I reiterate a “Sell” rating for Oracle Corporation stock, citing overvaluation with a fair value of $155 per share despite strong cloud growth. Oracle's cloud services, particularly Oracle Cloud ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle beat Wall Street's earnings targets but missed the Street's revenue projections. The company is relying on expensive debt to fund its substantial -- and growing -- capital expenditures, making ...

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Oracle stock plunged 14% on Thursday, weighing on the broader AI trade. The tech leader posted lower-than-expected quarterly revenue, raising concerns of AI overspending. It's the latest red flag for ...

Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Oracle reported mixed earnings on ...