Oracle Corporation (ORCL)
Oracle's Multi-Cloud Push Intensifies: A Key Driver of Cloud Demand?
ORCL's multi-cloud integration with AWS, Azure and Google Cloud fuels surging demand, with cloud revenues projected to climb up to 37% in Q2.
Trade Tracker: Jim Lebenthal buys Oracle
Jim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Repot' to detail his latest buy in Oracle.
Oracle reportedly faces thin margins on Nvidia chip rentals amid AI cloud expansion
Oracle Corp (NYSE:ORCL, ETR:ORC) is reportedly experiencing thin gross profit margins on its business renting Nvidia Corp (NASDAQ:NVDA, ETR:NVD) chips to customers, with internal documents showing a margin of roughly 14% on $900 million in revenue for the three months ending August 2025. This figure is far below Oracle's overall gross margin of about 70%, highlighting the high costs associated with Nvidia chips and the operational expenses of running large-scale AI data centers, including labor, power, and depreciation.
Momentum Meets Value: Oracle Stock's Next Leg Could Be Higher
Oracle (ORCL) stock could be an excellent option to capitalize on the momentum. Why? This is due to its strong margins, low-debt capital structure, fair valuation, and positive momentum.
Oracle stock sinks on margin concerns: these two events could push it new highs
Oracle Corp (NYSE: ORCL) closed notably lower on Tuesday after a report from tech publication – The Information – raised concerns about the company's cloud margins. The aforementioned report suggested Oracle's artificial intelligence (AI) infrastructure buildout – powered by Nvidia chips and new data centres – may be more capital-intensive than Wall Street's initial expectations.
Is ORCL Stock A Winner?
Synopsys stock (NASDAQ: SNPS) has fallen 23% in the past month. This decline followed a downbeat Q3 report, primarily due to the Design IP business losing a major foundry customer who pulled out of a partnership, citing market and client reasons.
How Oracle Stock Delivered $163B To Investors
Over the past decade, Oracle stock (NASDAQ: ORCL) has impressively returned $163 billion to its shareholders in the form of cash via dividends and buybacks. This shareholder-centric strategy has delivered extraordinary results in 2025, with the stock posting a remarkable 74% year-to-date return, dramatically outperforming the S&P 500 and establishing Oracle as one of the market's top-performing large-cap technology stocks.
Oracle says hackers are trying to extort its customers
Oracle said on Thursday that customers of its E-Business Suite of products "have received extortion emails," confirming a warning first issued on Wednesday by Alphabet's Google.
Oracle Investigates Hacks of Customers' Applications After Cybercriminals Demand Ransoms
Oracle is reportedly investigating hacks of some customers' E-Business Suite applications after hackers who said they were affiliated with a ransomware group claimed to have breached the applications. The hackers demanded ransoms, in one case $50 million, from the large organizations they contacted, Bloomberg reported Thursday (Oct. 2), citing unnamed sources.
Oracle May Soon Hold the Keys to TikTok's Kingdom | ORCL Stock
With Donald Trump expected to sign a deal that will keep TikTok operating in the U.S.
Oracle: A Surprising AI Player With A TikTok Catalyst
Oracle is transitioning from a database leader to a core AI infrastructure provider, supported by major contracts with OpenAI and TikTok. Oracle's technical advantages, strong customer relationships, and unique multi-cloud strategy position it for outsized growth despite intense competition from hyperscalers. Despite a premium valuation, Oracle's robust RPO backlog, rapid cloud growth, and ambitious revenue targets suggest significant upside potential.
The Oracle of Boston Recently Loaded Up on These 3 Standout Stocks
Billionaire investor Seth Klarman, who has a net worth of more than $1 billion, is a very smart portfolio manager who runs the show over at Baupost Group.
