Oracle’s Collapse–$200 Billion In Data Center Shut Downs
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
On the morning of September 24, 2026, Oracle (NYSE:ORCL | ORCL Price Prediction) sent a force majeure letter to Blue Owl Capital (NYSE:OWL) tied to the New Mexico piece of its $165…
At $138.26, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Hold. Bloomberg News reported that Oracle sent a force majeure notice to Blue Owl tied to Project Jupiter, the $165 billion New…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave…
Main Street is feeling a distinct chill, even as Wall Street notches record highs. For over a decade, American workers rode a wave of steady employment, but economic currents are shifting. Labor…
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands…
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in…
Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not add up, and the answer determines…
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle’s own…
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.