Nelson: ORCL "Bleeding Cash," Valuation "Blind Spot" in Markets

The Fed has been "too restrictive for too long," says David Nelson. He says an interest rate cut tomorrow will give the markets some breathing room as the economy faces pressure on the jobs front.

Positives Are Priced In For Oracle: But Here's Why I'm Initiating With A Buy Rating

Oracle Corporation is up 81% YTD, driven by AI-cloud positioning. Speculation over a potential TikTok U.S. acquisition deal is rallying the markets on Tuesday. ORCL delivered strong Q1 cloud growth...

3 Under-the-Radar Stocks Set to Benefit From Oracle's Boom

On Sept. 9, one of the world's biggest tech stocks, Oracle NYSE: ORCL, provided key information that blew investors away. Shares closed up by 36% on Sept.

CoreWeave Vs. Oracle: Friend Or Foe In The AI Boom?

Oracle's fiscal Q1 earnings outperformance has reinforced the AI rally by reinforcing investor optimism over end-market demand for GPU compute. However, we believe Oracle's outperformance only magn...

ORCL's TikTok Connection & NVDA's Uphill Battle in China

Jenny Horne talks about two key A.I. names to watch on Tuesday's session.

TikTok Is a Waste of Money for Oracle

President Trump says a U.S. company or companies will buy Chinese social media company TikTok.

Oracle Stock Surges on Reported TikTok Deal Involvement

Oracle (ORCL) shares are surging in premarket trading Tuesday on a report that the software firm is among a consortium of companies that would let Chinese-owned TikTok to continue operating in the ...

Move Over, Oracle! This Industry Leader Is Ideally Positioned to Become Wall Street's Next Trillion-Dollar Stock.

On Wall Street, market cap serves as a differentiator of good and great businesses. While there are plenty of budding small- and mid-cap companies, businesses with valuations in excess of $10 billi...

Oracle in line to help keep TikTok in US under new deal, says report

Oracle is poised to play a key role in a new framework deal aimed at keeping TikTok operational in the United States, according to CBS report. The discussions between the US and China seek to addre...

Oracle among firms to enable TikTok to continue operations in US, CBS News reports

Oracle is among a consortium of firms that would enable TikTok to continue operations in the United States if a framework deal between the U.S. and China is finalized, CBS News reported on Monday.

Oracle 'Will Reshape Industries And Change The World': Gene Munster On What OpenAI Deal Means

Gene Munster says Oracle Corp‘s ORCL $300 billion deal with OpenAI highlights just how early the company—and others—are in the AI race, sending shares soaring last week despite a quarterly report t...

Oracle Corporation: A Transition Unlocking Growth That Some Ignore

Oracle Corporation is transitioning from a traditional ERP software vendor to a leading AI data center and cloud infrastructure player. ORCL's strategic investments in AI infrastructure, multicloud...

Oracle: Suspension Of Disbelief

Oracle Corporation's stock price created a parabolic move in one Google search term. RPO rescued the large earnings miss, and ORCL projected gains in revenues that look too good to be true. We look...

Don't Overlook Oracle (ORCL) International Revenue Trends While Assessing the Stock

Evaluate Oracle's (ORCL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

AI Dreams Lift Oracle and Tesla, While Kroger Doubts Sink Ocado

The CE 100 Index managed to tack on a slight 0.4%, trailing all broader benchmarks, as a majority of pillars finished in the green. Oracle shares rocketed 25.5%, pushing the Work segment ahead by m...


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