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AI infrastructure spending and OpenAI exposure remain central to Oracle’s stock story as traders look for fresh catalysts.
Larry Ellison strategically borrows against his shares in Oracle to cover his expenses while avoiding paying taxes. Here’s how many shares he’s pledged over the years.
Oracle (NYSE:ORCL) introduced Java 27 with advanced post-quantum cryptography and ecosystem updates on 15 September 2026. The Java 27 release includes Project Valhalla features and Helidon 27 support aimed at raising performance and developer productivity. Quorum Health selected Oracle Health’s AI-driven platform as its standard for clinical and operational systems across its hospital network. Java 27’s post-quantum security and the Quorum Health rollout matter, but investors should also...
The Oracle co-founder was ready to sell billions in shares. One day after the plan surfaced, he changed his mind.
The orders are enormous, but one quarter's capital spending already exceeds revenue by nearly 48%.
During the September 11 episode of Mad Money, discussing Adobe Inc. (NASDAQ:ADBE), Jim Cramer said: I’ll tell you what, it was a true throwback day. Funnily enough, the tech rally had little to do with some things that confused me and a lot to do with positive statements by Adobe and Oracle, even as their stocks […]
On September 11, Jim Cramer said Oracle Corporation’s (NYSE:ORCL) latest quarter gave him “whiplash” as the stock erased an early gain, but the Mad Money host came away more bullish on the company’s artificial intelligence buildout. He pointed to Oracle’s 121% jump in cloud infrastructure revenue and $664 billion remaining performance obligation as evidence that […]
Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.
According to a Reuters report on Tuesday, Waystar has hired investment bank Evercore to explore strategic options, including a potential sale.
ORCL vs. MSFT: Which Stock Is the Better Value Option?
International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
Oracle stock falls and is on pace to close lower for a fifth consecutive trading session. A positive catalyst for the stock is upcoming.
Oracle has never had more riding on its AI ambitions, and its latest moves show just how much is changing inside the company.
FERC gave grid operators a Dec. 31 deadline on AI data centers as wildfire liability law shifts, forcing utilities to plan for both at once.
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across […]
Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing this company, and the gap between its earnings power and its share price tells a very different story.
Caterpillar emerges as an AI dark horse with a record backlog, while Campbell's faces weak snacks, shrinking margins and declining earnings.
Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet that could reshape the stock for years.
According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Bitdeer AI has announced the securing of a 65.1MW AI Cloud data center facility, A202, at its Johor Bahru, Malaysia campus under a 10-year data center services agreement. This substantial addition is part of their strategy to expand AI cloud capacity up to 350MW by the first quarter of 2028, responding to strong market demand for liquid-cooled, rack-scale AI Cloud capacity. With this latest development, Bitdeer AI's total secured AI Cloud capacity now stands at approximately 206.5MW,...
The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.
Data center computing infrastructure provider Oracle Corporation (NYSE:ORCL) is one of the most discussed stocks in the AI space. The shares are down by more than 50% over the past year. Over this time period, Cramer has shifted between being optimistic about the firm to being wary about its massive backlog. The CNBC TV host […]
Oracle stock is down more than 50% from its high. Is this a buying opportunity?
Oracle is cutting costs even as its AI infrastructure ambitions push spending to record levels.
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