Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile ...

Even Oracle can’t get all the money it wants for AI. The speculation has been building since late last week, kicked off by a report from financial analyst TD Cowen that percolated through financial ...

Feb 1 (Reuters) - Oracle (ORCL.N), opens new tab expects to raise $45 billion to $50 billion in 2026 to build additional ‌capacity for its cloud infrastructure, the software company said on Sunday.

Oracle's Larry Ellison believes the AI race is becoming a commodity due to shared internet data. He argues the future lies in leveraging private enterprise data, a move Oracle is heavily investing in ...

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

Amid fears that Oracle (ORCL) could raise as much as $100B in debt to fund its ambitious artificial intelligence endeavors, investment firm BNP Paribas believes the number is much smaller than that.

ChatGPT-developer OpenAI has issued a “code red” warning to staff on fears it is losing its crown to Alphabet-owned Google as the leading AI company.

The monitor assess the web service with the response payload below { "orders": [ { "batch": "love", "date": "2025-11-01 15:15:43", "kind": "STOCK_IN", "line": "LINE_1 ...

ORCL's growth is driven by its fast-expanding OCI cloud business, major AI partnerships (including OpenAI/Stargate), and accelerating SaaS adoption. Management guides for 16% total revenue growth and ...

A data-center group that is closely linked to Oracle and OpenAI’s Stargate effort could test the market’s willingness to provide the trillions needed to deliver artificial intelligence over the coming ...