The dreaded word ‘bubble’ dogs commercial real estate’s breakout asset class even as more private money lines up to ...

Strategic wins in data center expansion and sovereign cloud partnerships are redefining Oracle as the indispensable utility ...

The race to build artificial intelligence infrastructure has become one of the most expensive industrial projects in history, with trillions of dollars pouring into data centers, chips, and power. Yet ...

As AI-native infrastructure takes shape, enterprises are redesigning computing, data, and networking foundations to move ...

In its fiscal second quarter ended November 30, 2025, Oracle reported revenue of US$16.06 billion and net income of US$6.14 billion, while also declaring a quarterly dividend of US$0.50 per share ...

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle (ORCL) shares erased some losses on Friday after the company pushed back on a report that it was delaying some data centers tied to OpenAI (OPENAI). Oracle initially declined to comment on the ...

Oracle has reportedly delayed some of its data center projects set for OpenAI workloads by as much as a year. The company made the move to delay projects from 2027 to 2028, Bloomberg reports, mostly ...

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware. The firm's ...

Oracle plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68%, and RPO exploded 438% ...

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which gives CIOs leverage in negotiations. Oracle’s aggressive AI-driven data ...

Oracle’s share price plummeted 10 percent on Wednesday after its quarterly revenue fell short of expectations. Larry Ellison’s firm, which has become a key player in the AI data center ecosystem ...