Oracle Corporation (ORCL)
Larry Ellison Loses $24 Billion As Oracle Shares Slide
Ellison, who holds about 41% equity in Oracle, remains the second-wealthiest person in the world with a fortune estimated at $350.6 billion. The stock decline dropped about $24.1 billion from Ellison's net worth, representing a 6.3% decrease.
Top Stock Movers Now: Oracle, Newmont, Kenvue, American Express, and More
Major U.S. equities indexes climbed at midday Friday as regional bank stocks rebounded from yesterday's losses after a flurry of corporate earnings reports. The Dow, S&P 500, and Nasdaq were all higher.
Oracle price target boosted on AI infrastructure optimism
Jefferies analysts have raised their price target on Oracle Corp (NYSE:ORCL, ETR:ORC) to $400 from $360, noting that the company appears poised for a new growth phase driven by artificial intelligence infrastructure. This represents upside of 28% from Oracle's share price at the analysts' time of writing.
ORCL "Decade Stock?" Analysts See Promise in Oracle's A.I.
Oracle (ORCL) issued more confidence in its A.I. expectations at its A.I.
Oracle's AI Profits Look Slim—Are NBIS and CRWV at Risk Too?
Indisputably, so-called “neo-cloud” stocks have been some of the most impressive performers of 2025. This generally describes companies providing artificial intelligence (AI)-specific cloud infrastructure, particularly emerging firms like Nebius NASDAQ: NBIS and CoreWeave NASDAQ: CRWV.
Can Oracle's Expanding Contract Pipeline Drive Its Next Growth Phase?
ORCL's expanding AI and cloud contracts, including major deals with Meta and OpenAI, signal a powerful new growth phase ahead.
Oracle Corporation (ORCL) Shareholder/Analyst Call Transcript
Oracle Corporation (NYSE:ORCL ) Shareholder/Analyst Call October 16, 2025 12:45 PM EDT Company Participants Ken Bond - Senior Vice President of Investor Relations Clay Magouyrk - Chief Executive Officer & Director Mark Hura - President of Global Field Operations Mike Sicilia - Chief Executive Officer & Director Steve Miranda - Executive Vice President of Oracle Applications Development Seema Verma - Executive VP and GM of Oracle Health & Life Sciences Lawrence Ellison - Co-Founder, Chairman & CTO Douglas Kehring - Executive VP & Principal Financial Officer Conference Call Participants Geoff Brady Lia Cao Jackson Ader - KeyBanc Capital Markets Inc., Research Division Rishi Jaluria - RBC Capital Markets, Research Division Tyler Radke - Citigroup Inc., Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division John DiFucci - Guggenheim Securities, LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Aleksandr Zukin - Wolfe Research, LLC Conversation Ken Bond Senior Vice President of Investor Relations I'm just a little blown away how big this has all gotten here. I feel like I'm way high this time.
Oracle shares jump more than 3% during analyst day
CNBC's Seema Mody joins 'Fast Money' to talk Oracle share climbing on news coming out of analyst day.
Oracle's stock rises as Wall Street's AI profitability concerns are put to rest
The tech giant raised its long-term financial targets and projected strong cloud margins, reassuring investors that its massive AI spending spree is on a path to profitability
Oracle lefts long-term Cloud forecast to $166B by fiscal 2030, shares rise
Oracle Corp (NYSE:ORCL, ETR:ORC) shares added 3% after the company updated its long-term forecast for its cloud infrastructure business, projecting revenue to reach $166 billion by fiscal 2030, a significant increase from the expected $10 billion in fiscal 2025. The outlook, announced by CEO Clay Magouyrk during Oracle's Financial Analyst Meeting at CloudWorld 2025, represents a projected compound annual growth rate (CAGR) of 75% over the next five years.
Oracle: The Beginning Of A Long Rally
Oracle has reinvented itself as a leading AI infrastructure platform, driving a significant surge in share price and market relevance. ORCL's cloud segment, including Oracle Cloud Infrastructure, is fueling accelerated revenue growth and is expected to nearly 10x over the next five years. The backlog has reached unprecedented levels, positioning ORCL as a potential contender to overtake even Microsoft in the AI-driven enterprise space.
Oracle Co-CEOs Defend Massive Data-Center Expansion, Plan to Offer AI Ecosystem
Freshly appointed dual chief executives Clay Magouyrk and Mike Sicilia push back on concerns over Oracle's margins as investors examine AI bubble.
