Oracle Corporation (ORCL)
Oracle: The Overlooked Moat Behind OpenAI's $300B Deal
Oracle's Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped 359% YoY to $455B, with a $317B sequential boost from the 5-year, $300B OpenAI deal. The Street expects accelerating revenue, mainly centered on OCI. To build the Texas and Wisconsin sites, Oracle raised $18B (Sep 25) and is likely in talks for $38B more. FY2026 CapEx guidance is $35B, up 91% YoY.
Is Oracle Just Consolidating For Next Rally?
Oracle (ORCL) stock could be a strong contender to capitalize on the current momentum. Why? Because it possesses strong margins, a low-debt capital structure, and strong momentum.
How Oracle Stock Falls To $180?
Oracle stock (NYSE: ORCL) has dropped 7% in a day, currently priced at $257. This decline appears to be due to profit-taking after the stock had soared over 80% in the past six months, largely driven by the announcement of its five-year, $300 billion cloud computing contract with OpenAI.
Oracle poised as fourth AI hyperscaler, Bank of America says
Oracle Corp (NYSE:ORCL, ETR:ORC) has solidified its position as a major player in the artificial intelligence (AI) infrastructure market, following its $300 billion deal with OpenAI, according to Bank of America analysts. The investment banking firm said Oracle's accelerated capital expenditure and increased GPU density have positioned the company alongside established hyperscalers in the AI compute space.
Trump says he might sign final TikTok deal on Thursday
U.S. President Donald Trump said he might sign a final deal on TikTok on Thursday and has obtained a "provisional approval" from China's President Xi Jinping, whom he is expected to meet later this week in South Korea during his Asia tour.
Is ORCL Stock A Better Pick vs. Peers?
Oracle stock (NYSE: ORCL) recently dropped 10% in a week, a decline attributed to investor concern over the high costs and potential margin pressure from its aggressive expansion into the AI cloud infrastructure business. Despite this volatility, Oracle, along with Salesforce (NYSE: CRM), directly competes with Synopsys (NASDAQ:SNPS) in the Application Software sector.
Oracle, OpenAI to Build $15 Billion Data Center Site in Wisconsin
The planned $15 billion campus in Port Washington, Wisc., is part of OpenAI and Oracle's previously-announced plan to deliver up to 4.5 gigawatts of additional Stargate capacity.
Oracle (ORCL) Stock Dips While Market Gains: Key Facts
Oracle (ORCL) concluded the recent trading session at $277.18, signifying a -4.85% move from its prior day's close.
Oracle Red Bull Racing's Schwartz and Mekies Speak on F1 Partnership and Success
Oracle Red Bull Racing secured pole position this weekend at the United States Grand Prix. Carlyle CEO Harvey Schwartz and Oracle Red Bull Racing Team Principal Laurent Mekies speak with Bloomberg's Dani Burger to discuss their partnership and recent racing success in Formula One.
Oracle Stock Investors -- You'll Love This Update!
Oracle (ORCL -6.72%) provided investors with a massive update you will not want to miss.
S&P 500 Gains and Losses Today: Amex Stock Hits Record High; Oracle and Newmont Plunge
Shares of a major credit card issuer moved higher as a refresh of high-end cards and strong spending among affluent customers helped drive a quarterly earnings beat. Meanwhile, gold prices retreated from their recent highs, exerting pressuring on a major mining company.
Oracle stock drops 7% as some skeptics question lofty AI targets
On Thursday, Oracle said it expects $20 billion in artificial intelligence revenue in the 2030 fiscal year, up from up from $3 billion in fiscal 2026. But after a huge run in the stock, Wall Street showed signs of skepticism on Friday, with investors pushing the shares down 7%.
