In this article, I discuss the company's latest earnings, why investor sentiment has deteriorated, and why despite the ...

SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...

Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What is wrong with ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

IGV is down 17% year to date, and recovery hinges on the 10-year yield staying below 4.5% and AI capex remaining self-funding. Oracle's $130 billion debt and negative free cash flow triggered a 19% ...

Oracle Corp (NYSE:ORCL) is one of the 10 Buzzing Stocks to Watch as AI Trade Makes a Comeback. Brad Reback, Stifel managing director, in a latest program on CNBC talked about his latest take on Oracle ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...