Oracle Corporation (ORCL)
Oracle shares heading for worst quarter since 2001 following AI investment concerns
Wall Street is losing faith in Oracle's capacity to crank out new server farms for OpenAI, even after the AI giant agreed to spend over $300 billion with the tech firm.
Forget The Chips: Oracle Wins Phase 2 of AI
Investors watched Oracle Corporation NYSE: ORCL surge to a closing price of $198.38 on Dec. 22, marking a gain of over 3% on heavy trading volume. While the broader technology sector has spent the last two years obsessing over which company manufactures the best artificial intelligence (AI) chips, the market is beginning to shift its focus.
I'm Buying What Oracle Is Building
Oracle Corporation is rapidly emerging as a key AI infrastructure provider, with its Oracle Cloud Infrastructure revenue up 66% y/y. ORCL's backlog surged to $523 billion, a 433% increase, driven by major multi-year AI contracts with Meta and Nvidia. Cloud now represents 50% of total revenue, with OCI as the main growth engine and SaaS applications providing steady low-teens growth.
Oracle Corporation Japan (OCLCF) Q2 2026 Earnings Call Transcript
Oracle Corporation Japan (OCLCF) Q2 2026 Earnings Call Transcript
ORCL Staging Turnaround? TikTok & Data Centers Key in Bull Narrative
Marley Kayden takes investors through the latest headlines surrounding Oracle (ORCL) to explain why a rebound rally is taking place. Two of the biggest components she sees leading momentum: the joint venture it's involved with in TikTok and the anticipated results for data center buildout.
What's Going on With Oracle Stock?
Oracle's (ORCL +6.63%) stock price is falling, and investors are curious about the causes.
Oracle's Reasonable Debt, Outsized AI Growth, Cheap Valuations Trigger Buy Rating
Oracle is upgraded to buy, driven by the robust cloud growth prospects arising from the outsized RPOs and the overly discounted valuations (versus hyperscaler peers) from the recent meltdown. The elevated capex/debt are temporary growth pains, with the recurring revenue and backlog monetization at elevated gross margins likely to drive cash flow conversion. ORCL's top/bottom-line growth prospects at a 5Y CAGR of +31.7%/+27.7% underscore their renewed growth prospects, thanks to their ability to capitalize on the multi-year cloud super cycle.
Oracle: The Consensus Is Wrong Again And Few Will Take Advantage Of The Opportunity
Oracle shares present a compelling buy opportunity after a sharp price drop driven by shifting investor sentiment. ORCL is aggressively investing in AI data centers, facing near-term cash flow and debt challenges but positioning for long-term growth. Despite recent earnings misses and delayed projects, the current PEG of 1.1x offers a 52% upside if sector averages are regained.
Breaking Down Oracle, the AI Trade, and the Outlook for Tech Earnings
Oracle's ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI exposure are questions about the company's financial health and its ability to fund its data center expansion plans.
What we know about who's buying TikTok's US business
TikTok's owner has signed a deal to sell a portion of its US assets to a consortium of investors. Oracle, Silver Lake, and MGX will own 45% of the new joint venture.
Oracle Q2 Earnings: Don't Catch The Falling Knife
Oracle Corporation faces continued downside risk despite a sharp post-earnings price correction. ORCL's recent expansion is increasingly debt-fueled, with long-term debt nearing $100B and lease commitments tripling to over $20B in three years. The company has halted share buybacks and become a net issuer of equity, signaling capital allocation strain and shareholder dilution.
Is TikTok — Not AI — What Saves Oracle?
Oracle ( NYSE: ORCL ) shares are jumping 5% in premarket trading this morning, following news that TikTok's parent company ByteDance signed binding agreements to form a U.S.
