Mizuho reaffirms Oracle (ORCL) outperform rating despite mixed fiscal Q2 results

Oracle Corporation (NYSE:ORCL) ranks among the best AI stocks to buy according to analysts. Mizuho reaffirmed its Outperform rating and $400 price target for Oracle Corporation (NYSE:ORCL) on December ...

Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Reuters

Oracle denies report on OpenAI data center delays

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...
Yahoo Finance

Oracle made a $300 billion bet on OpenAI. It's paying the price.

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Reuters

Oracle slumps as gloomy forecasts, soaring spending fan AI bubble worries

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...
The Guardian

Disappointing Oracle results knock $80bn off value amid AI bubble fears

Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth and big rise in spending Business live – latest updates Oracle’s shares tumbled 15% on Thursday in ...
Digi Times

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
The New York Times

Why Oracle Is Worrying Investors About the A.I. Boom

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
Los Angeles Times

Morgan Stanley warns Oracle its credit protection nearing record high

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...