作为一名长期关注数据库架构的技术人，我们常说：“脱离业务场景谈性能都是耍流氓。”但最近我拿到的一份云和恩墨zData ...

Hyperscaler Market Enters A New Growth Cycle As AI And Cloud Demand Accelerate - Financial News Media. Long-term contracts and growing AI workloads offer investors increased revenue stability and ...

What if you'd invested in Oracle (ORCL) ten years ago? It may not have been easy to hold on to ORCL for all that time, but if you did, how much would your investment be worth today? With that in mind, ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle shares fall after report flags data centre financing uncertainty. Blue Owl exits talks on Michigan project linked to OpenAI. Investor concerns grow over AI spending, debt, and capital intensity ...

Here’s what could happen to Oracle shares next. Oracle stock dropped sharply after disappointing Q2 earnings and reports of data center delays. Analysts differ: Bank of America remains optimistic ...

Oracle Corp. (ORCL) is rapidly transforming into a capital-intensive hyperscaler, facing margin compression and negative free cash flow despite robust cloud demand. Q2 FY2026 saw cloud infrastructure ...

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...

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 ...

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's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...

Oracle's data centers are specifically geared for high-performance computing. The company is spending heavily to stay competitive in the AI infrastructure race, but so are most of its peers. Its ...