The AI infrastructure race was supposed to be a straight line up and to the right, a capital spending binge that would pay ...

Oracle ORCL is set to report fiscal second-quarter results tomorrow — a big test for a stock that has become a central player ...

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an infrastructu ...