The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.

Morgan Stanley credit analysts Lindsay Tyler and David Hamburger describe several fault lines: a growing gap between spending and available funding, a balance sheet that continues ...

Oracle's market value has dropped by over $300 billion since its OpenAI deal. Investors are worried about the company's debt-fueled AI investments. This has led to talk of a 'Curse of ChatGPT'. Oracle ...

The U.S. Cybersecurity & Infrastructure Security Agency (CISA) is warning government agencies to patch an Oracle Identity Manager tracked as CVE-2025-61757 that has been exploited in attacks, ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

Oracle bonds take hit after reports of debt takeout Investors concerned over commitments to AI Others question depreciation accounting of AI buildout Nov 14 (Reuters) - Oracle bonds have taken a hit ...

Oracle's recent 30% share price drop mainly only erased irrational post-RPO announcement gains. ORCL's future growth is highly dependent on cloud infrastructure and concentrated OpenAI commitments, ...

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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Oracle has been hit harder than big tech rivals in the recent sell-off of tech stocks and bonds, as its vast ...

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. It’s too soon to be talking about the Curse of OpenAI, but we’re going to anyway. Since September 10, when ...

The Michigan Public Service Commission declined to take up DTE Energy’s power contracts for the Oracle and Open AI data center in Saline Township Friday, despite the utility’s statement that the ...

Investment firms for the world’s ultra-wealthy diverged over their stance on Oracle Corp. during a period when the US software giant’s stock rallied the most in more than three decades and briefly ...