Oracle: Attractive Valuation, But The Dividend Needs Monitoring

In this article, I discuss the company's latest earnings, why investor sentiment has deteriorated, and why despite the ...

Oracle: The Massive AI Backlog Won't Save The Balance Sheet Yet

Oracle Corporation pivots to AI cloud infrastructure as capex and debt surge. Click for this look at the positives and risks ...

A $15-Billion OpenAI-Oracle Data Center Made Wisconsin Farmers Millionaires. Some Wish They’d Held Out

Developers have spent at least $125 million so far assembling land for an Oracle and OpenAI campus. Some sellers now question ...