MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race.

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle announced the general availability of the Oracle Exadata Database Service on Exascale ...

Oracle is paying a high price as it attempts to punch its ticket to the clouds.

Oracle Corporation continues its cycle of redefining OLTP database performance with its purpose-built Exadata platforms. Last week the company continued the tradition, introducing its twelfth Exadata ...

Oracle Corporation's Q1 earnings report and Q2 guidance were mixed, leading to a 10% drop in share price, which seems justified. Despite slower market share growth, Oracle remains well-positioned in ...

Oracle's investment in the cloud seems to have paid off for the company, which said Wednesday that its cloud operations far outgrew the rest of its businesses in the company's third fiscal quarter and ...

The most integrated F1 team technology partnership accelerates innovation with Red Bull Ford Powertrains’ power unit developed on Oracle Cloud Infrastructure and a ground-breaking AI-powered strategy ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Quick Read Oracle (ORCL) shares jumped 10% today after dropping 60% from September highs above $345. Oracle plans to raise $45B to $50B this year through debt and equity to fund cloud infrastructure ...

After becoming one of the best-performing stocks in the sector, Oracle's share price is likely to remain under pressure in the short run. Sell-side analysts are extremely optimistic and this increases ...

Oracle says its new Exadata database compute platform will run generative AI workloads faster for the same price as the old version. The new version of Oracle’s Exadata platform, X11M, is now ...