Shares of database and cloud giant Oracle (NYSE: ORCL) plunged as much as 8.1% on Friday, before recovering slightly to a 6.9% decline on the day. Oracle held an analyst-attended Investor Day ...
Oracle Corp.'s lower margins from data centers & AI inference, risky OpenAI-linked RPO, and worsening debt threaten survival.
In the presentation, Oracle gave some more detail around its cloud infrastructure growth and margins out over the long term. Oracle's cloud growth has been a subject of some debate, especially after ...
Oracle held an Investor Day for analysts yesterday. At the event, Oracle increased its already robust long-term guidance. However, investors apparently sold the news as they ascribed some risk to the ...