Nov 6 (Reuters) - Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a larger reassessment ...

Rick Orford examines Oracle's expansion of Oracle Cloud Infrastructure for AI workloads and the OpenAI-related deals ...

A record backlog and accelerating cloud growth could be enough to more than double the stock by 2029.

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Both companies are in the middle of an AI spending spree, but Alphabet's prominent position in cloud computing gives it the ...

OCI's 121% revenue growth dwarfs AWS's 37%, but Amazon's $42B quarterly base and largely reserved 2027 capacity cement its durable lead. Oracle depends on NVIDIA for GPUs while Amazon's custom ...

Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth ...

Oracle Chief Financial Officer Hilary Maxson said the company will add 7 gigawatts of data center capacity.

Few AI stocks have fallen as hard in 2026 as Oracle (NYSE:ORCL | ORCL Price Prediction), which went from market darling to ...

Oracle is adding OpenAI’s ChatGPT and Codex to its application stack, extending enterprise access to OpenAI tools.

Microsoft Corp. is winding down an arrangement to rent AI computing from Oracle Corp., part of a larger reassessment of ...