Headquartered in Austin, TX Fiscal year ends May NYSE: ORCL oracle.com
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
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.
A 7.56% intraday jump to $142.88 is a rare single-session move for a $432 billion megacap, adding tens of billions in value before lunch. Keep an eye on whether it holds into the close.
Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.
Cloud infrastructure revenue jumped 121% to $7.39 billion, and management now guides full-year FY2027 revenue to at least $90 billion. Capital spending of $28.5 billion pushed free cash flow to negative $5.4 billion.
Oracle is down 3.97% to $155.22 with earnings due after the close today, so the market is repricing the stock hours before it gets the numbers. Anyone holding into the report is now doing it from a lower base.
Oracle just posted its strongest cloud growth in years, yet the stock sits near a 52-week low while Wall Street debates whether the debt-fueled AI buildout is a trap or a once-in-a-decade…
Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Both Microsoft and Oracle ended their latest quarter with a record backlog within striking distance of each other, but the financial machinery behind those matching numbers points to two very different bets…
Oracle is sitting on a record AI backlog that analysts say could justify nearly doubling the stock price, yet the company just posted negative free cash flow and its CFO cannot say…
Alex Sirois CoreWeave sits on a backlog that rivals the GDP of a small nation, yet shares just cratered to near their 52-week low. Whether that gap represents the buying opportunity of the AI…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
Salesforce's AI products are growing at triple-digit rates while the stock sits near a 52-week low, and that gap between momentum and valuation may be exactly what the market keeps getting wrong.
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here.…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
Oracle is selling stock, piling on debt, and leaning on customer prepayments to go toe-to-toe with the richest company in cloud computing. Whether that funding gamble holds together may determine who controls…
Oracle's Larry Ellison quietly pledged shares in two of the world's most closely watched companies as collateral for loans tied to a media empire his son now controls at a steep loss.…
Oracle's cloud backlog is surging past $664 billion while free cash flow sits deep in negative territory, and the CFO refused to name a date when that flips. Something has to give,…
Relief is flowing back into the specialized AI cloud providers that absorbed the biggest damage in last week’s selloff. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is at $176.60, up 3%,…
Oracle is burning through cash faster than it earns revenue, its credit rating sits one notch above junk, and a TD Cowen analyst now suspects its biggest chip supplier may be quietly…
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
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 $197.21, rated Buy. The Wall Street consensus target is $236.54. ORCL price prediction →
