Investors have been reminded lately that artificial intelligence (AI) infrastructure investments are not always ...
Oracle (NYSE: ORCL) reported quarterly financial results that underwhelmed stock market investors. *Stock prices used were the afternoon prices of Dec. 10, 2025. The video was published on Dec. 12, ...
Oracle’s stock has dropped 19% within just one month, unsettling investors who previously witnessed its rise earlier this year. The decline began after a revenue miss in the December quarter, but a ...
Oracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing. Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet. The ...
Oracle stock has taken a significant hit in recent months. Oracle’s approach to cloud infrastructure is highly effective for growing market share. The sell-off in Oracle is a buying opportunity. Let's ...
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...
The newly signed agreement safeguarding TikTok's operations in the U.S. serves as a key catalyst for renewed investor confidence. An Oracle-led consortium has finalized contracts to establish a new ...