The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

John DiFucci, Guggenheim Securities software analyst, joins 'Squawk Box' to break down Oracle's quarterly earnings results.

Several global giants listed as victims of the Oracle EBS hack have remained mum on the impact of the cybersecurity incident.

Oracle stock appears to be trading as a proxy for the market's view on OpenAI's ability to raise funds. The market needs clarity on OpenAI's funding and Oracle's ability to meet its AI spending ...

In the past week, Oracle announced a series of new AI- and cloud-driven deals and products, including US$88 million in Oracle Cloud Infrastructure services for the U.S. Department of the Air Force, ...

Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile ...

The $840 billion startup’s ⁠wildly successful partnership with Microsoft contains a prenuptial agreement triggered when artificial general intelligence is achieved. Snag is, ‌the ⁠definition and its ...

DIA announced the launch of its new oracle, Value, as a tool built specifically to eliminate oracle-based issues. As such, instead of depending on last-trade prices like traditional oracles, Value ...

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...