ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

Cloud revenue was the main driver, climbing 44% to $8.9 billion. Oracle Cloud Infrastructure grew even faster, rising 84% to $4.9 billion. The numbers show Oracle is no longer just a legacy database ...

Buchanan Technologies today announced it has been namedas arepresentative vendor in the 2026 Gartner ® Market Guide for Oracle ...

Oracle Cloud Infrastructure (OCI) has become a strategically significant part of Oracle’s business, and one it hopes offers differentiation from the major hyperscalers. The company posted cloud ...

Oracle is making one of the biggest infrastructure bets in the AI industry as it rapidly expands Oracle Cloud Infrastructure ...

Oracle's AI cloud story is getting bigger, but rising debt and negative free cash flow make this stock far more complicated ...

AI Video Is Crushing Compute Economics. The Hidden AI Infrastructure Play Behind TikTok, Oracle And Synthetic Creators ...

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 ...

With a 43% rise year-to-date (YTD), Oracle stock (NYSE:ORCL) has fared much better than the broader S&P 500 index, which has gained 7%. This outperformance is partly attributed to rising demand for ...

Credit: Image generated by VentureBeat with FLUX-pro-1.1 For those looking for proof that gen AI is actually having a significant impact on traditional software vendors, they need look no further than ...