JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...

Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...

Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.

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Oracle founder and Chairman Larry Ellison has outlined the difference between two types of artificial intelligence (AI) models, separating them based on their need for real-time, low-latency ...

OracleORCL is set to report fiscal second-quarter results this afternoon — a big test for a stock that has become a central player in the AI megatrend. Shares of the enterprise tech giant have closed ...