Oracle Corporation (ORCL)
Oracle to Deploy 50,000 Chips From Advanced Micro Devices. AMD Stock Is Rising.
Advanced Micro Devices and Oracle will begin deploying chips in the third quarter of 2026.
Oracle, AMD Partner on New AI Chip Deal
Tech companies extend their deal sprees for data-center deployments into 2027 and beyond
Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. The move is the latest sign that cloud companies are increasingly offering AMD's GPUs as an alternative to Nvidia's market-leading GPUs for artificial intelligence.
Oracle CEO Magouyrk: ‘Of course' OpenAI can pay $60 billion per year
Oracle CEOs Clay Magouyrk and Mike Sicilia sit down with CNBC's David Faber to discuss the company's partnership with OpenAI, the surge in AI infrastructure demand, and how Oracle is managing risk as the AI boom accelerates.
Benson Investment Exits $5.6 Million Oracle Stake as AI Fuels Stock's Record Rally
Benson Investment Management Company, Inc. fully exited its position in Oracle (ORCL -1.33%) during the third quarter in an estimated $5.6 million transaction, according to an SEC filing released on Friday.
Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?
ORCL's $35B CapEx push aims to boost its cloud and AI footprint, but mounting debt and cash flow strain may test the strategy's payoff.
Final Trades: Oracle, Netflix, the UUP and the IYM
The Investment Committee give you their top stocks to watch for the second half.
What's next for Oracle's stock? This upcoming event will offer clues.
Next week's analyst day is Oracle's most anticipated in decades. These are the big questions investors have.
Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?
ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.
Trade Tracker: Jim Lebenthal buys Oracle
Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Repot' to detail his latest buy in Oracle.
Oracle reportedly faces thin margins on Nvidia chip rentals amid AI cloud expansion
Oracle Corp (NYSE:ORCL, ETR:ORC) is reportedly experiencing thin gross profit margins on its business renting Nvidia Corp (NASDAQ:NVDA, ETR:NVD) chips to customers, with internal documents showing a margin of roughly 14% on $900 million in revenue for the three months ending August 2025. This figure is far below Oracle's overall gross margin of about 70%, highlighting the high costs associated with Nvidia chips and the operational expenses of running large-scale AI data centers, including labor, power, and depreciation.
Momentum Meets Value: Oracle Stock's Next Leg Could Be Higher
Oracle (ORCL) stock could be an excellent option to capitalize on the momentum. Why? This is due to its strong margins, low-debt capital structure, fair valuation, and positive momentum.
