Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...

Oracle posts 22% revenue growth, with OCI surging 84% and cloud revenues up 44% in Q3 2026. Oracle maintains $50B capex plan, pressuring free cash flow and raising execution risk concerns. Oracle ...

Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand. ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter ...

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 ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them ...

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...

Oracle Corp ORCL stock slid on Friday as investors grew more cautious about the company’s debt-funded AI infrastructure spending. Pre-earnings profit-taking and a broader tech selloff, which weighed ...