O

$ORCL

109 articles found
48 positive
41 negative
20 neutral
GlobeNewswire Inc.GlobeNewswire Inc.··Kessler Topaz Meltzer & Check, Llp

Oracle Faces Securities Fraud Lawsuit Over AI Data Center Misrepresentations

Class action lawsuit filed against $ORCL alleging misleading statements about AI infrastructure strategy and capital expenditures between June-December 2025.
ORCLORCLpDsecurities fraudclass action lawsuit
GlobeNewswire Inc.GlobeNewswire Inc.··Bronstein, Gewirtz & Grossman Llc

Oracle Faces Class Action Over AI CapEx Strategy; Investors Allege Misrepresentation

Class action lawsuit filed against $ORCL alleging executives misrepresented AI infrastructure spending impact. Claims massive CapEx won't yield equivalent near-term revenue growth.
ORCLORCLpDsecurities fraudclass action lawsuit
The Motley FoolThe Motley Fool··John Ballard

Oracle Posts Best Quarter in 15 Years as AI Boom Fuels Cloud Dominance

Oracle posts best quarter in 15 years with 20%+ growth. $553B revenue visibility and AI momentum position the company for continued strength through 2026.
ORCLORCLpDdata centersvaluation
The Motley FoolThe Motley Fool··Catie Hogan

Oracle Stock Tumbles 18% in 2026, but JPMorgan Sees Bargain at $210

Oracle stock fell 18% in 2026 despite record results; JPMorgan upgraded shares to Overweight with $210 target, citing attractive valuation after sell-off.
ORCLORCLpDAMJBJPMJPMpC+7AI data centersworkforce layoffs
BenzingaBenzinga··Lekha Gupta

Tech Giants Double Down on AI While Facing Regulatory Headwinds

Major tech companies announced billions in AI investments this week, while Trump administration sued California over emissions. Meta, Nvidia, Oracle, and Amazon made significant moves.
NFLXNVDAAMDMETAMSFT+35AI investmentAI infrastructure
The Motley FoolThe Motley Fool··Bram Berkowitz

Wall Street Sees 47-54% Upside in AI Titans $MSFT and $ORCL Amid Market Pullback

Wall Street analysts see 47-54% upside in Microsoft and Oracle, viewing AI sector sell-offs as buying opportunities despite heavy capital spending concerns.
MSFTORCLORCLpDdata centersstock valuation
BenzingaBenzinga··Rishabh Mishra

Microsoft's Quality Peaks Amid Texas AI Expansion, But Stock Struggles

Microsoft's quality score hits new high at 90.05th percentile as it expands Texas AI data center for Stargate Project, yet stock falls 16.91% YTD amid weak momentum.
MSFTORCLORCLpDAI infrastructurestock performance
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
The Motley FoolThe Motley Fool··Steven Porrello

Bloom Energy's AI Boom: Can $BE Sustain Its 556% Rally to $200?

Bloom Energy stock surged 556% annually on AI data center demand, but $200 target faces headwinds: only $1.1M quarterly profit on $777M revenue at 16x sales valuation.
WMTORCLORCLpDVZEQIX+2stock valuationprofitability concerns
GlobeNewswire Inc.GlobeNewswire Inc.··Sns Insider

Retail Tech Boom: On-Shelf Availability Market to Hit $16B by 2035

Global on-shelf availability solutions market projected to grow 144% from $6.56B in 2025 to $16.02B by 2035, driven by AI and IoT adoption.
ORCLORCLpDSAPIBMHON+1inventory managementretail technology
The Motley FoolThe Motley Fool··Joe Tenebruso

Oracle Crushes Q3 Earnings With 9% Stock Surge on Cloud and AI Boom

Oracle surged 9% on Q3 earnings beat: $17.2B revenue (+22%), cloud revenue jumped 84%, AI infrastructure soared 243%. Fiscal 2027 guidance projects $90B revenue.
ORCLORCLpDcloud computingAI infrastructure
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
GlobeNewswire Inc.GlobeNewswire Inc.··Kessler Topaz Meltzer & Check, Llp

Oracle Faces Securities Fraud Lawsuit Over AI Data Center Claims and Capital Spending

Oracle faces securities fraud lawsuit over alleged misstatements on AI data center capabilities and capital spending amid OpenAI concentration risk and funding deal collapse.
ORCLORCLpDsecurities fraudclass action lawsuit
Investing.comInvesting.com··Timothy Fries

Oracle Soars on Cloud Momentum as Infrastructure Revenue Explodes 84%

Oracle stock jumps ~10% after beating earnings with 44% cloud growth and raising fiscal 2027 revenue guidance to $90 billion.
MSFTORCLORCLpDrevenue guidanceAI infrastructure
Investing.comInvesting.com··Michael Kramer

S&P 500 Faces Widening Trading Range as Technical Momentum Falters

S&P 500 faces technical deterioration with 24 declines in 36 days, while software sector drops over 30%. Oracle reports negative free cash flow, signaling broader sector weakness.
ORCLORCLpDIGVS&P 500technical analysis
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
Investing.comInvesting.com··Ali Merchant

Oracle Earnings Test Cloud Credibility as AI Bets and Stock Slump Weigh

Oracle reports Q3 results with expectations for 20% revenue growth and 86% cloud infrastructure expansion, but stock down 60% from peaks amid AI spending concerns.
ORCLORCLpDdata centerOpenAI
BenzingaBenzinga··Lekha Gupta

Oracle Shares Slip as Analysts Cut Targets Ahead of Q3 Earnings

Oracle stock declined 0.92% to $150.16 before Q3 earnings. Multiple analysts slashed price targets citing debt concerns and AI competition.
NVDAORCLORCLpDAI investmenttechnical analysis
The Motley FoolThe Motley Fool··Courtney Carlsen

Bloom Energy's 602% Rally Tests Valuations as AI Power Demand Soars

Bloom Energy stock surges 602% on AI data center demand, backed by $20B backlog and $5B Brookfield deal, but 63x 2027 P/E valuation warrants profit-taking despite strong long-term prospects.
ORCLORCLpDBEBAMexecution riskbacklog growth