Oracle is soaring as investors cheer its aggressive data-center forecast as a positive sign for AI demand.

The funding covers more than half of the A.I. data centers that OpenAI plans to build in the U.S. over the next several years ...

Here's an eye-popping new price tag for generative AI's booming demand for energy and computing power for data centers: $300 ...

Oracle Corporation jumps on a $300B OpenAI cloud deal, but gains may be priced in after a strong rally. Read why I rate ORCL ...

markdown 中邮证券近期发布研报，深入分析了AI时代下算力基础设施的投资机遇。报告指出，由于 AI大模型 需求的爆发以及各行业智能化转型的加速，算力基础设施的供需缺口持续扩大。 AI Infra 作为连接算力硬件与AI应用的枢纽，其价值将在AI渗透中得到重估，并带来云计算领域的新增长。中邮证券建议关注云计算、AI+Data、AIAgent及AI算力等相关标的。

The Journal says Oracle has a much greater debt load relative to its cash holdings than Microsoft, Amazon and Meta. Its ...

Oracle co-founder Larry Ellison believes the real breakthrough for AI will come from inference, which has potential in fields ...

Oracle is poised to play a key role in a new framework deal aimed at keeping TikTok operational in the United States, ...

Oracle’s AI and cloud pivot, strong backlog, and growth outlook make it a top buy for investors. Click here to read my most ...

Oracle's stock just surged 30% overnight as Wall Street realizes this isn't your father's database company anymore.

Oracle is reportedly part of a consortium poised to enable TikTok's continued operation in the U.S., pending a finalized ...

All of this suggests that Oracle, thanks to its solid business built over time and its position in the AI market, could ...