In my view, Oracle has become an OpenAI sentiment story. Oracle plans to raise $45B–$50B of gross cash proceeds through a balanced mix of debt and equity, with concrete details on both. I see this as ...

Oracle (NYSE: ORCL) popped 3% on Monday after TikTok published a press release outlining details of the newly formed TikTok U.S. Data Security Joint Venture. Oracle, private equity firm Silver Lake, ...

Oracle just slid — but Wells Fargo says this could be a buying opportunity. After a recent pullback in the stock, the firm argues the weakness might be attractive. They’re pointing to Oracle’s growing ...

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

Dec 12 (Reuters) - Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout. Bloomberg News ...

Oracle (ORCL) shares fell 28% in the past month as AI infrastructure fears triggered a 40% peak-to-trough correction. Oracle holds a colossal cloud contract with OpenAI and stands to benefit directly ...

Oracle Corporation (NYSE: ORCL) has seen a significant market reaction following its bold shift towards artificial intelligence (AI), resulting in a 25% drop in shares over the past month. What ...

The list of enterprises targeted by recent Oracle EBS attacks may also include Schneider Electric, Pan American Steel, and Cox Enterprises. Earlier this month, the infamous ransomware-as-a-service ...

Analysts have optimistic price targets on Oracle stock. The company expects AI infrastructure deals to lead to an explosion in cloud computing revenue. A megadeal with OpenAI carries some risk.

Oracle's post-rally slide followed ambitious long-term targets and fresh concern about funding the build-out. A record contract backlog supports multiyear growth as cloud infrastructure scales. With ...