Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies specializing in AI, cyber, secure communications, and autonomous systems to support US and allied defense missions. This initiative accelerates the transition from prototype to operational use by connecting emerging tech firms with Oracle's cloud and AI infrastructure. The program also offers expanded benefits through partnerships with Defence Holdings and Shield Reply, helping companies deploy secure, mission-ready solutions faster. This move aims to enhance national security by delivering advanced, mission-critical technologies more efficiently.
Meta and Microsoft are leading tech companies investing heavily in AI data-center leases, with total commitments exceeding $850 billion. Meta's future lease obligations surged 76% to $182.9 billion, reflecting CEO Mark Zuckerberg's plan to invest hun...
Oracle Health and Theator have partnered to deliver AI-powered surgical intelligence solutions that enhance the accuracy of surgical documentation, patient care, and billing processes. Their technology captures and analyzes surgical video in real tim...
Oracle's stock has fallen nearly 30% since June, raising concerns about cash burn. However, the company boasts a massive $638 billion backlog of signed future revenue, driven by its dominant position in enterprise AI infrastructure. Cloud Infrastruct...
Oracle has been reaffirmed as a "Strong Buy" due to its impressive financial performance, including 20.6% revenue growth and more than doubling its operating cash flow in FY2026, driven by cloud expansion. Management projects even stronger growth of ...
Oracle's stock has fallen to $175, dragged down by worries about AI impacting traditional software and high capital costs. However, its Q4 report revealed a massive $638 billion AI backlog, ensuring years of future revenue. Cloud Infrastructure reven...
