Oracle Corporation (ORCL)
Oracle Just Sent A Notice That Has Everyone Staring At The Wrong Place
Oracle Corporation maintains a Buy rating as revenue timing, not demand, drives current risk; signed contracts support robust forward visibility. ORCL's Q1 delivered 850 MW of AI capacity—85% of guidance—with utilization at 97.9% and renewals at a 20% premium, underscoring resilient demand. Backlog covers ~93% of FY27 revenue guidance, with $86 billion due within 12 months and customer prepayments funding 40% of capex.
Oracle Has the Biggest Upside of Any Megacap Right Now: 54%
Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.
Oracle's Negative Free Cash Flow Exposes the Uncomfortable Truth About AI's Financing Game
Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement.
Wall Street Breakfast Podcast: Constellation's Big Power Play
Constellation Energy (CEG) secures a 20-year power agreement with Amazon (AMZN), supporting investment in Calvert Cliffs nuclear plant expansion. Tencent (TCEHY) reportedly signs a $7B, five-year AI chip lease with Oracle (ORCL), diversifying ORCL's AI customer base.
Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.
Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Times.
Good news for OpenAI is great news for Oracle's stock — here's why
Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone.
CoreWeave Comes With Risks: Analysts Split on What Matters Most
CoreWeave TodayCRWVCoreWeave$86.15 +1.08 (+1.26%) As of 02:25 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$60.55▼$153.20Price Target$138.78Add to WatchlistShares of CoreWeave NASDAQ: CRWV are getting a lift after Oracle NYSE: ORCL delivered a force majeure order to Blue Owl Capital NYSE: OWL for its Project Jupiter.
Oracle Jumps 5% as Fusion Claw Launch Adds 25 Agentic Applications; Salesforce Holds Flat, ServiceNow Slips
A product launch has made Oracle (NYSE:ORCL | ORCL Price Prediction) the standout in enterprise software, with Fusion Claw extending the company's push into agentic AI. Oracle stock is at $139.54, up 5% early in the session.
Oracle: Down 55% And I'm Buying
Oracle is rated a Buy for the next 18–24 months, trading at 16x forward earnings—well below hyperscaler peers. ORCL's valuation discount is driven by a $24B cash gap between capital expenditures and operating cash flow, necessitating external funding. I expect a fair multiple of 19–21x fiscal 2027 earnings as Oracle demonstrates self-funding cloud growth and narrows its cash flow gap.
The $600 Billion AI Opportunity Behind Oracle, We See 51% Upside
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure.
Wall Street Breakfast Podcast: SK Hynix Hit By IPO Concerns
SK Hynix (SKHY) fell 4% premarket after reports its U.S. subsidiary Solidigm may IPO at a $100B valuation, raising ownership structure concerns. Larry Ellison increased Oracle (ORCL) share pledges by 19% YoY, now collateralizing $9.2B.
ShinyHunters hackers expanded attacks on Oracle's PeopleSoft, Google says
Google's cybersecurity unit said on Friday that hacking group ShinyHunters has renewed "mass exploitation" of a security flaw in Oracle's PeopleSoft software, after skirting defenses put up following attacks in the summer.
