ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth ...

ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash ...

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

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

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...

Oracle Corporation (NYSE:ORCL) ranks among the best AI stocks to buy according to analysts. Mizuho reaffirmed its Outperform ...

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI deployments. At the beginning of the modern generative AI era, purpose-built ...