Oracle Corp (NYSE: ORCL) closed notably lower on Tuesday after a report from tech publication – The Information – raised concerns about the company's cloud margins. The aforementioned report suggested Oracle's artificial intelligence (AI) infrastructure buildout – powered by Nvidia chips and new data centres – may be more capital-intensive than Wall Street's initial expectations.
Synopsys stock (NASDAQ: SNPS) has fallen 23% in the past month. This decline followed a downbeat Q3 report, primarily due to the Design IP business losing a major foundry customer who pulled out of a partnership, citing market and client reasons.
Over the past decade, Oracle stock (NASDAQ: ORCL) has impressively returned $163 billion to its shareholders in the form of cash via dividends and buybacks. This shareholder-centric strategy has delivered extraordinary results in 2025, with the stock posting a remarkable 74% year-to-date return, dramatically outperforming the S&P 500 and establishing Oracle as one of the market's top-performing large-cap technology stocks.
Oracle said on Thursday that customers of its E-Business Suite of products "have received extortion emails," confirming a warning first issued on Wednesday by Alphabet's Google.
Oracle is reportedly investigating hacks of some customers' E-Business Suite applications after hackers who said they were affiliated with a ransomware group claimed to have breached the applications. The hackers demanded ransoms, in one case $50 million, from the large organizations they contacted, Bloomberg reported Thursday (Oct. 2), citing unnamed sources.
With Donald Trump expected to sign a deal that will keep TikTok operating in the U.S.
Oracle is transitioning from a database leader to a core AI infrastructure provider, supported by major contracts with OpenAI and TikTok. Oracle's technical advantages, strong customer relationships, and unique multi-cloud strategy position it for outsized growth despite intense competition from hyperscalers. Despite a premium valuation, Oracle's robust RPO backlog, rapid cloud growth, and ambitious revenue targets suggest significant upside potential.
Billionaire investor Seth Klarman, who has a net worth of more than $1 billion, is a very smart portfolio manager who runs the show over at Baupost Group.
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President Donald Trump insists he has found a solution to keep TikTok alive in the United States through a group of investors who will buy the short-video app from its Chinese owners in accordance with US law.
A U.S. slice of TikTok is being valued at $14 billion according to Vice President JD Vance. The parent company, China's ByteDance, has been valued at more than $200 billion.
President Donald Trump signed an executive order on Thursday declaring that his plan to sell Chinese-owned TikTok's U.S. operations to U.S. and global investors will address the national security requirements in a 2024 law.