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ORACLE BACKLOG
Oracle tops estimates as AI demand tempers cash-burn fearsShares of the company, which have slumped more than 21% this year, rose 4% in extended trading after Oracle reported a jump in revenue back...
Oracle earnings: AI growth, OpenAI deal and $20 billion funding planOracle's upcoming earnings will put its AI cloud growth, massive $638 billion backlog and funding requirements under the spotlight. Investo...
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
This US tech billionaire once begged power companies to keep his electricity on, faced rejection from almost every investor, now owns a $300 million Hawaiian islandLarry Ellison, the co-founder of Oracle, once struggled to pay his electricity bills for his computer and faced investor rejection while bu...
TCS Q1 results after party: Infosys, Wipro, other IT stocks jump up to 4%. Why are analysts bullish despite AI worries?IT stocks including Infosys, Wipro, HCL Tech and Tech Mahindra rose sharply after TCS delivered a better-than-expected Q1 performance. Brok...
Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
Oracle stock plunges over 7% as OpenAI data-center timeline slips to 2028 — Why Oracle’s debt-funded AI expansion is raising red flags again and againOracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracle’s $300B AI build-out faces new pressure after...
Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worriesAnalysts have said a big portion of Oracle's capital expenditure is tied to OpenAI-related datacenters. That has sparked investor worries a...
Oracle stock plunges 30% as heavy debt and AI uncertainty rattle markets — is ORCL’s deep slide a genuine buy-the-dip opportunity or another warning sign?Oracle stock has fallen nearly 30% in a month as debt worries and AI-related uncertainty hit sentiment. The company has added tens of billi...
Oracle stock crashes 25% in a month — what’s behind the tech giant’s sudden meltdown?Oracle stock crashes 25% in a month, wiping out billions in market value as investors panic over rising AI costs, shrinking margins, and sl...
Moody’s urgent outlook on Oracle’s future growth path - here's what it meansOracle growth outlook 2025: Oracle's AI ambitions are soaring, highlighted by a massive $300 billion deal with OpenAI, driving its stock up...
ET Explainer: How Oracle became the new Nvidia amid AI cloud surgeOracle's stock experienced a significant 36% surge following the announcement of multi-billion-dollar AI cloud deals, including a substanti...
How is Oracle stock performing today after yesterday's blockbuster performance? Here's the latestOracle stock today: Oracle stock fell after a massive rally driven by AI demand. The stock surge briefly pushed Larry Ellison closer to bec...