Oracle’s rally reflects renewed confidence that its cloud business is directly benefiting from AI-driven infrastructure spending. While D.A. Davidson’s upgrade contributed to the move, broader gains ...
In my view, Oracle has become an OpenAI sentiment story. Oracle plans to raise $45B–$50B of gross cash proceeds through a balanced mix of debt and equity, with concrete details on both. I see this as ...
Oracle (NYSE: ORCL) popped 3% on Monday after TikTok published a press release outlining details of the newly formed TikTok U.S. Data Security Joint Venture. Oracle, private equity firm Silver Lake, ...
Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts are Tracking Closely. On December 3, Wells Fargo initiated coverage of the stock with an “Overweight” rating and a $280 price target.
Cox Enterprises is notifying impacted individuals of a data breach that exposed their personal data to hackers who breached the company network after exploiting a zero-day flaw in Oracle E-Business ...
Oracle Corporation (NYSE: ORCL) has seen a significant market reaction following its bold shift towards artificial intelligence (AI), resulting in a 25% drop in shares over the past month. What ...
The list of enterprises targeted by recent Oracle EBS attacks may also include Schneider Electric, Pan American Steel, and Cox Enterprises. Earlier this month, the infamous ransomware-as-a-service ...
Analysts have optimistic price targets on Oracle stock. The company expects AI infrastructure deals to lead to an explosion in cloud computing revenue. A megadeal with OpenAI carries some risk.