Gene Munster said AI growth is even earlier than expected and may only be in the first inning, after Oracle's recent backlog ...

Oracle boosted its forecast for capital expenditures this fiscal year by $10 billion, which bodes well for the companies that will supply it with data center hardware. On Wednesday, Oracle released ...

Oracle's stock surge is driven by AI hype, but revenue challenges and concentration risks suggest it’s overvalued. Click for ...