Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

Oracle’s underlying fundamentals remain strong. Demand for its cloud services and AI-focused infrastructure continues to ...

Oracle Corporation (NYSE: ORCL) spent two decades as a database giant before pivoting hard into cloud infrastructure. That ...

ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but ...

The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

ORCL posts a strong fiscal Q2 as earnings beat estimates and cloud demand surges, fueled by massive new AI-driven commitments ...

Revenue growth was up 14%, with a 68% surge in sales at its AI business, Oracle Cloud Infrastructure (OCI), the company said.

Oracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracles $300B AI build-out faces new ...