Oracle is building yesterday’s data centers with tomorrow’s debt

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Is Oracle Stock The New King Of Cloud Growth?

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Oracle and OpenAI drop Texas data center expansion plan, Bloomberg News reports

March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas ...

Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch

Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center ...

Market may be overlooking Oracle's upside potential, says Jefferies' Brent Thill

Brent Thill, Jefferies, joins 'The Exchange' to discuss the analyst's thoughts on Oracle, the software sector and more.

Oracle Q3 Earnings On Deck; Inflation, Jobs Data Also In Focus

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to ...
Indiatimes

Oracle can't stop explaining 'all is well' after $300 billion 'OpenAI Shock', says: We are also…

Oracle is actively promoting its AI data center progress and job creation efforts amidst significant investor concerns. The company's massive $300 billion OpenAI cloud contract, signed in September ...
Yahoo Finance

Oracle Wins CMS Cloud Contract To Power Medicare, Medicaid Modernization

Oracle Corp (NASDAQ: ORCL) shares are trading lower Wednesday morning after initially surging in early trading after the Centers for Medicare & Medicaid Services (CMS) selected Oracle Cloud ...
24/7 Wall St.

Jefferies analyst: Oracle down 50% but in ‘better spot’ with accelerating growth

Oracle (NYSE:ORCL) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn’t running away from it. He just reiterated his Buy rating on the stock, and while he ...
The Motley Fool

I Predicted Oracle Would Be the Hottest "Ten Titans" Stock to Buy in 2026, But the Growth Stock Is Already Down 27% This Year. Is Oracle Still a Buy?

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments. But my prediction that Oracle would remain a ...
The Motley Fool

Is Oracle a Once-in-a-Decade Buying Opportunity Right Now?

Oracle has seen its stock price decline since announcing its massive $300 billion deal with OpenAI. It has a huge backlog of contracted revenue for its cloud infrastructure but still needs to build ...

Catalyst Watch: Eyes on oil prices, inflation reads, and Oracle earnings

Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Energy markets are ...