I keep hitting the buy button on Oracle (NYSE:ORCL | ORCL Price Prediction) because I think the market is still pricing it as a legacy database company while it quietly builds itself into a Tier-1 hyperscaler.
It isn't surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.
A $10,000 position opened in mid-August 2025 is worth about $6,300 today, dividends included. Oracle's remaining performance obligations grew from $455 billion last September to $638 billion by the end of fiscal 2026.
A natural gas pipeline project in New Mexico will be completed almost six months after the originally planned date. The pipeline is crucial to the power needs of the massive Project Jupiter facility.
ORCL expands its AWS database partnership to 22 regions, bringing Exadata-class performance to AI-ready workloads while advancing its multicloud strategy.
After reaching an important support level, Oracle (ORCL) could be a good stock pick from a technical perspective. ORCL surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
Oracle (NYSE:ORCL | ORCL Price Prediction) and Super Micro Computer (NASDAQ:SMCI) both just closed the books on fiscal 2026, and both are riding the same AI infrastructure wave from very different seats.
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.
A lack of clarity around Oracle's future AI spending plans is keeping investors on the sidelines, one analyst believes.
Oracle has drawn up plans for job cuts this month, according to insiders and a document. The company has been racking up billions in debt to fund its AI infrastructure buildout.
Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are up 3.71% in Tuesday's midday session, changing hands near $190.94, while Oracle (NYSE:ORCL) has slipped 3.93% to $145.12.
Oracle has quietly transformed from a legacy database vendor into one of the most strategically positioned AI infrastructure players in the market.