Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in ...
Over the last week, we have seen many of the beaten down software giants come back to life. Some of you may have dabbled in ...
Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See ...
Today, April 14, 2026, investors are weighing a huge fuel-cell power partnership and new AI tools reshaping this cloud ...
Oracle shares have surged this week amid a broader market rally, after a difficult start to the year. The cloud computing ...
Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work.
The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...
Oracle stock led the S&P 500 on Monday as the cloud platform provider touted some of AI tools for utilities providers.
Last week Oracle received a warrant to buy nearly $400 million in Bloom Energy's stock, which jumped on Monday after the ...