Oracle: I See 64% Upside And A Whole Lot Of Fear

Despite heavy capex, negative free cash flow, and rising leverage, I see the current 16x multiple as unjustified given 18% ...

Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble

The billionaire’s company took on ominous loads of debt to build data centers around the world. The implications go far beyond Oracle.
The New York Times

Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble?

Inside the 81-year-old billionaire’s risky, debt-fueled scramble to transform his data empire into an A.I. juggernaut. Credit...Illustration by John Provencher Supported by By Jonathan Mahler Jim ...

Why Oracle Stock Just Jumped

Oracle and Google Cloud -- the cloud unit of Alphabet -- said Thursday they are widening a partnership that already lets ...

Oracle Gains After Expanding Google Gemini AI Partnership

Oracle Corp. gained more than 8% after saying it would expand a partnership with Google Cloud to bring Gemini artificial ...