We project Oracle's revenue growth across its various segments based on our previous analysis, incorporating the contribution from the Stargate initiative. Specifically, we adjusted the Cloud ...

Oracle will sail through the debt-backlog storm to claim its place in the AI oligopoly. I am targeting a 50% 12-month return. Short-sellers and media skeptics play a role, but optimists prevail in the ...

Oracle, the 48-year-old cloud and database software company, reported quarterly results on Dec. 10 that fell short of analyst revenue expectations and offered little clarity on the pace at which heavy ...

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 ...

A $2.7M oracle hit is one problem for Aevo; a 19% payback cap on a 32% vault loss is another for anyone still underwriting Ribbon risk.