Clay Magouyrk

On Tuesday, Oracle Corporation (NASDAQ:ORCL) said its rapidly expanding AI data center business is already profitable, though heavy construction and expansion costs are temporarily weighing on overall margins. AI Data Centers Already Generating Strong Margins During the company's fiscal third-...

Safra Catz steered Oracle Corp (NYSE:ORCL) from modest gains to a stock market juggernaut, but now the company is returning to a co-CEO setup with Clay Magouyrk and Michael Sicilia at the helm. Investors are asking the obvious question: Does history repeat itself, or is this time different? Track...

Oracle Corp (NYSE:ORCL) just pulled back the curtain on its cloud ambitions at OCI Day, giving investors a close-up look at its AI-powered data center expansion. While AI demand continues to surge, JPMorgan analyst Mark R. Murphy remains cautious, maintaining a Neutral stance on Oracle stock with a...