The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.” ...

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly ...

Oracle is on the front line of fears about a bubble in spending on artificial intelligence. The cost of insuring against a ...

Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

A Fool since 2019, and a graduate of Cal State LA with a B.S. in Finance and M.A. in Economics. Parkev is an adjunct ...

Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and ...

Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Oracle shares tumbled in after-hours trading Wednesday after the cloud infrastructure giant released its quarterly results.

Oracle stock plunges over 7% as OpenAI data-center delay to 2028 sparks fresh worries. Oracles $300B AI build-out faces new ...