Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that ...
For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...
Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks ...
When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...
Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...
Oracle’s stock dropped another 5% on Wednesday after reports that a major investor pulled out of a $10 billion data center deal over concerns about the company’s debt. It was the latest blow in a ...
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
Oracle will serve as security partner and cloud host for TikTok’s 170 million U.S. users. This provides Oracle with stable revenue outside its AI-focused contracts. Oracle plans $50B in capex next ...