18hon MSNOpinion
Oracle stock plummeted by 25% in the first half of 2026, and this dire AI warning might be why
Some of Oracle's biggest data center customers might be unable to meet their obligations.
Key to this shift is the emergence of artificial intelligence (AI)-enabled industry clouds, also called industry suites, that ...
Oracle’s cloud growth and workforce reset highlight the cost challenge behind AI data center expansion and enterprise ...
Microsoft cut around 4,800 roles, or 2.1% of its global workforce, on Monday — the latest in a series of layoffs that’s ...
Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...
In this photo illustration, a smartphone displays the logo of Oracle Corporation (NYSE: ORCL), an American technology company ...
Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...
The biggest AI race is no longer about smarter chatbots. Technology giants are investing hundreds of billions in computing ...
Over 900 Oracle E-Business Suite (EBS) instances have been found exposed online amid ongoing attacks exploiting a critical ...
William Blair adds Oracle, ServiceTitan, Everpure and Dynatrace to its Conviction List—AI cloud buildout, durable growth and ...
Threat actors have started exploiting CVE-2026-46817, a critical-severity vulnerability in Oracle E-Business Suite’s Payments ...
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Is Oracle’s debt simply too much to justify the risk?
Quick ReadOracle carries a $638 billion AI backlog but funds expansion through debt, unlike cash-rich rivals Microsoft, ...
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