Oracle Corporation (ORCL)
Bloom Energy: Upgrading As Oracle Deal Validates Its AI Infrastructure Dominance
Bloom Energy Corporation is upgraded to Strong Buy due to its expanded partnership with Oracle for up to 2.8 GW of fuel cells. BE's modular power solutions address critical data center power bottlenecks, offering rapid deployment, superior efficiency, and cost savings versus traditional grid connections. BE reported 2025 revenue of $2.02B and forecasts 2026 revenue of $3.1–3.3B, underpinned by a $6B order backlog and growing market adoption.
JPMorgan earnings, Oracle's $300 million windfall, new Delta suites and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal
Bloom Energy said on Monday it would supply Oracle with up to 2.8 gigawatts of fuel cell capacity under an expanded deal as rising artificial intelligence use drives up power consumption.
Oracle's stock stands out as the software sector bounces to its best day in a year
Investors searched for bargains Monday, analysts say, after last week's sharp selloff over worries about the threat from Anthropic's Claude Mythos
Oracle accused of targeting employees with stock options in recent layoffs
Outrage continues to build around Oracle's mass layoffs as some laid-off workers slam the software giant for how it allegedly chose who to cut – with one 30-year veteran suggesting the company may have targeted employees with outstanding stock options.
Oracle pops 11%, leading bounce back rally in software stocks
Oracle rallied 11%, leading a bounce in software stocks as hopes mounted for a peace deal between the U.S. and Iran. Software stocks have sold off this year on AI disruption fears and default risk concerns in private credit.
Oracle stock rallies on a string of AI-centric announcements
Oracle (NYSE: ORCL) is extending gains on Monday after the Austin-headquartered legacy firm announced a string of artificial intelligence (AI) centric announcements. The bullish momentum has propelled ORCL back above its 20-day and 50-day MAs – a “technical signal” often interpreted by traders as a shift to a renewed uptrend.
Oracle Rockets 11% Higher as AI Utility Tools and Technical Buying Collide in Heavy Trading
Oracle (NYSE:ORCL | ORCL Price Prediction) shares are spiking 11% higher on Monday, moving from $138.09 to $153 in heavy trading.
Oracle to pay dividends next week; Here's how much 100 shares will earn
The American technology giant specialized in providing enterprise applications, cloud infrastructure, hardware, and database software, Oracle (NYSE: ORCL), is scheduled to pay its second dividend of 2026 next week on April 24.
Is Oracle's 29% crash the best AI bargain on Wall Street right now?
Oracle's brutal 2026 selloff is forcing Wall Street to answer a harder question than the usual buy-the-dip reflex. Shares of the cloud and database giant were still down about 29% for the year as of March 31, even after a brief rebound.
Analyst sets Oracle stock price target for next 12 months
Late March and early April were a time of significant change for the blue-chip technology giant Oracle (NYSE: ORCL), as it first fired approximately 30,000 employees via a dawn email and then hired a new Chief Financial Officer (CFO).
Oracle's Layoffs: The $4 Billion Return Threshold Investors Cannot Ignore
Oracle is undergoing a massive capital reallocation, funding an unprecedented AI and cloud infrastructure buildout with $39.2 billion in capex and $40 billion in new debt. The recent layoff of 30,000 employees is not a sign of business weakness but a structural funding mechanism for Oracle's capital-intensive shift. ORCL must generate at least $4 billion in incremental annual profit from its AI infrastructure to justify the capital outlay.
