Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle: AI-Driven Valuation Is Overextended

Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...

Oracle and Amazon are AI ‘loser’ stocks — but here’s why that’s primed to change

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and ...

Oracle sued by bondholders over losses tied to AI buildout

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to ...
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2 Big Reasons Why Oracle Stock Can Climb Higher in 2026

Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion ...

Oracle partner plans AI data center in Memphis

The 38,500-square-foot data center is scheduled to be operational by May 1 and utilize about 3 megawatts of power per 10,000 ...

Oracle seen as 'undervalued' after recent sell-off, KeyBanc says

Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...
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Layercake deploys Streamcake on Oracle Cloud Infrastructure

Layercake, an Australian digital engineering company and Oracle partner, has announced that its media orchestration and automation platform, Streamcake, can now ...