Browsing Tag
Oracle Corporation
60 posts
Britain puts Microsoft, Google, AWS and Oracle under direct financial cloud oversight
Britain will directly supervise four major cloud providers used by banks and insurers, turning technology concentration into a formal financial-stability issue.
Defence Holdings has secured the cash, but what must ALRT deliver before investors return?
Defence Holdings has completed a significantly oversubscribed £4 million placing, giving the London-listed defence technology company additional capital for partnerships, working capital and contract execution. The financing strengthens its ability to pursue a software-led defence strategy, but investors must now assess whether operational progress can outweigh dilution and a sharp retreat in the ALRT share price.
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Defence Holdings launches Meridian accelerator as ALRT targets UK defence technology gap
Defence Holdings has opened applications for Meridian, a selective defence technology accelerator backed by Oracle infrastructure and procurement support. The opportunity is significant, but ALRT investors are demanding evidence that customer access can become contracts, revenue and defensible equity value.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
Why the $16bn Stargate data center campus could make or break AI infrastructure economics
Oracle and OpenAI’s $16bn Michigan AI campus tests power grids, construction capacity and data center economics. Read why it matters.
Can Workday and Google Cloud make enterprise AI agents useful before the hype runs out?
Workday and Google Cloud are pushing AI agents into HR and finance workflows. The strategic test is whether Gemini can make Workday stickier.