In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, ...

Oracle faces unresolved structural issues, notably uncertainty around RPO backlog convertibility and a deteriorating balance sheet, despite a significant stock price correction. AI server gross ...

Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...