Hyperscalers, including Oracle, led the leasing tables in 2025 and, going into 2026, TD Cowen sees a “highly robust” US data center leasing pipeline, with around 9.2GW of live US data center leases in ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Morgan Stanley analyst Keith Weiss cut his price target on Oracle stock to $213 from $320.

Oracle outlines how to maximize its Fusion AI Data Platform's managed pipeline to unify enterprise data for advanced analytics, AI, and automated workflows.

The cloud provider will offer up to $250,000 per participating company in credits and training, with a separate $1.9 million ...

Oracle cofounder Larry Ellison says the AI model race is already commoditising, with rivals training on the same public data.

Even with its solid growth engines, Oracle's stock stumbled over the past 12 months, down 5%. Still, longer-term investors ...

Larry Ellison believes AI's future hinges on private enterprise data, with models trained on public data becoming ...

Oracle founder Larry Ellison argues that today’s leading AI models from Google, OpenAI and Meta are becoming commoditised because they rely on the same public internet data. He believes the next major ...

Ellison argued that this shared reliance on open web-sourced training data creates little meaningful differentiation among the major players.

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

This chip stock is another contrarian play from Tepper.