Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...

Analyst Keith Bachman of BMO Capital maintained a Hold rating on Oracle (ORCL – Research Report), with a price target of $142.00. Keith Bachman has given his Hold rating due to a combination of ...

Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...

AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

Oracle stock may be slumping, but Wall Street’s eyes have pivoted from its equity to its debt—and its credit default swaps. Sure, Oracle stock was down 4.5% at $189.97, its lowest since June 11. And ...

Oracle is spending aggressively on cloud and AI infrastructure, but its free cash flow is already showing strain. High debt and thin liquidity make Oracle more financially vulnerable. Execution risk ...

Wall Street analysts are deeply divided over Oracle's trajectory, a level of disagreement rarely seen for a major technology ...