Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...

Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...

Global supply chain is undergoing a profound transformation as digital technologies redefine how goods are produced, moved, and managed. From AI-driven forecasting to IoT-enabled visibility, modern ...

Despite posting impressive quarterly earnings, Oracle's shares faced significant investor pressure. The focus shifted decisively from a 54% surge in earnings ...

Investors have piled into AI-related companies this year as the technology has taken off, with promises to make Corporate America more efficient ...

Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model ...

Invesco Charter Fund’s Class A shares at net asset value returned 6.50% for the quarter, underperforming the Russell 1000 ...

Fed cuts rates 25bps amid dissent, silver hits record $64/oz. China battles deflation as ECB, BoE, and BoJ meetings loom. Get ...

ASX 200 futures are down 51pts (-0.58%) as of 8:30 am AEDT. Here's what you need to know before the market opens.