MarketPulse

Oracle

10 articles
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