Oracle missed its Q3 revenue estimates; its shares slipped by at least 11% after the market closed. Oracle has leaned into AI, betting big on massive data center expansion to win more business. Oracle ...

Heading to Oracle CloudWorld, I had a laundry list of open questions about Oracle's generative AI strategy - would they get answered? I did know a few things: in June, I published a review of Oracle's ...

Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that revenue, profit margins and customer diversity. Analysts on Oracle’s ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...