Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...

Bottom line: A key measure of credit risk linked to Oracle has climbed to its highest level in three years, and Wall Street analysts warn that pressure is likely to intensify next year unless the ...

The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...

‘We are the only applications company in the world that’s selling complete application suites,’ Oracle co-CEO Mike Sicilia says. Oracle co-CEO Clay Magouyrk sought to clarify how the vendor finances ...

A company that most people have never heard of is among the year’s best-performing technology firms—and a symbol of the complex, interconnected, and potentially catastrophic ways in which AI companies ...

For a reading of Wall Street's shifting mood on the artificial intelligence investment boom, take a look at the daily ...