In late 1999, the overall market had an impact on the structure of the Oracle stock base, as it does with most companies.

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

In today’s CEO Daily: Diane Brady on the problems faced by Oracle’s new co-CEOs. The big story: $100 billion Nvidia-OpenAI deal features “circularity.” The markets: Up! Plus: All the news and ...

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 ...

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...