Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle shares have risen 50% in 2024 after its boffo 2025 fiscal Q1 ...

Oracle (NYSE:ORCL) stands in focus as AI cloud demand swells its infrastructure backlog, while heavy capital spending reshapes the data-center story.

Catz stated, "For fiscal year 2026, we remain confident and committed to full year total revenue growth of 16% in constant currency." She added, "Total revenue are expected to grow from 12% to 14% in ...

Cloud infrastructure revenue surged 121%, making OCI the company’s fastest-growing business.Massive Contracts a ...

Oracle shares surged in extended trading Thursday after the tech giant reported record results on the back of booming cloud infrastructure demand.

Oracle enters the period with cloud infrastructure demand meeting expanding enterprise AI use. Database migration and cloud-capacity trends remain the key operating threads. Confirmed reporting favors ...

Whether enterprise AI will ultimately be a boon or a bubble, IT buyers have a new major player to consider in Oracle Cloud Infrastructure. Oracle, like most of its cloud infrastructure competitors, is ...