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 ...

Is Oracle Stock Undervalued?

Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure ...
Benzinga.com

Insights Into Oracle's Performance Versus Peers In Software Sector

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 ...
Morningstar

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
Gizmodo

Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout

It turns out infinite growth might not actually be possible. On Friday, Bloomberg reported that Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labor and ...
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
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 ...
Reuters

Oracle forecasts miss Wall Street targets while spending rises, shares slide 10%

Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
U.S. News & World Report

Oracle Forecasts Miss Wall Street Targets While Spending Rises, Shares Slide 10%

Dec 10 (Reuters) - Oracle forecast sales and profit that missed ‌analyst estimates on Wednesday, while saying that spending would rise ‌by $15 billion compared with earlier estimates - a sign that big ...
The Motley Fool

My Advice? Don't Get Distracted by Oracle Stock's Latest Slump.

Oracle has sold off since its post-earnings surge. The tech giant’s cloud growth depends on a handful of key customers. Oracle is taking on debt and undercutting the competition on pricing. Oracle ...
Digi Times

OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks

Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global Summit, outlining ...
The Motley Fool

3 Reasons Why Oracle's Cloud Computing Deals With Meta Platforms and OpenAI Make The "Ten Titans" Growth Stock a Top Buy Now

Oracle’s data centers are purpose-built for artificial intelligence (AI). The tech giant is winning high-value contracts across the AI landscape. Oracle is working with AWS, Microsoft Azure, and ...