Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.
Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.
How did Oracle go from market darling to market disappointment in just a few months?
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.
Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two months.
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.
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.
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.
Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.
Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.
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.