Oracle is undergoing massive AI-driven data center expansion, pressuring debt and margins in the near term. Learn why ORCL ...
Oracle is expected to blow through US$23.6bn of free cashflow in its fiscal year ended May 31, 2026, another US$21.4bn in fiscal 2027, and US$17.9bn in fiscal 2028, as capex grows from US$50bn to ...
KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...
Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and Broadcom (NASDAQ:AVGO) are the companies that are “most at risk” if the artificial intelligence capex spending cycle slows down, Marko Kolanovic, former ...
We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...
Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip Securities lowered the firm’s price target on Oracle to $344 from $350 and ...
Oracle’s ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s ...