In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

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

Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI.

The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

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

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

Oracle missed its top line, delivering $16.06 billion when Wall Street had projected $16.21 billion for the quarter. It did, ...

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...