Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by ...

Layercake, an Australian digital engineering company and Oracle partner, says that its media orchestration and automation platform, Streamcake, can now run on Oracle Cloud Infrastructure (OCI).

Oracle CEO Safra Catz worked her magic on Wall Street yesterday, as the company’s share price soared on the back of upgraded $500 billion expectations for its cloud infrastructure business as the AI ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

Why Oracle's Fair Value Reset Is Back in Focus Oracle's fair value estimate was recently revised from about US$342.28 to ...

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down as ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Layercake, an Australian digital engineering company and Oracle partner, has announced that its media orchestration and automation platform, Streamcake, can now ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...