Oracle Corporation (ORCL)
Oracle's AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners
How did Oracle go from market darling to market disappointment in just a few months?
Oracle shares suffer on OpenAI concerns, But UBS sees 2026 upside
Oracle Corp (NYSE:ORCL, XETRA:ORC) has seen its shares slide 41% from mid-September 2025 highs, reflecting investor unease over the tech giant's outlook and broader skepticism around OpenAI's growth, according to UBS. Despite the sell-off, the bank maintains a Buy rating on Oracle, citing potential revenue acceleration and a rebound in the AI narrative in 1H26.
Can Oracle Stock Rally? Possible, And Here Is How
Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two months.
Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?
The 2025 price correction came after a large inflow of capital, fueled by an expanding positive outlook connected to AI, indicating strong gains are expected.
Is Oracle Stock Really Capable of Surging to $400? Or is That a Pipe Dream?
Though it certainly doesn't feel like it, Oracle (NASDAQ:ORCL) shares finished 2025 with respectable, market-beating gains intact, up around 17%, topping the S&P 500 by close to a full percentage point.
Why OpenAI could be a 'major risk' to Oracle
Oracle's (ORCL) dependence on OpenAI (OPAI.PVT) has emerged as a key risk for the cloud company. Monachil Capital Partners managing partner and chief investment officer Ali Meli joins Market Domination to discuss his outlook for the stock.
Is Trending Stock Oracle Corporation (ORCL) a Buy Now?
Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.
Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.
Is Oracle a Sinking Ship or a Buying Opportunity?
Oracle (NYSE:ORCL ) looked set to be the newest addition to the $1 trillion club just a few months back in September, where its valuation topped $877 billion.
Oracle shares heading for worst quarter since 2001 following AI investment concerns
Wall Street is losing faith in Oracle's capacity to crank out new server farms for OpenAI, even after the AI giant agreed to spend over $300 billion with the tech firm.
Forget The Chips: Oracle Wins Phase 2 of AI
Investors watched Oracle Corporation NYSE: ORCL surge to a closing price of $198.38 on Dec. 22, marking a gain of over 3% on heavy trading volume. While the broader technology sector has spent the last two years obsessing over which company manufactures the best artificial intelligence (AI) chips, the market is beginning to shift its focus.
I'm Buying What Oracle Is Building
Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by major multi-year AI contracts with Meta and Nvidia. Cloud now represents 50% of total revenue, with OCI as the main growth engine and SaaS applications providing steady low-teens growth.
