Despite heavy capex, negative free cash flow, and rising leverage, I see the current 16x multiple as unjustified given 18% ...

Oracle is deeply out of favor, trading at a steep discount after heavy AI-driven capex, and negative free cash flow. Learn ...

The Pentagon on Thursday announced a contract with Oracle worth almost $7 billion over a decade, a big win for the software ...

Pentagon Oracle contract: The DoW awarded Oracle a 10-year IDIQ worth up to $6.99 billion on July 23, 2026 — the first ...

The contract, announced Thursday, aims to make it easier and cheaper to purchase software licenses by consolidating those ...

Wisconsin utility regulators are defending a new data center finance rule in court after facing a lawsuit from tech giant Oracle.

Oracle has scored a $7 billion agreement to consolidate what the Pentagon called its “fragmented, one-off information ...

The utility told investors the project remains on schedule despite the tech giant’s legal challenge to Wisconsin’s new credit rating requirements for large data center operators.

The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle ​to consolidate the department's ...

A 10-year award covering the entire U.S. military landed on a stock that has stopped caring about contracts.

Hyperliquid's SK Hynix perp fell 17.9% after a bad Seoul print. Trade.xyz set the oracle, and $57 million was liquidated.

Oracle’s plans for a $15 billion artificial intelligence data center in Wisconsin have encountered a major setback. This ...