Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.
Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute…
Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is climbing midday Tuesday, up 4% to $57.42, one session after Evercore ISI downgraded the shares. The bounce erases Monday’s selling and puts…
Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing…
Vandita Jadeja Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet…
Omor Ibne Ehsan Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are sliding in early Monday trading after the company disclosed that layoff costs would run meaningfully higher than previously flagged, overwhelming a friendlier signal…
Larry Ellison cancelled a Rule 10b5-1 trading plan that would have allowed him to sell up to 50 million of his Oracle (NYSE:ORCL | ORCL Price Prediction) shares, an arrangement CNBC valued…
AJ Tiarsmith Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the…
The controlling shareholder of one of Wall Street’s largest AI infrastructure builders just walked away from cashing in $7.5 billion of stock. That decision, more than any single line in the quarterly…
Rich Duprey Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
Oracle just disclosed a backlog figure so large it made Jim Cramer reassess the entire growth story, but the capital costs and insider selling quietly unfolding behind that headline number tell a…
Chris Lange Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the…
Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.
Omor Ibne Ehsan 
