Headquartered in Austin, TX Fiscal year ends May NYSE: ORCL oracle.com
Oracle Corporation is a global leader in cloud computing and software solutions, offering a wide array of services designed to meet the complex needs of enterprise IT environments. Its comprehensive portfolio includes Oracle Cloud applications for enterprise resource planning (ERP), human capital management, supply chain management, and more, alongside industry-specific solutions. Oracle also provides essential infrastructure technologies like databases, Java, and middleware, as well as hardware products and services. With a focus on innovation, Oracle supports businesses, government agencies, and educational institutions in their digital transformation journeys, making it a cornerstone in the tech industry since 1977.
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.
Source: RedditThe 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.
RDDTsouring fast
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.
Source: RedditGreenspan 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.
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.
Source: RedditVertiv closed up 16.86% at $243.72, the widest single-name gain across our 382-stock priority list today.
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Oracle Corporation is a global leader in cloud computing and software solutions, offering a wide array of services designed to meet the complex needs of enterprise IT environments.
24/7 Wall St.'s 12-month price target for ORCL is $192.97, rated Buy. The Wall Street consensus target is $233.34. ORCL price prediction →
