Oracle Is Successfully Handling The Global Shift Towards AI Cloud Infrastructure

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for ...
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Oracle pushes up capex spending on AI: High risk or high reward?

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle earnings have calmed Wall Street's AI fears — for now

Oracle handed Wall Street the same giant cloud-and-AI story again, but this time, customer-funded chips and steadier math made things sound bankable ...

Oracle's backlog: Potential windfall or ticking time bomb?

The database and cloud provider has an enormous opportunity thanks to AI -- but it doesn't come without risk.
Briefing.com

Oracle Restructures Leadership to Double Down on AI and Cloud Growth (ORCL)

Oracle is shaking up its executive ranks to double down on AI and cloud growth. Longtime CEO Safra Catz will transition to Executive Vice Chair, while the company reinstates a co-CEO ...