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Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target

Oracle (ORCL) reported Q3 FY2026 cloud infrastructure revenue of $4.89B, up 84% year over year, while remaining performance obligations surged 325% to $553B, positioning the company as a foundational ...
Wall Street Journal

Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit

Oracle’s ORCL6.47%increase; green up pointing triangle $300 billion megadeal with OpenAI is testing the limits of Wall Street’s appetite for debt tied to America’s data-center boom. Banks including ...
CNBC

Oracle jumps for a second day, Bloom Energy soars 22% on AI data center power deal

Shares of Oracle and Bloom Energy popped after the companies reached a deal for more AI data center capacity. The software giant gained for a second day, as other names in the sector also briefly ...
AOL

Oracle stock pops as company agrees to buy fuel cell power from Bloom Energy

Oracle (ORCL) stock surged by as much as 8% Tuesday morning on news that the data center and cloud operator has signed a deal to purchase as much as 2.8 gigawatts of fuel cell power from the energy ...
AOL

Bloom Energy Jumps 14%, Oracle Rises 7% as Fuel Cell Deal Fuels AI Data Center Power Race

Bloom Energy CEO KR Sridhar captured the shift in the company's most recent earnings call, stating, "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and ...
Wall Street Journal

We’re Using So Much AI That Computing Firepower Is Running Out

What really happens after you hit enter on that AI prompt? WSJ’s Joanna Stern heads inside a data center to trace the journey and then grills up some steaks to show just how much energy it takes to ...
Barron's

Oracle’s New CFO Comes From the Power Industry. That Tells You Everything.

This week Oracle announced the hiring of a new chief financial officer, Hilary Maxson. This wouldn’t be that notable were it not for the dramatic transition happening at Oracle as it adds a rapidly ...
techtimes

Power BI Analytics Essentials for Microsoft BI Data Modeling DAX and Data Gateway

Learn how Power BI Analytics in Microsoft BI uses data modeling, DAX, Power Query M, and a data gateway to build secure, interactive reports and dashboards. Pixabay, u_mmzv8mmd3f Power BI Analytics ...
The Verge

Anker’s power bank with built-in cables is one of my favorite gadgets, and it’s cheaper than usual

In my testing, it quickly charged everything from my M1-powered MacBook Air and my iPhone 16 to multiple e-readers. In my testing, it quickly charged everything from my M1-powered MacBook Air and my ...
Business Insider

Read the email Oracle is sending to laid-off employees

Oracle began layoffs on Tuesday, affecting workers across various regions. Affected Oracle employees received layoff notifications that signaled immediate job termination. Laid-off Oracle staff were ...
SFGate

Oracle reportedly blindsides staff with emailed layoffs, more than 150 from Bay Area

LATEST April 2, 3 p.m. More than 150 workers from Oracle’s Pleasanton campus at 5815 Owens Drive will be included in companywide layoffs, according to a WARN notice sent to the California Employment ...
Seeking Alpha

Oracle: Multicloud A Recurring Revenue Engine

Oracle Corporation delivered its strongest quarter in 15 years, with Q3 revenue up 22% YoY to $17.2 billion and cloud revenue comprising 52% of total sales. ORCL's multicloud database ...