Expert Ali Meli explains why investors short Oracle as a 'cheap proxy' to hedge AI credit risk, citing OpenAI exposure and ...
Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...
Wall Street is losing faith in Oracle’s capacity to crank out new server farms for OpenAI, even after the AI giant agreed to ...
Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for applications like self-driving cars and robotics, and those where delays are ...
Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...
Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. 10 stocks we like better than Oracle › The "Magnificent ...
Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to doubts about its reliance on OpenAI and debt-fueled datacenter buildout, which ...
An upbeat second-quarter earnings report from Oracle wasn’t enough to shake off the artificial-intelligence jitters that have crept into the stock. Oracle ORCL cleared the bar set by Wall Street on ...