ORCL's cloud revenues surge, fueled by AI demand and multi-cloud expansion, with management eyeing 40% growth in fiscal 2026.
Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
GOOGL's diverse ecosystem and better valuation edge out ORCL's focused approach. Track GOOGL for entry.
Oracle Corporation's heavy investments in AI and data centers have increased debt, but I believe these will drive future revenue and margin growth. Strong competitive advantages stem from high customer switching costs, strategic acquisitions, and partnerships with Nvidia and Advanced Micro Devices. Oracle's global workforce and focus on R&D position it well for innovation and cost efficiency in the cloud and AI markets.
Cisco Systems and Oracle America have decided to embark on fresh rounds of layoffs that will eliminate a combined 300-plus jobs in the Bay Area, the tech titans disclosed in WARN notices they sent to the state's labor agency.
Oracle stock has jumped 40% year to date on AI-infrastructure optimism, yet stretched valuations and structural challenges leave meaningful downside risk. At 12x trailing revenues—nearly twice its four-year average—the shares face several headwinds that could catalyze a sharp pullback.
Oracle (ORCL) reached $234.62 at the closing of the latest trading day, reflecting a -5.8% change compared to its last close.
ORCL deepens its GenAI push with Google Cloud, embedding Gemini into OCI and apps to drive enterprise adoption and growth.
Oracle could be a “disproportionate” winner in AI and its growth is picking up, according to a Mizuho analyst.
ORCL debuts AI-powered EHR with voice-first navigation, aiming to reshape healthcare tech and boost cloud growth.
Oracle Corp (NYSE:ORCL, ETR:ORC) and Google Cloud have announced an expanded partnership that will make Google's Gemini AI models available through Oracle Cloud Infrastructure (OCI). The collaboration enables Oracle customers to integrate Gemini's capabilities into enterprise applications, including finance, HR, supply chain, sales, service, and marketing.
ORCL's cloud growth impresses, but rich valuation warrants caution. You can hold or wait for better entry points in 2025 as competition intensifies.