Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
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Oracle may underperform compared to other large cap AI stocks in 2026, says Deepwater's Gene Munster
Gene Munster, Deepwater Asset Mgmt. Managing Partner, joins 'Fast Money' to talk Oracle shares slidding as the air comes out of the AI trade. Fact check: Trump repeats numerous false claims in ...
With a Price to Book ratio of 18.42, which is 1.07x the industry average, Oracle might be considered overvalued in terms of ...
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Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge
Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
A memo from TikTok’s top executive reportedly says that the social-media phenomenon inked deals to create a U.S. joint venture, with Oracle’s cloud business as its backbone.
The cloud computing giant missed revenue expectations, as well as announcing an increase in its planned spending on AI data centres. Global markets failed to retain the momentum sparked by an interest ...
Oracle (ORCL) downgraded: high debt, negative cash flow, and reliance on OpenAI contracts raise investment risk.
Shares of cloud computing giant Oracle plunged on Thursday, after weaker-than-expected revenues stoked concerns about returns from massive spending on artificial intelligence. The company's shares ...
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
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