I reiterate a “Sell” rating for Oracle Corporation stock, citing overvaluation with a fair value of $155 per share despite strong cloud growth. Oracle's cloud services, particularly Oracle Cloud ...

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Oracle reported mixed earnings on ...

Oracle stock plunged 14% on Thursday, weighing on the broader AI trade. The tech leader posted lower-than-expected quarterly revenue, raising concerns of AI overspending. It's the latest red flag for ...

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive ...

Bellwethers are lead sheep wearing bells to indicate where the flock is going. In finance and markets, they are often celebrated as indicators of coming prosperity. But they cut both ways because they ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...