Oracle’s massive data-center buildout will require the company to take on new financing strategies — and new risks.
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Oracle’s Expensive AI Makeover Is Worth It
Spending a lot of money to hopefully make a lot more money has quickly become the norm in artificial intelligence. Oracle will be taking that to a whole other level. The software giant rocked Wall ...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford looks at one of the downsides of Oracle’s leap into ...
Oracle shows strong growth, with a $455B RPO and its combination of AI and cloud capabilities supports solid revenue momentum. The company carries high bank debt, plans $35B in CapEx, and reported ...
Oracle expects its cloud infrastructure revenue to explode over the next five years, thanks to mega-deals for artificial intelligence (AI) computing capacity. Capital spending will have to explode as ...
Oracle likely will remain the cloud computing provider for TikTok, the social media app run by China-based ByteDance, in a deal that provides an important plank of financial support as the tech giant ...
A version of this story appeared in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. The catalyst wasn’t a flashy product rollout or a surprise earnings beat — in ...
Rothschild & Redburn analyst Alex Haissl initiated Oracle stock with a sell rating this morning. Haissl's $175 price target implies Oracle stock will fall 40% over the next 12 months. Oracle could ...
In February 2021, my Tech Trader predecessor, Eric Savitz, published a cover story about an up-and-coming cloud giant that was also a legacy software free-cash-flow machine: Oracle. It was founded in ...
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