Oracle (ORCL) stock rises after TikTok U.S. joint venture news, highlighting growth in cloud infrastructure and AI workloads.
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Could TikTok, not AI, end up saving Oracle?

Oracle has spent the past few years pitching itself as an artificial intelligence infrastructure powerhouse, yet investors have watched its stock whipsaw as the company races to keep up with larger ...
Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle and Amazon Web Services jointly announced the launch of Oracle Database@AWS. The new ...
The cloud services provider’s announcements this year focused on providing developers and enterprises with new ways to take advantage of generative AI in their operations. As competition heats up ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Larry Ellison says Oracle will build “more cloud infrastructure data centers than all its infrastructure competitors combined." Ellison, Oracle's founder and CTO, made the bold claim on the company's ...
Oracle is trying to buy its way into the center of the artificial intelligence boom with one of the most aggressive ...
On Sept. 10, Oracle (ORCL +3.34%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle forecasts that revenue from its Oracle Cloud Infrastructure ...
When Oracle launched its second-generation cloud in 2016, it revealed an architecture designed from the ground up for cloud workloads: Oracle Cloud Infrastructure. In the eight years since that launch ...