NYSE: ORCL
Oracle Corporation is a global technology company that provides integrated suites of cloud applications and secure, autonomous infrastructure through the Oracle Cloud. The company operates across four primary revenue segments: Cloud (comprising Cloud Infrastructure/IaaS and Cloud Applications/SaaS), Software (including software licenses and software support), Hardware, and Services. Oracle's Cloud Infrastructure business has become its primary growth engine, offering AI cloud training and inferencing services, database services, and enterprise computing infrastructure. The company's Cloud Applications portfolio includes enterprise resource planning (ERP), human capital management (HCM), supply chain management, and healthcare management systems. Oracle is investing heavily in datacenter capacity expansion to meet surging demand for AI workloads, with a capital investment program funded through a combination of operating cash flow, debt, and equity issuances. The company serves enterprise customers globally across the Americas, Europe/Middle East/Africa, and Asia Pacific regions. Updated
Alphabet owns the conversation today with 1,495 comments, nearly triple the next name, as retail traders argue both sides of its cloud and AI search story. Microsoft chatter is heating up fast, while Amazon is the one losing the room.
Source: RedditVertiv closed up 16.86% at $243.72, the widest single-name gain across our 382-stock priority list today.
An 11.06% intraday jump to $145.87 is an enormous one-day move for a $440 billion company, the kind of swing megacaps rarely make. Whether it holds into the close is the thing to watch.
Tesla cut AI spending and now oracle. NVDA about to dropppp
A hyperscaler voluntarily capping capex is the first real crack in the AI build-out narrative, and traders are already asking who loses the order. Oracle's pledge to limit new capital raises to $20 billion through FY30 only matters if the FY29 free cash flow target lands.
Vera Rubin NVL72 and Vera CPUs are now generally available on Oracle Cloud Infrastructure, moving the next GPU generation from roadmap to revenue with multi-gigawatt Supercluster expansion planned. OpenAI is already the proof point, having trained and served GPT-6 Astra on an OCI Supercluster of more than 100,000 Blackwell GPUs and now bringing Vera CPUs into production.
Nvidia owns the room with 573 comments, but traders can't agree on direction, and the same split hangs over Tesla. GameStop is drawing nearly as much talk with the mood souring fastest, while QQQ chatter heats up.
Source: RedditCramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
Cipher Digital's 13.1% drop was the deepest cut in a 385-name priority list at the close. Refiners and Oracle took the other side.
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
A director just put roughly $3.5 million of his own money into Oracle, and the buy accounts for nearly all of his 25,390 shares. Open-market insider purchases at a company this size are rare, and this one lands while Wall Street argues over how Oracle funds its AI datacenter ambitions.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Satya Nadella drew a sharp line between the AI customers Microsoft wants and the ones it will tolerate, and the distinction reveals something uncomfortable about how the biggest names in cloud infrastructure…
Oracle spent its way into negative free cash flow territory and watched its stock lose half its value, but at its Las Vegas investor day it drew a hard line on future…
Omor Ibne Ehsan On October 28, 2026, two of the biggest AI spenders in the market got opposite reactions. Oracle (NYSE:ORCL | ORCL Price Prediction) rose 11% on the day of its investor day. That…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
Both Energy Transfer and Enterprise Products just posted record quarters, and both pay yields that retirees dream about. But one partnership is making a bet that could leave income investors exposed when…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
Microsoft and Oracle are chasing the same AI opportunity with nearly identical backlogs, yet their stocks have moved in opposite directions. The reason comes down to how each company is paying for…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
A fresh capacity expansion from CoreWeave (NASDAQ:CRWV) is landing alongside a broad rally in AI cloud names, and the group is outpacing large-cap tech by a wide margin. CoreWeave stock is at…
Oracle's bonds are now trading wider than the average junk-rated debt, and the fallout reaches further than most retirees realize. If you keep your "safe" money in a bond fund, there are…
Oracle Corporation is a global technology company that provides integrated suites of cloud applications and secure, autonomous infrastructure through the Oracle Cloud.
24/7 Wall St.'s 12-month price target for ORCL is $208.26, rated Buy. The Wall Street consensus target is $235.80. ORCL price prediction →
