaces conservative guidance; LPO AI data center upside looks limited. See ...

Oracle is undergoing massive AI-driven data center expansion, pressuring debt and margins in the near term. Learn why ORCL ...

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe ...

The hyperscaler dollar financing raid bond market participants have been expecting started this week with a $25bn deal from ...

Oracle stock continued to drop in January.

Oracle's new financing efforts come after Wall Street showed skepticism around its costly build-out of data centers and other ...

Oracle is expected to blow through US$23.6bn of free cashflow in its fiscal year ending May 31, another US$21.4bn in fiscal 2027, and US$17.9bn in fiscal 2028, as capex grows from US$50bn to US$62bn ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

The database giant reported a mixed second quarter, beating earnings estimates with a 54% jump in adjusted EPS to $2.26, but missing revenue expectations at $16.06 billion. However, the focal point ...

Oracle Corp. shares plunged the most in almost 11 months after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud ...

Dec 11 : Oracle shares slumped nearly 11 per cent in premarket trading on Thursday after downbeat forecasts and higher capex fanned worries that its massive AI investments are taking longer than ...

Oracle's U.S. shares fell more than 10% in after-hours trading in New York on the 10th, local time, on concerns about a large expansion in capital expenditures (CAPEX). After closing up 0.67% in the ...