Oracle Is Burning Cash in the Pursuit of "Hypergrowth." Is the AI Growth Stock a Buy Anyway?

Oracle is accelerating data center construction timelines and managing costs. It is justifying its spending by fulfilling highly profitable contracted capacity. Oracle’s cash burn is taking a toll on ...
Seeking Alpha

Oracle: This Capitulation Has Gone Too Far

I have to say that it was quite a spectacle to actually see how the incredible surge took Oracle stock from its May bottom to the highs in September, before it all came crashing down over the next ...
MarketWatch

Oracle’s stock suffers worst eight-day stretch in over two decades. Here’s why.

As the technology selloff deepens, Oracle’s stock has been hit by a double whammy of generalized software concerns and jitters around the company’s own artificial-intelligence spending. Back To Top ...
Wall Street Journal

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

The likelihood that Nvidia NVDA-0.40%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL-1.92%decrease; red down pointing ...
Wall Street Journal

Oracle Stock Turns Lower After $50 Billion Funding Plan

A data center in Texas being built by Stargate, a partnership between OpenAI, Oracle and SoftBank.Kyle Grillot/Bloomberg News Shares in Oracle (ORCL) fell after the technology company said it plans to ...
24/7 Wall St

Is Oracle Still Worth Chasing, or Is the Stock Set to Plunge More?

Oracle (ORCL) raised fiscal 2026 capex guidance to $50B from $35B. Oracle’s stock has nearly halved despite aggressive AI infrastructure buildout. Oracle’s total debt and lease obligations reached ...
Florida Today

Who bought TikTok? What to know about a Florida billionaire, Oracle

TikTok is now majority-owned by a group of U.S.-backed investors, including Oracle, Silver Lake, and MGX. The app's former owner, Chinese company ByteDance, retains a ...
Forbes

How Oracle AI Database 26ai Addresses The Enterprise AI Data Paradox

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits ...
Business Insider

Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch

Oracle and OpenAI have plans to build $500 billion of data centers in a venture called Stargate. JPMorgan Chase has seen slower investor interest for $38 billion of debt tied to two Stargate sites.
Forbes

Is Oracle Stock Undervalued?

Oracle stock (NYSE: ORCL) has decreased by 11% over the past six months, whereas the broader S&P 500 index has increased by 11%. Additionally, see How Low Can Qualcomm Stock Drop? What contributes to ...
Seeking Alpha

Oracle: Now Is The Time To Be Greedy (Rating Upgrade)

Oracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum. Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% ...
Gizmodo

Oracle’s AI Push Is Leading to Its Worst Quarter Since 2001

Delayed AI infrastructure projects, rising debt, and weaker-than-expected earnings are reviving dot-com-era fears on Wall Street. Reading time 2 minutes After spending a year making it clear that it ...