Oracle Isn't Done Spending Big on AI. Here's Why It Said Investors Shouldn't Worry.

Here's why Oracle is confident that its costs are manageable, and whether the growth stock is a buy now. In just one year, ...

Oracle's Backlog Now Sits at $553 Billion. Is the Stock a Buy?

Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital ...

Oracle earnings give analysts hope the stock can recover. Here's what they said

Analysts across Wall Street were happy after Oracle delivered stronger-than-expected fiscal third-quarter results , with accelerating cloud infrastructure growth helping ease concerns about the scale ...

Oracle Q3 Earnings On Deck; Inflation, Jobs Data Also In Focus

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to ...
CNBC

Tech AI spending may approach $700 billion this year, but the blow to cash raises red flags

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in ...