Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...
Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...
We have generally been negative about Oracle's common equity. Oracle Corporation (ORCL) 2052 bonds offer a rare 7% yield for an investment grade issuer, reflecting significant risk premiums. We ...
Over the past quarter, Oracle’s stock has fallen nearly 40% from its highs as investors reassessed margins, capital spending, cash flows, and balance-sheet risk. (Photo source: Reuters and AI ...