Oracle Corporation (ORCL)
Oracle: Is This A Stay-The-Course AI Cloud Play
Oracle has surged over 100% in six months, fueled by explosive cloud growth, record backlog, and major AI deals, like OpenAI. ORCL's AI infrastructure leadership is validated by multi-billion-dollar contracts, unique multi-cloud partnerships, and rapid expansion in GPU capacity and innovation. Despite trading at a steep premium and facing risks from high capex, debt, and customer concentration, technical momentum remains strong.
Oracle CEO Safra Catz May Have Sparked a New Growth Wave for Broadcom Stock
Sometimes the best signal to buy stock in a particular company shows up on another company's earnings call. That's what just happened for semiconductor company Broadcom (AVGO -0.12%).
Oracle in talks with Meta on $20 billion AI cloud computing deal, Bloomberg reports
Oracle is in talks with Meta on a $20 billion AI cloud computing deal, Bloomberg News reported on Friday.
Oracle: A Great Way To Use An Option Collar (Technical Analysis And Options)
Oracle Corporation recently experienced a historic single-day market cap gain driven by AI momentum. ORCL stock is technically overvalued, with high risk and high reward profiles, making risk management crucial for investors. My approach emphasizes technical analysis and options strategies, such as collars, to manage downside risk while maintaining upside exposure.
How Larry Ellison spends billions without selling many Oracle shares
CNBC's Robert Frank reports on how Oracle co-founder and chairman Larry Ellison's net worth has grown by more than $100 billion in the past day.
Oracle and OpenAI Strike $300 Billion Cloud Agreement for AI Infrastructure
Oracle's $300 billion agreement to provide cloud services to OpenAI beginning in 2027 is one of the largest technology contracts on record. According to The Wall Street Journal, the five-year deal secures vast amounts of computing power and requires 4.5 gigawatts of electricity, roughly equal to what 4 million U.S. homes consume.
Meta Slips as Oracle Surges: ORCL's AI Outlook Bearish for Meta?
Tech giant Oracle NYSE: ORCL recently put out an earnings report that left many market observers in awe. The company's Q1 fiscal 2026 sales and adjusted earnings per share weren't what impressed; Oracle actually missed estimates on both figures.
Oracle: The Dark Horse Of The AI Revolution
Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large competitors. Oracle's multi-cloud strategy and AI databases will increase customer retention and expand use cases for the company's offerings.
TikTok to be controlled by US-led group including Oracle, Silver Lake and Andreessen Horowitz in proposed deal: report
President Trump's potential deal to avoid a TikTok ban is taking shape – and with several prominent US tech and investor firms set to take majority control of the China-owned app.
Oracle-led group lines up TikTok US takeover
TikTok's American business is set to be acquired by a consortium including Oracle Corp (NYSE:ORCL, ETR:ORC), Andreessen Horowitz and Silver Lake, under a framework deal revealed after US-China talks in Madrid. President Trump is expected to discuss the plan directly with Xi Jinping this week.
Oracle, Silver Lake consortium to control 80% stake in TikTok in US, WSJ reports
TikTok's U.S. operations would be controlled by an investor consortium including Oracle , Silver Lake and Andreessen Horowitz, under a framework the U.S. and China are finalizing, the Wall Street Journal reported on Tuesday, citing people familiar with the matter.
Oracle Stock Is Rising Monday: What's Going On?
Oracle Corp ORCL shares were trading higher Monday, continuing a remarkable surge from last week. The stock is building on a five-day gain of nearly 25%, as investors cheered the company's aggressive pivot towards artificial intelligence infrastructure.
