“It looks like OpenAI is turning things around,” and that’s seen as good news for Oracle, which has a lot riding on the ChatGPT creator’s success.

Oracle added 1.2GW of incremental capacity in FY26. Q1 alone could add about 1GW, which puts a lot of pressure on execution, ...

Billion, and Still Short OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that ...

Oracle Corp‘s multibillion-dollar AI infrastructure buildout has spent the past year under intense investor scrutiny, with ...

Oracle's stock climbs as its $300 billion OpenAI computing deal drives a 359% RPO surge, but debt and project delays pose real risks for ...

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts ...

Investors see Oracle's fortunes as tied to OpenAI's success, and the new ChatGPT-6 Astra model appears to be winning over ...

Oracle's prospects for beating the market over the next five years probably rest on its AI investments. As a company, Oracle ...

The major drag on the stock relates to Oracle's remaining performance obligations. It has $638 billion in its backlog. That's ...

Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...

OpenAI, Oracle and SoftBank announced plans to open five new artificial intelligence data centers as part of the government's ...

President Donald Trump called Stargate, a new joint venture by OpenAI, Oracle, and SoftBank, "the largest AI infrastructure project in history." ...