I maintain a Hold rating, emphasizing the need for Oracle to demonstrate consistent cash generation as its AI strategy matures. RPO surged and improved visibility, but increased concentration risk and ...

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth Your email has been sent The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...

Oracle's debt is on the rise. Free cash flow is very much in the red. Oracle's leverage makes it a high-risk, high-potential-reward opportunity in AI. The tech giant reported an impressive 54% ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. The "Magnificent Seven" stocks have captured the ...

Oracle stock drops 11% after revenue miss despite strong cloud growth and an earnings beat. Heavy cloud spending and rising debt raise profitability and credit-risk concerns. A $523 billion backlog ...

Dec 8 (Reuters) - Recursion Pharma (RXRX.O), opens new tab, which uses artificial intelligence to discover new drug candidates, said on Monday its experimental oral drug helped reduce abnormal growths ...

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Security researchers at Google say hackers targeting corporate executives with extortion emails have stolen data from “dozens of organizations,” one of the first signs that the hacking campaign may be ...

Recursion Pharmaceuticals uses AI to expedite the laborious process of developing drugs. The company could benefit from industry-wide regulatory changes as well as its own clinical progress. However, ...

Oracle's stock surged as much as 43% on Wednesday, hitting a record high. Investors responded positively to an aggressive forecast for Oracle's cloud-computing business. The company is showing Wall ...

As Oracle's stock was soaring following the company's earnings report on Tuesday, analysts were gushing about the numbers and the company's prospects in artificial intelligence. "I'm sort of blown ...

The funding covers more than half of the A.I. data centers that OpenAI plans to build in the U.S. over the next several years. By Cade Metz Reporting from San Francisco OpenAI has signed a deal with ...