Stock drop after earnings: Oracle's shares fell 8-11% following its earnings release, as concerns over dilution and AI ...
In today’s CEO Daily: Diane Brady on the problems faced by Oracle’s new co-CEOs. The big story: $100 billion Nvidia-OpenAI deal features “circularity.” The markets: Up! Plus: All the news and ...
RPO backlog risks, AI server margin targets, and $2.1B restructuring amid $100B+ debt. Here's what investors need to know about the company.
Good morning. Yesterday, Oracle announced a move that is about as divisive as you’ll find in a modern C-suite: The company appointed co-CEOs, with Clay Magouyrk and Mike Sicilia taking over from Safra ...