SanDisk says goodbye to WD Blue and Black SSDs, hello to new “Optimus” drives

Today SanDisk announced that mainstream WD Blue and WD Black SSDs would be going away, to be replaced by SanDisk ...

Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge

Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.

Oracle and OpenAI Win Michigan Approval to Power New Data Center

Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
Investopedia

Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...
The Motley Fool

523 Billion Reasons to Buy Oracle Stock in December

Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...
Yahoo Finance

Oracle stock sinks as AI costs jump past Wall Street estimates

Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
The Guardian

Disappointing Oracle results knock $80bn off value amid AI bubble fears

Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth and big rise in spending Business live – latest updates Oracle’s shares tumbled 15% on Thursday in ...
Hosted on MSN

Oracle stock is tanking after Q2 report – analyst points out timing mismatch between AI buildout expenses, revenue conversion

Oracle Corp. (ORCL) shares fell nearly 11% pre-market on Thursday after the company’s second-quarter (Q2) results fell short of Wall Street expectations. Analysts at Bank of America Securities and ...