Oracle Corporation (ORCL)
Oracle: The Brannan Store Of The AI Age
Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure enabler for enterprise AI makes it the key beneficiary of the AI boom. Capex is set to rise sharply to meet unprecedented demand, likely requiring more debt, but revenue growth and valuation multiples remain compelling.
S&P 500 Gains and Losses Today: Index Drops as Middle East Tensions Rise; Oracle Climbs
Major U.S. equities indexes moved lower after Israel conducted attacks targeting Iran's nuclear program and military leadership, prompting a retaliation from Tehran and exacerbating the tense geopolitical environment in the Middle East and across the globe.
Oracle appears to have named two new presidents
Oracle appears to have appointed two new presidents. Internally, the people are considered part of a succession plan for Larry Ellison, one insider said.
Oracle's stock on pace for best week since 2001 on cloud momentum
Oracle shares popped 24% this week, their best performance since 2001, after the company's earnings report pointed to momentum in its cloud business. The stock has outperformed all of tech's megacaps so far this year.
Larry Ellison $40 Billion Richer — Surpassing Bezos And Zuckerberg — As Oracle Stock Mounts Big Rally
$104 billion. That's how much market capitalization Oracle has gained over the last two trading sessions.
Oracle: A Textbook Example Of Recency Bias
From an underdog priced at a heavy discount, Oracle is now emerging as a leader in the cloud with a stock that is priced accordingly. I show why many investors were falling victims to recency bias and how this created the massive opportunity behind the ORCL stock. The stock, however, is now increasingly trading on momentum and returns rely on the company continuing to deliver better-than-expected results.
Oracle shares surge on strong results, ambitious cloud forecast
Oracle Corp (NYSE:ORCL, ETR:ORC)'s shares jumped in US trading overnight after the company released impressive results for the fourth quarter and full financial year, with total quarterly revenues up 11% year-over-year to $15.9 billion. The strong performance was driven by robust demand for Oracle's cloud infrastructure and applications, with cloud revenues climbing 27% to $6.7 billion, marking a major growth area for the company.
Oracle earnings lift ORCL stock price sky-high as cloud infrastructure sales projected to grow by 70%
Oracle investors are on cloud nine today as the stock reached record heights. The company's fourth-quarter earnings results beat expectations yesterday and projected even more gains in cloud infrastructure.
Oracle and AMD Collaborate to Help Customers Deliver Breakthrough Performance for Large-Scale AI and Agentic Workloads
Oracle will be among the first hyperscalers to offer an AI supercomputer with AMD Instinct MI355X GPUs OCI to deploy new zettascale AI cluster with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale AUSTIN, Texas and SANTA CLARA, Calif. , June 12, 2025 /PRNewswire/ -- Oracle and AMD today announced that AMD Instinctâ„¢ MI355X GPUs will be available on Oracle Cloud Infrastructure (OCI) to give customers more choice and more than 2X better price-performance for large-scale AI training and inference workloads compared to the previous generation.
Oracle: AI Juggernaut Starts Delivering On Its Promises
Oracle Corporation delivered strong Q4 results, beating expectations with double-digit revenue growth and robust demand for its cloud infrastructure business. Investments in AI and cloud are translating into real growth, evidenced by surging RPO and management's confident guidance for FY26 revenue acceleration. Despite operational strength and momentum, Oracle's valuation now limits upside, prompting my rating downgrade from Buy to Hold.
Oracle hits all-time high as analysts cheer AI-driven growth outlook
Oracle Corp (NYSE:ORCL, ETR:ORC) shares surged more than 14% to a record high of $201.72 on Wednesday, as analysts praised the software giant's accelerating cloud growth and massive deal backlog, despite concerns over rising capital expenditures and margin pressure. Oracle reported 11% revenue growth for the fourth quarter, up from 8% the previous quarter, and lifted its full-year 2026 revenue growth guidance to 16%.
Oracle's stock is having its best day in more than 3 years. Why Wall Street is so upbeat.
Analysts say Oracle's spending forecast and business commitments suggest more momentum ahead.
