Two tech giants shocked Wall Street with their earnings reports in September. This week, they're under pressure to do it again.

Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to ...

As Oracle emerges as the poster child for the AI bubble, the financial landscape beneath it is bending to accommodate a future of perpetually higher leverage. Credit-rating agencies and other ...

"Oracle is aggressively pursuing the inferencing market, as well as the AI-training market," Ellison said on the company's September earnings call with investors. "We think we are in a pretty good ...