Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...

Oracle will spend around $40 billion on Nvidia’s higher-performance chips to power OpenAI’s new US data center, the Financial Times reported Friday. The data center, situated in Abilene, Texas, is ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle’s ORCL remaining performance obligations for the first quarter increased 359% to $455 billion, primarily due to expanding relationships with large language model providers. Management also ...

Oracle has created an infrastructure business whereby it rents access to Nvidia's GPUs through a cloud-based system. This model is attractive for businesses that have trouble procuring GPUs but demand ...

Wall Street analysts are deeply divided over Oracle's trajectory, a level of disagreement rarely seen for a major technology ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...