Oracle Corporation (ORCL)
Oracle Adds AMD GPUs in Cloud Infrastructure: Will This Aid Growth?
ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.
Oracle Launches Program to Connect Defense Tech Firms With Government Clients
Oracle (ORCL) wants to help aspiring defense contractors make deals with the Pentagon.
Oracle Unveils Initiative to Help Companies Sell Tech to the Pentagon
The program aims to help smaller technology vendors access Defense Department customers and further entrench the software giant's cloud platform.
Should Oracle Stock be in Your Portfolio Post Q4 Earnings?
ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.
Wall Street Analysts Think Oracle (ORCL) Is a Good Investment: Is It?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Unlocking Oracle (ORCL) International Revenues: Trends, Surprises, and Prospects
Examine the evolution of Oracle's (ORCL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Oracle: The Brannan Store Of The AI Age
Oracle's cloud and AI infrastructure demand is surging, with RPOs up 41% and management projecting even steeper growth ahead. Our thesis: Oracle's unique position as the data and infrastructure enabler for enterprise AI makes it the key beneficiary of the AI boom. Capex is set to rise sharply to meet unprecedented demand, likely requiring more debt, but revenue growth and valuation multiples remain compelling.
S&P 500 Gains and Losses Today: Index Drops as Middle East Tensions Rise; Oracle Climbs
Major U.S. equities indexes moved lower after Israel conducted attacks targeting Iran's nuclear program and military leadership, prompting a retaliation from Tehran and exacerbating the tense geopolitical environment in the Middle East and across the globe.
Oracle appears to have named two new presidents
Oracle appears to have appointed two new presidents. Internally, the people are considered part of a succession plan for Larry Ellison, one insider said.
Oracle's stock on pace for best week since 2001 on cloud momentum
Oracle shares popped 24% this week, their best performance since 2001, after the company's earnings report pointed to momentum in its cloud business. The stock has outperformed all of tech's megacaps so far this year.
Larry Ellison $40 Billion Richer — Surpassing Bezos And Zuckerberg — As Oracle Stock Mounts Big Rally
$104 billion. That's how much market capitalization Oracle has gained over the last two trading sessions.
Oracle: A Textbook Example Of Recency Bias
From an underdog priced at a heavy discount, Oracle is now emerging as a leader in the cloud with a stock that is priced accordingly. I show why many investors were falling victims to recency bias and how this created the massive opportunity behind the ORCL stock. The stock, however, is now increasingly trading on momentum and returns rely on the company continuing to deliver better-than-expected results.
