Demand exceeds supply for Oracle's AI infrastructure. The software colossus is quickly scaling capacity while maintaining impressive profit margins. Oracle's revenue jumped 22% year over year to $17.2 ...

Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

Shares of Oracle and chipmakers rose on Wednesday after a strong earnings report signaled AI demand remains healthy, but ...

Discover how Oracle's earnings report could influence its full-year 2026 guidance and long-term growth strategy. Read more here.

Ader reiterated an Overweight rating on Oracle shares with a price target of $300. Some analysts adjusted their outlooks ...

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Oracle shares led the tech sector higher Wednesday as investors cheered the cloud giant's better-than-expected earnings and stronger outlook.

Oracle ORCL delivered outstanding third-quarter results ahead of expectations, with total revenue up 22% to $17 billion and cloud revenue up 44% to $9 billion. Most importantly, cloud infrastructure ...

The bearish perspective that Oracle is a legacy company losing the cloud battle is directly countered by the 84% increase in ...

Oracle's overall revenue increased 22% year over year in the fiscal third quarter, which ended on Feb. 28, according to a statement. Net income rose to $3.72 billion, or $1.27 a share, from $2.94 ...

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and backlog to record highs.

Oracle on Tuesday reported strong growth that included a big jump in cloud revenue, sending its stock surging after shares of Larry Ellison’s firm plummeted in recent months amid broader criticism of ...