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Recent items include:
- Oracle: OpenAI Just Blinked
- Oracle Corporation: Don't Catch The Falling Knife When Thesis Depends On One Customer
- Oracle Valuation: Investment Supercycle, Forward Consensus, And Renewed Volatility Point To Compelling Upside Potential
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Oracle Corporation: Don't Catch The Falling Knife When Thesis Depends On One Customer
Oracle Valuation: Investment Supercycle, Forward Consensus, And Renewed Volatility Point To Compelling Upside Potential
Oracle Earnings Preview: Chart Has Improved, But Free Cash Flow Is Still Grim
Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7...
Jordan Novet / CNBC: Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours ...
Oracle Surges on Blowout Q1 Results as AI Cloud Contracts Reach New Highs
Oracle beats Q1 expectations with 30% revenue growth and $7.4B in cloud infrastructure sales. AI contracts and debt load shape the outlook for ORCL stock. The post Oracle Surges on...
Oracle Is Down 59% From Its High. Here's Why a $5,000 Investment Made Now Could Be Worth Much More by Mid-2028.
Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.
Oracle Q1: 20x Earnings Is Too Cheap For 120% Cloud Growth
Oracle Calls Force Majeure Already?
Two years into a four-year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure.
Down 55% From Its High, Is Oracle a Buy?
Oracle's stock price now is less than half of what it was in September 2025.
Down 50% Over the Past Year, Is It Time to Back Up the Truck and Buy Oracle Stock as Revenue Surges?
Oracle shares have crashed on concerns over its AI infrastructure spending.
Oracle: Backlog Burden Implies More Capex Pains - Contrarian AI Buy Thesis
Oracle's Real Growth Story Is Hiding in Its $664 Billion Backlog
Oracle's backlog has increased by $209 billion over the last year.
Is Oracle a No-Brainer Buy After the Spectacular Investor Update?
Customer deposits are helping offset cash flow needs at Oracle.
Oracle, Adobe Results In Focus As Earnings Season Winds Down
Oracle on the hook to pay data centre investors even if site has no electricity
The tech group is responsible for ‘Project Jupiter’ payments despite force majeure notice on New Mexico project
Why Is Oracle Stock Up Today?
Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.
Not Alphabet. Not Microsoft. This Is the Cloud Stock I'd Buy With $5,000 Right Now.
Oracle's cloud backlog has swelled to $664 billion, and the stock has pulled back. Here's why long-term investors may want to take a closer look.
Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.
Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.
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