Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Oracle faces notable financial challenges, including a substantial debt burden and diminished cash reserves, which affect its ability to make strategic moves. However, valuation models indicate that ...
Oracle is now at the center of two very different dramas in Washington. One is about saving TikTok from a U.S. ban, and the other is about how far the software giant can go with its balance sheet to ...
Oracle Corporation (NYSE:ORCL) is one of the 10 Best NYSE Stocks to Buy According to Analysts. On January 8, Wells Fargo ...
There’s never a great time to tell investors your bills are going to double. For Oracle, its latest earnings report proved a particularly bad one. Oracle’s fiscal second-quarter report late Monday ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
Oracle dominates in enterprise databases, creating high switching costs. Offering SaaS and IaaS in one, it is growing fast with a guidance of 40% YoY cloud services growth. Oracle guided for 100% ...
OracleORCL stock slumped nearly 5% Wednesday following a report that a $10 billion data center was in limbo, after talks stalled with key financing partner Blue Owl Capital. However, Oracle said the ...
Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI ...
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