Oracle has defied expectations and delivered a 125% total return in a period of roughly 3 years. The sentiment towards the company has shifted dramatically in recent months and this could be a problem ...

Oracle's partner in a $300 billion deal, OpenAI, is projected not to be cash generative until 2030. The bond markets are growing stressed about the company's future financing needs. This appears to be ...

Oracle faces massive job cuts, potentially 20,000-30,000, to fund its costly $300 billion OpenAI partnership. The tech giant has already spent $58 billion on data centers and is struggling with rising ...

Forbes contributors publish independent expert analyses and insights. I consult on marketing strategy, content creation, and messaging. Oracle burned through $10 billion in cash in its most recent ...

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 ...

Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely ...