Headquartered in Austin, TX·Fiscal year ends May·NYSE: ORCL·oracle.com
About Oracle
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
Axon's $313 close marks a fresh one-year low, 9.52% under the prior trough set back in April. Competitor Motorola Solutions barely budged at -0.52%, so this is an Axon-specific reset.
AMD's earnings have retail traders arguing both sides across 603 comments, the loudest board on Reddit today. Meanwhile the mood is souring fast on Meta and heating up fast on Nvidia, a sign the AI trade is rotating.
Cramer calls the mega caps millstones: Nasdaq rose 0.83% while the Dow fell 197 points
Strong after-hours results from AMD and Arista Networks as proof non-Magnificent-Seven tech can lead
Oracle's $10 billion block priced at $116 and traded to $126, a sign buyers see a floor in tech
Wants a crescendo washout before committing more; Apple's reaction and a Palantir selloff weighed
The leadership baton is being passed to second-tier data center names, and Cramer would rather own companies with clean balance sheets than the big caps issuing debt and equity to stay in the AI race. He is not calling a bottom yet: without a high-volume reversal day, he keeps money elsewhere.
Traders are turning bearish on Oracle even as it pulls 302 comments, while Palantir is the one AI infrastructure name they're still excited about. Meta draws the heaviest chatter with opinion split both ways, and Reddit's own stock is souring fast.
Greenspan called it "irrational exuberance" in Dec '96 and the Nasdaq still nearly 4x'd before topping, so being right about the bubble but early is just being wrong with extra steps. Amazon dumped ~90% in the crash and still became one of the best trades of the century, while META and ORCL print tens of billions in cash flow, they're not pets.com. Doom posts always sound smarter, but the money goes to whoever can sit through the ugly headlines, not to whoever predicts them.
The thread's argument is about financing costs: the claim that money-losing AI builders now face double-digit borrowing costs while profitable ones keep compounding. The top replies push back that being early on a bubble call is still being wrong.
Oil's drop pulled long rates down, lifting Amazon, Capital One, JP Morgan, Costco and Walmart on no company news
Non-tech growth is where the money went: medical devices like Medtronic and Intuitive Surgical, plus staples Pepsi and P&G
Apple's record September quarter beat on iPhone and Mac, but Cramer expects the stock lower short term on guidance
Oracle filed to raise $20 billion days after saying it would limit raises; Intel seen losing PC share to AMD
The call is that falling long rates are repricing everything outside tech right now rather than earnings, and Cramer says growth stocks away from semis are the clean way to play it. He is warning Apple holders that guidance will disappoint even after a record quarter, and he is openly annoyed at Oracle for raising capital immediately after promising restraint.
IDEXX Laboratories opened 16.33% higher, the largest single move across a 380-stock priority universe today. Lumentum anchors the other end, with Oracle and Marvell also lower.
A mixed shelf is the pre-funding plumbing for Oracle's AI data center buildout, and it puts equity issuance on the table alongside debt.
Oracle $ORCL has filed a mixed shelf registration with the SEC, allowing it to sell common stock, preferred stock, debt and other securities from time to time.
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.
One could say the Walton family does not deserve to be rich. Among the world’s wealthiest people, they are the only ones who did not start or serve as senior management of…
Credit markets and stock analysts are telling opposite stories about CoreWeave, and only one can be right. A single earnings report on November 10 will decide which side has misread a company…
On October 28, Fed Chair Kevin Warsh summed up the AI market’s weak spot in six words: “Interest rates get in the cracks.” Then he added: “Interest rates affect directly or indirectly…
OpenAI got its money, but not on the terms it wanted, and the gap between its growth story and investor appetite is landing on two giants. One faces a bookkeeping hit, the…
Microsoft is winding down an AI cloud deal with Oracle, a stock already 65% below its peak. Here is what that means for a retiree who bought 1,000 shares at $39 in…
OpenAI's new promise sounds like a clean fix for angry voters, but its fine print leaves out the leased campuses and partner sites where the real exposure sits. One of its biggest…
A dozen AI data center loans hit the block at once, and one slice traces back to a Stargate site where Oracle issued a force majeure notice. Bids close soon, and the…
A five-year chip lease vanished after Washington stepped in, yet the lost contract is a rounding error next to Oracle's backlog. The bigger threat sits in another China-linked relationship that now faces…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) recently offered buyouts to 60,000 employees. It is unclear what the company will do if fewer than 60,000 employees take it. Earlier this year, Meta’s…
Microsoft sells AI capacity years before it exists, then pays for the build with its own cash. One investor keeps buying despite a $170 billion spending plan, and explains why Amazon and…
When AI automation cut his salary by $40,000, Henry made a desperate move to keep his old life intact, and it transformed a rough patch into a financial hole that keeps getting…
Intel's data center business just posted its best growth in over a decade, yet shares cratered in premarket trading on a combination of soft guidance and a factory incident. Here is why…
Oracle has shed half its value in a year while racking up billions in negative free cash flow, yet two Wall Street desks just slapped $400 price targets on a stock trading…
Microsoft's stock barely moved over the past year while its earnings surged, and that widening gap tells a story most investors are misreading entirely.
Goldman Sachs called it a hidden bear market, but the S&P 500 sits near a record high. Understanding what that contradiction reveals about where real danger is lurking inside the index changes…
Oracle Corporation is a global technology company that provides integrated suites of cloud applications and secure, autonomous infrastructure through the Oracle Cloud.
What is the ORCL stock price target?
24/7 Wall St.'s 12-month price target for ORCL is $186.61, rated Buy. The Wall Street consensus target is $235.46. ORCL price prediction →