Oracle Corporation (ORCL)
Oracle's AI Profits Look Slim—Are NBIS and CRWV at Risk Too?
Indisputably, so-called “neo-cloud” stocks have been some of the most impressive performers of 2025. This generally describes companies providing artificial intelligence (AI)-specific cloud infrastructure, particularly emerging firms like Nebius NASDAQ: NBIS and CoreWeave NASDAQ: CRWV.
Can Oracle's Expanding Contract Pipeline Drive Its Next Growth Phase?
ORCL's expanding AI and cloud contracts, including major deals with Meta and OpenAI, signal a powerful new growth phase ahead.
Oracle Corporation (ORCL) Shareholder/Analyst Call Transcript
Oracle Corporation (NYSE:ORCL ) Shareholder/Analyst Call October 16, 2025 12:45 PM EDT Company Participants Ken Bond - Senior Vice President of Investor Relations Clay Magouyrk - Chief Executive Officer & Director Mark Hura - President of Global Field Operations Mike Sicilia - Chief Executive Officer & Director Steve Miranda - Executive Vice President of Oracle Applications Development Seema Verma - Executive VP and GM of Oracle Health & Life Sciences Lawrence Ellison - Co-Founder, Chairman & CTO Douglas Kehring - Executive VP & Principal Financial Officer Conference Call Participants Geoff Brady Lia Cao Jackson Ader - KeyBanc Capital Markets Inc., Research Division Rishi Jaluria - RBC Capital Markets, Research Division Tyler Radke - Citigroup Inc., Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division John DiFucci - Guggenheim Securities, LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Aleksandr Zukin - Wolfe Research, LLC Conversation Ken Bond Senior Vice President of Investor Relations I'm just a little blown away how big this has all gotten here. I feel like I'm way high this time.
Oracle shares jump more than 3% during analyst day
CNBC's Seema Mody joins 'Fast Money' to talk Oracle share climbing on news coming out of analyst day.
Oracle's stock rises as Wall Street's AI profitability concerns are put to rest
The tech giant raised its long-term financial targets and projected strong cloud margins, reassuring investors that its massive AI spending spree is on a path to profitability
Oracle lefts long-term Cloud forecast to $166B by fiscal 2030, shares rise
Oracle Corp (NYSE:ORCL, ETR:ORC) shares added 3% after the company updated its long-term forecast for its cloud infrastructure business, projecting revenue to reach $166 billion by fiscal 2030, a significant increase from the expected $10 billion in fiscal 2025. The outlook, announced by CEO Clay Magouyrk during Oracle's Financial Analyst Meeting at CloudWorld 2025, represents a projected compound annual growth rate (CAGR) of 75% over the next five years.
Oracle: The Beginning Of A Long Rally
Oracle has reinvented itself as a leading AI infrastructure platform, driving a significant surge in share price and market relevance. ORCL's cloud segment, including Oracle Cloud Infrastructure, is fueling accelerated revenue growth and is expected to nearly 10x over the next five years. The backlog has reached unprecedented levels, positioning ORCL as a potential contender to overtake even Microsoft in the AI-driven enterprise space.
Oracle Co-CEOs Defend Massive Data-Center Expansion, Plan to Offer AI Ecosystem
Freshly appointed dual chief executives Clay Magouyrk and Mike Sicilia push back on concerns over Oracle's margins as investors examine AI bubble.
Oracle to deploy 50,000 AMD AI chips, challenging Nvidia's dominance
Oracle Corp (NYSE:ORCL, ETR:ORC) Cloud Infrastructure on Tuesday unveiled plans to deploy 50,000 Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) Instinct MI450 AI processors starting in the second half of 2026, signaling a major expansion of its partnership with the chipmaker. The MI450 chips are AMD's first designed for rack-scale configurations, allowing up to 72 processors to work together to support advanced artificial intelligence workloads.
Oracle and AMD expand AI partnership to keep up with demand
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.
Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Oracle Will Deploy AMD's AI Chips—Challenging Nvidia
AMD's expanded partnership with Oracle follows a multibillion-dollar deal announced last week between the chipmaker and OpenAI. As part of the deal, OpenAI will acquire and deploy 6 gigawatts of AMD's AI chips, starting with a 1-gigawatt deployment in 2026, and AMD will issue OpenAI a warrant for up to 160 million shares.
