Tire giant Michelin has confirmed a data breach stemming from the Oracle E-Business Suite (EBS) hacking campaign.

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle’s most recent ...

Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital expenditure plans before buying shares.

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.