Oracle Corporation (ORCL)
Oracle reworks its finance, procurement apps for AI agents
Oracle is revamping its cloud-based financial software used by large companies to work with artificial intelligence agents, with a goal of having humans ask the system business questions and letting AI figure out how to find the data.
Oracle Hospitality Push Highlights Cloud Expansion: What's Ahead?
ORCL's hospitality cloud push gains traction with OPERA Cloud wins and Simphony upgrades, as strong growth and a $553B backlog signal expansion ahead.
Oracle: Anthropic Surge Creates New Problems
Oracle faces significant existential risk amid the current LLM-driven AI surge, with recent results highlighting accelerating vulnerabilities. RPO surged 325% year-over-year to $553 billion, primarily from large-scale AI contracts. But ORCL's largest customer's moat has been destroyed, and ORCL will pay for that.
David Trainer's AI Bear Case: ORCL & META CapEx Weigh on Profit & Job Outlook
"Oracle (ORCL) is the first canary in the coal mine" to David Trainer's AI bear case, followed by Meta Platforms (META) and other Mag 7 names committing hundreds of billions to CapEx. He adds, "spending isn't going to end any time soon," arguing these companies need to show a stronger road map to profitability.
Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?
ORCL ramps up AI capex to $50B as surging cloud growth and a $553B backlog fuel debate over whether its bold bet will deliver long-term payoff.
How Oracle Stock Handles Market Volatility
Experienced investors recognize that market shocks are inevitable; however, the true metric of risk is the magnitude of the drawdown. Historically, across 15 major crises, Oracle stock (NYSE: ORCL) has recorded an average decline of -18%, slightly underperforming the S&P 500's average of -16%.
Oracle Is Successfully Handling The Global Shift Towards AI Cloud Infrastructure
Oracle Corporation's (ORCL) record $553 billion backlog and OCI's robust 44% growth rate provide clear revenue visibility for the next 18 months. The company has successfully shed its legacy software identity and has now established itself as a modern AI cloud leader, capturing market share from giants such as AWS and Azure. Despite risks such as heavy debt and geopolitical chip supply issues, the company's pricing power-bolstered by a technological foundation of over 18,000 patents-makes it a secure investment.
Oracle Corporation (ORCL) is Attracting Investor Attention: Here is What You Should Know
Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Why Credo and Astera Soared After Oracle and Broadcom's Earnings
Credo Technology NASDAQ: CRDO and Astera Labs NASDAQ: ALAB are some of the fastest-growing beneficiaries of the artificial intelligence (AI) data center buildout.
Undercovered Dozen: Oracle, Mastercard, Petrobras, And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 6 and March 12, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.
Deciphering Oracle (ORCL) International Revenue Trends
Examine the evolution of Oracle's (ORCL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better
Demand for cloud infrastructure is driving the highest growth in Oracle's revenue and adjusted earnings in 15 years. Oracle says new AI customers are adding additional services, creating a "halo effect" across the company.
