Thu, December 11, 2025 at 2:56 PM UTC Yesterday we highlighted Oracle's massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable ...

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...

Oracle's latest results clearly suggest that its investments in AI infrastructure are paying off.

Oracle shares surged about 12% on Wednesday after the software giant's upbeat revenue forecast eased concerns over its hefty ...