The market is worried that the company's huge AI spending won't lead to meaningful value creation.

The stock is down by more than 55% from its 52-week high.

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.

Oracle remains a high-risk, high-potential-reward artificial intelligence stock.

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...

Oracle stock has been upgraded to 'buy' by DA Davidson as it sees the recent selloff as overdone, and says OpenAI's funding outlook could unlock upside.

The company lays out an aggressive new forecast, with a path to nearly quadrupling revenue by fiscal 2030 and a backlog that has already crossed the $500 billion mark Oracle put a key investor concern ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes ...

Oracle’s 2026 debt/equity raise could be a clearing event for ORCL, easing OCI funding fears and refocusing on ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

Oracle Corp. today unveiled dozens of new prebuilt artificial intelligence agents across its Fusion Cloud Applications suite, spanning marketing, sales, service and supply chain functions. The more ...