Oracle's backlog grew 325% year over year, reaching $553 billion in the third quarter of fiscal 2026. The company anticipates total revenue reaching $90 billion in 2027. Oracle has a tremendous ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle has seen its stock price decline since announcing its massive $300 billion deal with OpenAI. It has a huge backlog of contracted revenue for its cloud infrastructure but still needs to build ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

Oracle fell below $170 per share after losing more than half its value due to debt concerns and OpenAI exposure. Morgan Stanley cut its price target by over $100 per share citing credit rating ...

Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a ...

In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, ...