Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ORCL stock a Hold now.
Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...
AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...
Analyst Keith Bachman of BMO Capital maintained a Hold rating on Oracle (ORCL – Research Report), with a price target of $142.00. Keith Bachman has given his Hold rating due to a combination of ...
Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's earnings call, co-CEO Clay Magouryk explained how different business models ...
Oracle is spending aggressively on cloud and AI infrastructure, but its free cash flow is already showing strain. High debt and thin liquidity make Oracle more financially vulnerable. Execution risk ...
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Legendary investor Michael Burry is betting against Oracle stock. What you need to know about the bear case for ORCL.
Legendary investor Michael Burry is once again grabbing Wall Street’s attention—this time by turning bearish on Oracle (ORCL) ...
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