Oracle Corporation (ORCL)
Oracle Just Became One Of The Hottest Prospects On The Market
Oracle Corporation's stock surged 36% after management revealed massive new contracts and a backlog jump, despite missing revenue and EPS estimates. Cloud operations, especially Oracle Cloud Infrastructure, are driving growth, with management forecasting significant revenue expansion through 2030. Backlog exploded to $455 billion, fueled by major deals with OpenAI, xAI, Meta, Nvidia, and AMD, signaling robust future demand.
Why Wall Street Analysts Say the Record Run for Oracle Stock is Just Getting Started
Oracle's (ORCL) blistering stock gain amid strong AI demand has Wall Street analysts racing to raise their price targets—with most expecting its record run isn't over yet.
Melius' Ben Reitzes reiterates buy rating reflects revenue growth in Oracle
Ben Reitzes, Melius Research head of tech research, joins 'Fast Money' with reaction to Oracle's record run.
Analyzing ORCL's "Unheard" Guidance & Profitable A.I. Attainability
Oracle's (ORCL) earnings "weren't good at all," says Nigam Arora, "but the projections were eye-popping." He talks about the attainability of the company's projected 800% cloud infrastructure revenue goal between fiscal 2027 and fiscal 2030.
The AI Trade Picks Up Steam After Oracle's 'Truly Historic' Quarter
The artificial intelligence trade got a shot of adrenaline on Wednesday after results from database software and cloud provider Oracle suggested the AI spending bonanza has ample room to run.
Oracle's not much more expensive than it was earlier this week, says Citi's Tyler Radke
Tyler Radke, Citi co-head of U.S. software equity research, joins 'Power Lunch' to discuss Oracle's latest quarterly earnings results, the company's compound annual growth rates and much more.
OpenAI, Oracle sign $300 billion computing deal
CNBC's MacKenzie Sigalos reports on news regarding OpenAI and Oracle.
Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise
ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.
OpenAI and Oracle reportedly ink historic cloud computing deal
Oracle sent its shares soaring after markets closed yesterday after reporting that it signed multiple multi-billion-dollar contracts with several customers. Now, we have an idea of who those customers might be.
RBC's Rishi Jaluria on under-the-radar AI plays outside of Oracle and Microsoft
Rishi Jaluria, RBC software analyst, joins 'The Exchange' to discuss the outlook for Oracle as the stock's shares soar, its global AI infrastructure and the Microsoft trade.
Top Stock Movers Now: Oracle, GameStop, Synopsys, and More
The S&P 500 and Nasdaq climbed to record highs Wednesday following a report showing wholesale inflation surprisingly fell in August. The Dow slid, however, led by a drop in shares of Apple (AAPL), after the tech giant launched its iPhone 17 models yesterday.
Oracle's Success Makes It Overvalued (Rating Downgrade)
Oracle Corporation's after-hours surge is driven by massive cloud RPO growth, but margin declines and stagnant EPS raise red flags for long-term investors. Despite strong enterprise positioning and huge new contracts, Oracle's high P/E ratio is hard to justify given its earnings trajectory and competitive risks. Reliance on Nvidia silicon, while peers develop custom chips, threatens Oracle's future margins and market share as hyperscalers drive costs lower.
