Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to watch that story unravel in spectacular fashion. A stock that once traded as ...
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Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Hospitals and health systems are entering a period of rapid acceleration in AI. Clinical leaders are reporting tangible gains, from automated note-taking to clearer visibility into patient histories, ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results. Now, at the time of this writing, Oracle is down roughly 42% from its ...
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Oracle earnings today offer big AI test. What Wall Street is saying ahead of the results.
OracleORCL is set to report fiscal second-quarter results this afternoon — a big test for a stock that has become a central player in the AI megatrend. Shares of the enterprise tech giant have closed ...
Oracle ( ORCL +0.60%) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining ...
Oracle Corp chart shows Death Cross, 50-day MA below 200-day MA. Hedge funds hold mixed positions, but technicals suggest ...
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