The cloud computing competitor trades for a lower valuation than its bigger peers.

The market is worried that the company's huge AI spending won't lead to meaningful value creation.

Oracle (ORCL), a technology industry leader, positions itself formidably in the AI infrastructure market, but the stock is richly valued. Despite a high price-to-earnings ratio, my valuation analysis ...

Oracle stock continued to drop in January.

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

Oracle is spending aggressively on cloud and AI infrastructure, but its free cash flow is already showing strain. High debt and thin liquidity make Oracle more financially vulnerable. Execution risk ...

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...