In 2026, capital intensity is the name of the game at Oracle.

Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon's chips. This is a thumb-of-the nose at ...

Oracle (ORCL) names Hilary Maxson as CFO, an infrastructure finance veteran, as the company ramps up $50B AI data center spending for fiscal 2026.

Oracle hired Schneider Electric’s Hilary Maxson as CFO as the database and cloud products giant invests in meeting AI ...

Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for the next 18 months. The company has successfully shed its legacy software ...

The questions asked during Oracle’s Q3 FY26 earnings call is indicative of the legitimate concerns investors have over whether spending vast sums of money on building advanced datacentres with the ...

Oracle (ORCL) shares zoomed 9% higher in Wednesday’s premarket hours following Tuesday’s make-or-break Q3 FY2026 earnings release. Oracle’s cloud infrastructure revenue surged 84% year-over-year to $4 ...

Oracle's third-quarter cloud infrastructure revenue surged 84% year over year, accelerating significantly. The software giant's remaining performance obligations climbed to a staggering $553 billion.

Oracle Corp. shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

Analysts expect Oracle to post third-quarter revenue of $16.9 billion, up from $14.13 billion in the same quarter last year, according to data from Benzinga Pro. Wall Street also anticipates earnings ...

U.S. TikTok users were experiencing service disruptions Tuesday related to an Oracle Cloud Infrastructure issue. Something similar happened almost exactly a month ago. Reading time 2 minutes For the ...

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Intensive investments in AI data centers and infrastructure continue to ...