I maintain a Hold rating, emphasizing the need for Oracle to demonstrate consistent cash generation as its AI strategy matures. RPO surged and improved visibility, but increased concentration risk and ...
Oracle Seeks $50B in 2026 to Fund AI Cloud Growth Your email has been sent The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...
Feb 1 (Reuters) - Oracle (ORCL.N), opens new tab expects to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure, the software company said on Sunday.
Forbes contributors publish independent expert analyses and insights. I consult on marketing strategy, content creation, and messaging. Oracle burned through $10 billion in cash in its most recent ...
Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...
Wells Fargo expects Oracle stock to rally nearly 50% in 2026. Analyst Michael Turrin explains why in a research note to clients. ORCL shares are currently down nearly 40% versus their YTD high. Oracle ...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Brody Ford and Drake Bennett report on Larry Ellison’s bet to return ...
Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...
Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Look at Oracle if you want to assess the sustainability of the AI investment boom: Its credit default swaps are emerging as a way to 'hedge the entire debt cycle within AI' For a few brief weeks in ...
A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
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