Oracle Found Its Place In AI, Now Comes The Hard Part

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth

The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...
Reuters

Moody's flags risk in Oracle's $300 billion of recently signed AI contracts

WASHINGTON, Sept 17 (Reuters) - U.S. credit rating agency Moody's Ratings flagged several potential risks in Oracle Corp's (ORCL.N), opens new tab $300 billion of recently signed artificial ...
Seeking Alpha

Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact

The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...
Forbes

Oracle Stock Surges 50% But AI Training Could Be A Reason To Sell In 2026

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle shares have risen 50% in 2024 after its boffo 2025 fiscal Q1 ...
Investopedia

What's Going on With Oracle? Its Stock Price Has Dropped More Than 40% in Two Months.

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...