Prediction: Oracle Has 49% Upside as Cloud Backlog Signals Major Growth Shift

Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the biggest mispricing in megacap tech right now.

24/7 Wall Street • 11 minutes ago

Oracle: Doomsday Fears Are Far Overblown

Oracle is reaffirmed as a buy, driven by multiyear-high revenue growth and robust demand for its cloud infrastructure services. Q1 revenue surged 30% YoY, with Cloud Infrastructure growth accelerating to 121%, and RPOs reaching $664 billion, signaling strong bookings and AI tailwinds. While leverage remains elevated (debt/equity at 3.51), liquidity is solid and default risk appears low; capital raises include equity.

Seeking Alpha • an hour ago

Dan Ives Updates AI 30: Adds DELL, SPCX While Dropping ORCL and PEGA Ahead of IVES Rebalance

Dan Ives added Dell Technologies Inc. (NYSE:DELL) and Space Exploration Technologies Corp. (NASDAQ:SPCX) to his Ives AI 30 "Winner List" while removing Oracle Corp. (NYSE:ORCL) and Pegasystems Inc. (NASDAQ:PEGA) ahead of an expected rebalance of the Dan IVES Wedbush AI Revolution ETF (NYSE:IVES).

Benzinga • 3 hours ago

Oracle Stock Underperforming Other AI Names Sets Up This Option Trading Strategy

This options strategy for Oracle aims to take advantage of the software giant's stock moves.

Investors Business Daily • 19 hours ago

Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report

AI stocks, including Nvidia, Oracle and CoreWeave, sank after the market learned more details about OpenAI's revenue. OpenAI told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed, lower than the the $68 billion figure widely reported late last month.

CNBC • 17 hours ago

Broadcom, SpaceX and Oracle's AI debt spree: Is AI crowding out the market?

Broadcom is planning $50 billion in financing to help OpenAI buy chips, according to The Wall Street Journal, the latest in a string of AI debt deals that includes SpaceX's $40 billion raise and Oracle's talks with Apollo and Goldman Sachs. Yahoo Finance's Julie Hyman, Jake Conley and Pras Subramanian ask whether AI is crowding out IPOs and other investments, why some AI debt already on the market is struggling, and who will generate the cash flow to pay it back.

Yahoo Finance • 17 hours ago

SpaceX, Broadcom and Oracle All Want Billions in AI Chip Debt at the Same Time

Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans mature, and only one of them will have to answer for it if the bet goes

24/7 Wall Street • 21 hours ago

CoreWeave Sinks 7% as Financed AI Buildout Names Sell Off Apart From Cloud Software; Nebius Drops 6%, Oracle Falls 5%

Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily to build artificial intelligence (AI) capacity.

24/7 Wall Street • 18 hours ago

Stock Market Skids On OpenAI Worries, Trump Pledge On Iran; Oracle, Broadcom Dive

The stock market ended the day lower despite the Dow Jones index squeezing out a gain. President Trump made an Iran pledge.

Investors Business Daily • 13 hours ago

Mar Vista U.S. Quality Premier Portfolio Q3 2026 Activity

Mar Vista's U.S. Quality Premier strategy returned +1.74% net-of-fees in the third quarter of 2026. Microsoft, Mettler-Toledo and NVIDIA were among the portfolio's top contributors for the quarter, appreciating +37.76%, +18.27%, and +14.27%, respectively. During the quarter, we initiated a new position in StandardAero and we exited our remaining position in Oracle.

Seeking Alpha • 17 hours ago