ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.
Oracle (ORCL) reached $151.05 at the closing of the latest trading day, reflecting a +2.74% change compared to its last close.
Nvidia's tumble, paired with a positive day of trading for Oracle, allowed Oracle co-founder Larry Ellison to overtake Nvidia chief Jensen Huang as the world's seventh-wealthiest person. Ellison's estimated net worth reached $192 billion in the afternoon while Huang's dropped to $188.6 billion.
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I keep hitting the buy button on Oracle (NYSE:ORCL | ORCL Price Prediction), and the reason is embarrassingly simple: I have never seen a book of business this large sitting under a stock this beaten up.
Although Greg Abel ended Berkshire's 14-quarter net stock-selling streak, this isn't the biggest story from the company's latest quarterly report. Berkshire's new boss made the largest purchase of Warren Buffett's favorite stock that we've witnessed in five years.
The AI boom has created a strange split-screen economy.
Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle's exposure to OpenAI. The analysts wrote that Oracle shares have fallen 27% since the company's fiscal fourth-quarter results, with investors focusing on several perceived risks despite strong revenue growth and guidance.
Fusion Cloud ERP and NetSuite Cloud ERP continue to drive ARPC growth, supported by new AI features and sustained market leadership in ERP. Oracle Cloud Infrastructure's market share is projected to rise through 2028, fueled by AI data center buildouts and expanding Oracle Database partnerships. Key risks include Oracle's lack of proprietary LLMs, but strong data center expansion and exclusive database partnerships underpin long-term upside.
Oracle cut its latest quarterly dividend check on July 24, 2026, sending $0.50 per share to holders of record.
Oracle stock has rebounded in the past few days as investors have rotated to technology names as the earnings season gains steam. ORCL jumped to $145 on Tuesday, up by 27% from its lowest level this year.
In the closing of the recent trading day, Oracle (ORCL) stood at $145.74, denoting a +2.74% move from the preceding trading day.