Opinion
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Oracle's AI cloud surge: From summer glory to a dip worth buying
It’s been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From ...
Oracle's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Learn why ORCL stock ...
From the start of the year to its peak, Oracle’s share price climbed from around $120 to over $300, delivering close to 200% ...
Oracle (ORCL) is a top AI infrastructure stock with booming cloud revenue, major partnerships, and strong growth—see why it’s ...
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MSFT vs. ORCL: Which enterprise cloud & AI stock has better upside?
Microsoft MSFT and Oracle ORCL have emerged as two dominant players capitalizing on the enterprise cloud and artificial intelligence revolution. Both companies are investing billions in AI ...
There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
Michael Bromberg is a finance editor with a decade of experience. He is an expert at elucidating complex financial topics in clear, concise language. Michael received a Bachelor of Arts in literature ...
In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with ...
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Google's parent company Alphabet is moving its internal financial operations from Oracle to SAP software. The news, first reported by CNBC, coincidentally comes on the same day the Supreme Court gave ...
A Wall Street analyst says Oracle's "greatest opportunity" for growth is in cloud software applications, but it may take a long time for the tech giant to see a meaningful lift in that market. "This ...
Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...
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