Wall Street is losing faith in Oracle’s capacity to crank out new server farms for OpenAI, even after the AI giant agreed to ...
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Is Oracle a Sinking Ship or a Buying Opportunity?
Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where ...
Oracle missed its top line, delivering $16.06 billion when Wall Street had projected $16.21 billion for the quarter. It did, however, handily beat on its bottom line, reporting earnings per share (EPS ...
Oracle faces mounting investor concerns as data center financing setbacks, rising debt, and stock decline cloud its AI ...
Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
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 ...
These days, Oracle and other AI companies are facing skepticism due to heavy capital expenditures and the circular nature of some of their arrangements.
Oracle shares jumped 6% in pre-market on Friday as TikTok's U.S. agreement helped calm AI bubble fears after a volatile macro week.
Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.
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