Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness.

Oracle just pulled off the tech equivalent of a mic drop. After markets closed yesterday, its stock shot up thanks to whispers of some expensive contracts, and now we know at least one of the names ...

A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant ...

Sept 10 (Reuters) - OpenAI has signed a contract to purchase $300 billion in computing power over roughly five years from Oracle (ORCL.N), opens new tab, among biggest in history, the Wall Street ...