Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Oracle Corporation (NYSE: ORCL) spent two decades as a database giant before pivoting hard into cloud infrastructure. That shift accelerated dramatically after 2020, when hyperscale AI workloads ...

Reuters Oracle stock drops 30% as debt worries and heavy AI reliance put ORCL in oversold territory Oracle stock has plunged roughly 30% in the last month, raising alarms for investors worried about ...

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...

With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

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 announced it evaluated MCP and has integrated it into its core developer tools, making the Oracle Database immediately available on any platform supporting MCP. This integration is made ...

With native support for Oracle Databases, the MCP server will allow developers to build AI agents that can autonomously query, reason, and generate insights without custom integration layers. Oracle ...

Oracle Corp. today unveiled MCP Server for Oracle Database, a new Model Context Protocol offering that brings artificial intelligence-powered interaction directly into its core database platform to ...