Two of the biggest names in tech are telling very different AI spending stories in 2026. Apple’s measured approach to AI investment is winning investor confidence, while Oracle’s aggressive capital ...

Oracle (ORCL) landed a 10-year contract with the U.S. Department of War to provide software services in a deal that could total $6.99B if all the option years are exercised. Shares of the software and ...

It's a bad day to be an Oracle admin: Big Red has just released 1,449 security patches ready to be applied. The patches were released as part of the company's quarterly security fixes, and the record ...

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Oracle (ORCL) crashed 50% in a year, yet its $638 billion cloud backlog and 93% IaaS growth support a $195 buy target. Oracle's backlog exceeds Microsoft's (MSFT), yet ORCL trades at 16x forward P/E ...

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Oracle’s ambitions to dominate the artificial intelligence build-out are running into a key hurdle: funding a spending spree without further damaging its credit standing. The tech giant is burning ...

The biggest bull case for Oracle is also the same reason many investors are skeptical. The company has a $638 billion remaining performance obligation (RPO), which represents the contracted future ...

Oracle (ORCL) has fallen 35% YTD, but Guggenheim's John DiFucci maintains a $400 price target, calling it his top software pick for 2026. Microsoft (MSFT) is off 17% and Salesforce (CRM) down 34% YTD, ...

For the second time, New Mexico regulators have rejected applications for a natural gas pipeline across state lands that would supply power systems at a planned Oracle (ORCL) data center project, ...