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, ...
After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...
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 ...
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
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) ...
Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow. In 30 days during the current quarter, ...