Oracle's wake-up call is that faster employees do not automatically create a faster business. Magouyrk acknowledged that AI ...

Oracle co-CEO Clay Magouyrk tells employees that faster AI coding has not accelerated product delivery. Explore the ...

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

The risk of a sudden reversal in AI growth looms large over Oracle stock.

The cuts are part of broader nationwide layoffs at the enterprise software giant and heavily impact technical engineering and ...

Oracle co-CEO Clay Magouyrk warns AI tools cut coding from quarters to a week but product delivery hasn't improved, exposing ...

はじめに──Oracleに何が起きているのか？ Oracleと聞くと、「データベース企業」というイメージを持つ人が多いのではないでしょうか。 しかし、今回発表されたFY2027 Q1決算を見ると、そのイメージを少し変える必要がありそうです。 今、Oracleを強烈に成長させているのはクラウドインフラ、そしてAI需要だからです。 FY2027 Q1の売上高は193億ドルで前年同期比+30%。さらにC ...

Oracle's $300 billion AI data center deal with OpenAI creates massive opportunities for Vertiv and Caterpillar as industrial ...

結論｜AI需要が強いだけでは、株価は上がらない AI相場を見るうえで、次に重要になるのは「AI需要がどれだけあるか」だけではありません。 その需要を満たすための巨大な設備投資を、誰が、どの条件で、どこまで資金調達できるのか。 Oracleの動きは、その転換点を象徴しています。 Oracleは2026年2月、Oracle Cloud Infrastructure（OCI）の追加能力を建設するため、暦 ...

Meta Integration Technology, Inc. (MITI) today announced general availability of MetaKarta v12, including Semantic Hub that compiles governed business definitions into the databases, BI tools, and AI ...

Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth ...

Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries.