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Oracle

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Investor caution contrasts with mounting signals that AI compute demand is still accelerating.

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

Wells Fargo Starts Oracle at Overweight, Joining Bullish Calls on AI Backlog

Oracle Sets 2030 AI Cloud Targets as Shares Fall on Capex Concerns

Oracle’s AI Cloud Boom Propels Ellison Briefly to No. 1 as Shares Score Biggest Jump Since 1992