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Oracle

19 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's AI Bet Stumbles Despite Blockbuster $553B Backlog

Oracle stock lags AI peers despite strong earnings and massive $553B contracted backlog, as debt-fueled infrastructure spending and OpenAI revenue concerns weigh on investors.
NVDAAMZNGOOGGOOGLORCL+3capital expenditurescloud computing
BenzingaBenzinga··Erica Kollmann

Oracle's Explosive 30% Weekly Surge Marks Best Run Since 1999

Oracle stock soared 30% in one week, driven by $400M warrant gains, AI product launches, and a 2.8GW fuel-cell partnership with Bloom Energy.
ORCLORCLpDBEenterprise softwareAI products
The Motley FoolThe Motley Fool··Emma Newbery

Oracle Surges on Bloom Energy Deal as AI Infrastructure Pivot Accelerates

Oracle surges 4.74% on expanded Bloom Energy fuel-cell deal for AI infrastructure power, continuing 14% weekly rally amid strategic pivot away from software.
MSFTORCLORCLpDCRMBEcloud computingAI infrastructure
BenzingaBenzinga··Lekha Gupta

Oracle Surges 11% as AI Optimism Revives Tech Giant's Valuation Case

Oracle shares jumped 11% to $153.33 Monday, driven by AI sentiment shift and new product launches. Stock carries Buy rating with $249.26 price target.
ORCLORCLpDIGVTDIVTRFKanalyst ratingstock surge
The Motley FoolThe Motley Fool··James Brumley

Three AI-Powered Dividend Stocks Poised for 2026 Growth

Qualcomm, Oracle, and Black Hills offer dividend yields while capitalizing on AI infrastructure demand across mobile, cloud, and energy sectors.
NVDAORCLORCLpDCEGQCOM+1data centersdividend stocks
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's Sales Soar 22% But Stock Craters 26%: Is This a Buying Opportunity?

Oracle's fiscal Q3 revenue surged 22% with cloud sales up 84% and record $553B backlog, yet stock fell 26% YTD over $45-50B capex plans and layoffs. Valuation now attractive at 18x forward earnings.
ORCLORCLpDstock declinedata centers
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Oracle Bets Big on Capacity Expansion as $553B Backlog Signals Strong Growth Ahead

Oracle invests to boost capacity amid surging demand, holding $553B backlog despite 24% stock decline in 2026 from AI concerns.
ORCLORCLpDstock performanceAI data centers
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

Oracle Stock Plunges 24% Amid AI Spending Skepticism—But Massive Backlog Suggests Upside

Oracle stock down 24% in 2026 amid AI spending concerns, but $553B backlog and robust cloud growth suggest upside potential for long-term investors.
NVDAORCLORCLpDstock declinedata centers
The Motley FoolThe Motley Fool··Adria Cimino

Oracle's 2019 Multicloud Bet Pays Off as AI Demand Explodes 500%

Oracle's 2019 multicloud strategy with AWS, Azure, and Google Cloud is driving 500% database revenue growth as AI adoption accelerates across enterprises.
MSFTAMZNGOOGGOOGLORCL+1cloud computingrevenue growth
The Motley FoolThe Motley Fool··Harsh Chauhan

Oracle Positioned to Overtake Meta by 2028 on AI Cloud Boom

Oracle's surging cloud business could push its market cap to $2.8T by 2028, potentially exceeding Meta's projected $2.7T valuation despite trailing by $1.15T today.
METAMSFTAMZNGOOGGOOGL+2data centerscloud computing
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle Stock Slumps 50% in Six Months—But AI Backlog Suggests Turnaround Ahead

Oracle stock has crashed over 50% in six months amid AI spending concerns, but strong revenue growth and record $553B backlog signal potential recovery opportunity.
ORCLORCLpDstock declinevaluation
The Motley FoolThe Motley Fool··Harsh Chauhan

Oracle's $553B Backlog Could Fuel 48% Stock Recovery Within Two Years

Oracle's 48% stock decline masks a $553B backlog and customer-funded hardware model that could drive substantial earnings growth, potentially reaching $263 by 2028.
ORCLORCLpDdata centerscloud computing
BenzingaBenzinga··Lekha Gupta

Oracle Expands Government Tech Portfolio as Miami Modernizes Permitting System

Oracle partners with Miami to automate permit reviews via new platform. Q3 results beat estimates with $17.19B revenue, 21% EPS growth.
ORCLORCLpDQ3 earningsMiami
Investing.comInvesting.com··Thomas Hughes

Oracle's AI Boom Sends Strong Signal: Revenue Surges 21% Amid Infrastructure Crunch

Oracle posts robust Q3 2026 results with 21% revenue growth and 44% cloud revenue surge, as JPMorgan upgrades stock citing AI strategy success.
ORCLORCLpDanalyst upgradeAI infrastructure
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's $553B Backlog Signals AI Boom, But $50B CapEx Gamble Tests Investor Faith

Oracle's cloud unit grows 84% with $553B backlog, but $50B annual CapEx for data centers creates execution risk for investors.
ORCLORCLpDdata centerscapital expenditures
The Motley FoolThe Motley Fool··Scott Levine

Oracle Soars on Massive AI Contract Wave, RPO Hits $553B

Oracle surged 7.8% after-hours on Q3 beat: $17.2B revenue, $1.79 EPS crushed forecasts. RPO jumped 325% YoY to $553B on AI computing deals.
ORCLORCLpDdata center infrastructureQ3 2026 earnings
The Motley FoolThe Motley Fool··Scott Levine And Lee Samaha

Oracle's $300B OpenAI Bet Backfires: Stock Plunges 55% Amid AI Capex Concerns

Oracle stock plunged 55% after its $300B OpenAI deal, as massive AI capex ($50B in 2026) and historically weak returns on invested capital raise profitability concerns.
ORCLORCLpDstock declinedata centers
BenzingaBenzinga··Eva Mathew

Benioff's AI Layoff Denial Crumbles as Wall Street Cuts Accelerate

Salesforce CEO Marc Benioff dismissed AI job concerns Wednesday, but major firms cut thousands of workers within days, contradicting his optimism.
MSMSpAMSpEMSpFMSpI+14morgan-stanleywhite-collar jobs
BenzingaBenzinga··Lekha Gupta

Oracle Deploys AI Safety Tool to Transform Construction Risk Prevention

Oracle launches AI-powered safety prediction tool trained on 10,000+ project-years of construction data to help firms prevent workplace incidents. Stock rises 1.05% but remains below key moving averages.
ORCLORCLpDIGVTDIVearningsAI