Oracle (ORCL) is undervalued after a sharp sell-off, says KeyBanc, citing sum-of-the-parts upside from core apps/database and ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world.

In 2026, contextual memory will no longer be a novel technique; it will become table stakes for many operational agentic AI ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

The cost of insuring Oracle's debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader corporate sector is spending on AI and the borrowing ...

When I first wrote “Vector databases: Shiny object syndrome and the case of a missing unicorn” in March 2024, the industry was awash in hype. Vector databases were positioned as the next big thing — a ...

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...

Oracle has sold off since its post-earnings surge. The tech giant’s cloud growth depends on a handful of key customers. Oracle is taking on debt and undercutting the competition on pricing. Oracle ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...