Oracle experienced a dramatic and unjustified surge in valuation after its last earnings, fueled by investor optimism rather than fundamentals. Oracle's recent price action reflects a sharp reversal, ...

Earnings call Oracle posted organic total revenue and non-GAAP EPS growth of at least 20% YoY in Q3 FY26, exceeding expectations. AI infrastructure and multi-cloud database revenues surged, with ...

On Tuesday, Oracle Corporation ORCL said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins.

On Wednesday's earnings call, Oracle's management emphasized the company's commitment to retaining its investment-grade credit rating. An upbeat second-quarter earnings report from Oracle wasn't ...

During the company's fiscal third-quarter earnings call, Oracle Co-CEO Clay Magouyrk said the company's AI infrastructure is delivering healthy returns even as the tech giant aggressively builds new ...