We got verification of the strength of the data center theme with Oracle earnings, says Jim Cramer

Mad Money' host Jim Cramer talks the impact of the conflict in Iran on markets. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your ...

Oracle's AI-Fueled Growth Silences Doubters -- for Now

Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325 ...

Oracle rallies as strong revenue forecast eases concerns over massive AI bets

Oracle shares surged about 12% on Wednesday after the software giant's upbeat revenue forecast eased concerns over its hefty ...

Oracle sees AI boom through at least 2027, sending shares up 8%

Oracle on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

Oracle is building yesterday’s data centers with tomorrow’s debt

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Could Oracle Be a Millionaire-Maker Stock?

Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...