Oracle: Playing With Leverage On The Endless AI CapEx Treadmill

Oracle Corporation faces a Sell rating as its cloud growth is offset by classic software cannibalization. Read more on ORCL ...

AI News Evening Edition | Wednesday, November 4, 2026, 6:00 PM: Oracle Cancels $7 Billion AI Deal with Tencent! AMD Records $1.1 Billion Impairment Loss—AI Compet…

On November 4, 2026, a $7 billion deal in the AI industry wavered. The FT and Reuters reported that Oracle canceled its AI ...

Oracle Expects Capex To Fall In FY29 - I'm Bullish, But The Debt Warrants Patience

Oracle is rated a Buy, with current weakness considered a medium- to long-term accumulation opportunity. Learn more about ...
MoneyCheck

Oracle (ORCL) Stock Tumbles Over 7% After Unveiling Massive $20 Billion Capital Raise

Oracle (ORCL) stock fell 7.51% to $120.86 following a $20B capital raise announcement. Investors worry about debt levels amid ...

Oracle's AI Spending Peak Is in Sight—Can the Stock Recover?

Oracle (NYSE: ORCL) has quietly led the AI market for years, representing the existential shift from legacy technology to a ...
Foreign Policy Journal

Oracle (NYSE: ORCL) Grows Faster Than Microsoft And Amazon But Trades At Half Their Valuation Multiples

Wall Street's most glaring valuation gap in cloud computing may belong to Oracle (NYSE: ORCL), which trades at roughly 15 ...

Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know

A number of stocks fell in the afternoon session after underwhelming earnings reports from tech giants Amazon and Intel (after mediocre earnings reports from Alphabet and ServiceNow the previous day) ...
24/7 Wall St.

Oracle Just Told Investors What Many Already Knew

Oracle's AI bookings hit numbers that stunned Wall Street, yet the stock sits nearly 49% below its peak while cash flow burns ...
TMCnet

Oracle Investor Day 2026: Accelerating Value Creation

Oracle Corporation (NYSE: ORCL) today hosted an Investor Day in Las Vegas, NV. At the event co-CEO Clay Magouryk, co-CEO Mike ...
MarketScreener

Oracle Plans to Expand Multicloud AI Database Services to US Government and Public Sector Workloads

Planned FedRAMP Class D (formerly FedRAMP High) certification is expected to enable customers to run regulated Oracle workloads on Oracle Exadata infrastructure through Oracle AI Database@AWS, Oracle ...