Oracle Corporation (ORCL)
Oracle earnings will show whether its expensive AI bet is starting to pay off
The AI trade will be tested as Oracle reports third-quarter earnings. Oracle announced a $50 billion financing plan last month to fund its data center buildout.
Jim Cramer: Oracle Is the King of Data Centers and Fastest Growing
Jim Cramer made a bold call on Mad Money: “Oracle has made itself the king of the data center.
CNBC: “Oracle may be the canary in the coal mine.” For AI Deals | ORCL Stock
Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle's most recent earnings report, carries more weight than a typical market soundbite.
Here's How Much Traders Expect Oracle Stock To Move After Earnings
Oracle is set to report its latest quarterly results after the closing bell Tuesday. Traders anticipate the event could lead to a big move in the cloud computing giant's stock.
Why Oracle stock is down around 3% today
Shares of Oracle moved lower on Thursday as broader US markets declined and investors focused on the company's upcoming fiscal third-quarter results. At the time of writing, Oracle stock was down around 2% at $148.60.
Oracle faces a high bar for earnings as investors look for an AI payoff
Oracle's stock has been pressured over concerns about whether its AI spending will yield the necessary returns.
Oracle's AI Push: A Potential Catalyst for Q3 Earnings Growth?
ORCL heads into fiscal Q3 earnings with AI launches, soaring cloud momentum and expanding OCI capacity that may help fuel revenue and EPS growth.
Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges
Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology ( NASDAQ:MU ), Oracle ( NYSE:ORCL ) and Semtech ( NASDAQ:SMTC ) on the back of accelerating AI infrastructure demand.
Oracle: Trust The Math (Rating Downgrade)
Oracle faces a challenging setup ahead of 3QFY26 earnings, with risk-reward skewed to the downside despite recent multiple compression. We see higher risk around Oracle on expanding RPO requiring more CapEx spend for the year. Headlines from the past three months, including layoffs, elevated debt insurance costs, and abandoned data center plans, highlight execution risks as Oracle transitions to a more capital-intensive model.
Why Selling Puts On ORCL Stock Might Be The Smartest Move Right Now
At approximately $152.96 per share, Oracle stock (ORCL) is trading around 53% below its 52-week high.
Top S&P 500 Index news this week: US-Iran war, US CPI, Oracle earnings and more
The S&P 500 Index continued its strong downward trend last week, reaching its lowest level since December 17 last year. It ended the week at $6,740, down substantially from the year-to-date high of $7,000.
Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade.
