The market is worried by the newsflow surrounding Oracle's key partner.

The thesis is that Oracle’s AI capex is a concentrated, timing-dependent bet on OpenAI, and the WSJ report signals OpenAI ...

Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See why I rate ORCL stock a Buy.

Tue, March 24, 2026 at 3:02 PM UTC Oracle (NYSE:ORCL) has had a turbulent stretch heading into this analyst call. Shares are down 24.20% year-to-date and around 55% below their 52-week high of $345.72 ...

Oracle’s Q3 fiscal 2026 results showed $17.19 billion in revenue with IaaS up 84% year-over-year and a $553 billion backlog from AI cloud demand. The stock, however, trades over 50% below its October ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Shares of Oracle, the decades-old database software company scrambling to break into the ...

ORCL's surging cloud growth, record $553B backlog and AI push outshine peers, while NOW faces slowing growth and integration ...

The logo of the American company Oracle appears on the screen of a smartphone placed on a reflective surface onto which stock market charts are projected, in Creteil, France, on March 10, 2026, the ...

Oracle Corporation has had a painful several months. Shares of the enterprise software and cloud infrastructure giant have tumbled nearly 60% from their peak above $345 last September, with the stock ...

Another round of layoffs has hit the tech industry, this time at SaaS giant Oracle Corporation (NYSE: ORCL). The job cuts reportedly came out of the blue for most affected employees, with many ...