ORACLE says there is real value in AI as demand far outpaces supply

Oracle CEO Mike Sicilia said on Tuesday that he is not concerned about an "AI bubble," adding that there is real value in ...
Barchart on MSN

Oracle Earnings Preview: What to Expect

Valued at a market cap of $807.7 billion, Oracle Corporation (ORCL) is a leading provider of enterprise software, cloud ...
CBS News

Oracle, Silver Lake would play key roles in TikTok deal between Trump administration and China

Journalist Jo Ling Kent joined CBS News in July 2023 as the senior business and technology correspondent for CBS News. Kent has more than 15 years of experience covering the intersection of technology ...
Insider Monkey

Analyst After Oracle (ORCL) Margin Report: There Are ‘Cracks’ In Belief That This Will ‘Keep Going’

We recently published 10 Most Popular Analyst Calls to Watch This Week. Oracle Corporation (NYSE:ORCL) is one of the trending stocks. Karen Finerman, CEO & Co-founder, Metropolitan Capital Advisors, ...
kahawatungu

Oracle stock slips 5% on report company is seeing thin cloud margins from Nvidia chips

Oracle stock slipped 5% on Tuesday after a report from The Information that raised questions about the company’s plans to buy billions of Nvidia chips to rent as a cloud provider to clients like ...
SecurityWeek

Exploitation of Oracle EBS Zero-Day Started 2 Months Before Patching

Hundreds of internet-exposed Oracle E-Business Suite instances may still be vulnerable to attacks. More information has come to light on the recently patched Oracle E-Business Suite (EBS) zero-day, ...
Bloomberg L.P.

Oracle Shares Take a Hit on Profit Margins Report

Oracle shares tumbled after a report that the software maker’s profit margin in its cloud computing business is lower than many on Wall Street have been estimating. While Oracle generated roughly $900 ...
Investing

Oracle stock falls after report reveals thin margins in AI cloud business

Investing.com -- Oracle (NYSE:ORCL) stock fell as much as 7% Tuesday following a report from The Information that revealed the company’s AI cloud business operates with razor-thin gross profit margins ...
https//beincrypto.com

Oracle and Crypto Stocks Crash After Report on AI Profit Margins

Oracle’s $40 billion market cap loss exposed razor-thin AI cloud profit margins, raising doubts about the sustainability of its growth model. Analysts warn that circular financing among AI firms and ...
Mint

Oracle shares drop 7% after report flags lower-than-expected cloud profit margins from Nvidia chips

Oracle Corp. shares fell almost 7 per cent on Tuesday following a report that the profit margin in its cloud computing segment is lower than what many on Wall Street had estimated. During the three ...
Seeking Alpha

Oracle's documents show financial challenges of renting out Nvidia's chips: report

Oracle's (NYSE:ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year or so, lower than what many equity analysts have forecast, The ...