Oracle Corporation (ORCL)
Buy Oracle if there's a pullback, strategist says
Oracle (ORCL) has named Clay Magouyrk and Mike Sicilia, two company insiders, as co-CEOs, replacing Safra Catz. The C-suite shake-up comes after President Trump said Oracle co-founder Larry Ellison is among the tech and media moguls who could be involved in the US arm of TikTok.
Oracle Names Co-CEOs to Replace Catz as Software Provider Raises AI Bets
Oracle (ORCL) Monday named two new CEOs, including the former head of its cloud infrastructure business, to take over from Safra Catz as the software firm boosts its bets on AI.
Oracle's TikTok And Meta Updates Are Game Changers
Oracle Corporation is poised for hypernuclear growth, driven by a 359% YoY surge in RPO and a potential $20B deal as Meta considers tapping Oracle for AI cloud compute. Plus, it is highly likely that the U.S. govt. will announce the TikTok divestment soon, which will strengthen ORCL's position with potential incremental annual revenues to exceed up to $800M. Oracle's cloud backlog explosion and multi-billion-dollar contracts position it to rival hyperscalers like AWS, Azure, and Google Cloud over the next four years.
Oracle names Magouyrk and Sicilia as CEOs; Catz to become executive vice chair of the board
Oracle has named Clay Magouyrk and Mike Sicilia as CEOs, with current CEO Safra Catz becoming executive vice chair of the technology company's board.
Oracle: Is This A Stay-The-Course AI Cloud Play
Oracle has surged over 100% in six months, fueled by explosive cloud growth, record backlog, and major AI deals, like OpenAI. ORCL's AI infrastructure leadership is validated by multi-billion-dollar contracts, unique multi-cloud partnerships, and rapid expansion in GPU capacity and innovation. Despite trading at a steep premium and facing risks from high capex, debt, and customer concentration, technical momentum remains strong.
Oracle CEO Safra Catz May Have Sparked a New Growth Wave for Broadcom Stock
Sometimes the best signal to buy stock in a particular company shows up on another company's earnings call. That's what just happened for semiconductor company Broadcom (AVGO -0.12%).
Oracle in talks with Meta on $20 billion AI cloud computing deal, Bloomberg reports
Oracle is in talks with Meta on a $20 billion AI cloud computing deal, Bloomberg News reported on Friday.
Oracle: A Great Way To Use An Option Collar (Technical Analysis And Options)
Oracle Corporation recently experienced a historic single-day market cap gain driven by AI momentum. ORCL stock is technically overvalued, with high risk and high reward profiles, making risk management crucial for investors. My approach emphasizes technical analysis and options strategies, such as collars, to manage downside risk while maintaining upside exposure.
How Larry Ellison spends billions without selling many Oracle shares
CNBC's Robert Frank reports on how Oracle co-founder and chairman Larry Ellison's net worth has grown by more than $100 billion in the past day.
Oracle and OpenAI Strike $300 Billion Cloud Agreement for AI Infrastructure
Oracle's $300 billion agreement to provide cloud services to OpenAI beginning in 2027 is one of the largest technology contracts on record. According to The Wall Street Journal, the five-year deal secures vast amounts of computing power and requires 4.5 gigawatts of electricity, roughly equal to what 4 million U.S. homes consume.
Meta Slips as Oracle Surges: ORCL's AI Outlook Bearish for Meta?
Tech giant Oracle NYSE: ORCL recently put out an earnings report that left many market observers in awe. The company's Q1 fiscal 2026 sales and adjusted earnings per share weren't what impressed; Oracle actually missed estimates on both figures.
Oracle: The Dark Horse Of The AI Revolution
Oracle has secured massive cloud contracts, including its $300 billion deal with OpenAI. The company's ability to deliver GPU infrastructure for a lower price gives Oracle an edge over large competitors. Oracle's multi-cloud strategy and AI databases will increase customer retention and expand use cases for the company's offerings.
