Oracle holds an impressive $523 billion backlog, and the management has raised its forecast for Oracle Cloud Infrastructure ...
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
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Upgrades: Analysts are still bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) upside
Quick Read Mizuho rates Nvidia as its top semiconductor pick with a $275 price target. Berenberg upgraded CrowdStrike to buy.
In recent months, Oracle has doubled down on AI-focused cloud infrastructure, ramping capital spending, expanding data ...
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...
Mar Vista U.S. Quality Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 ...
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...
According to a report by Fortune, Madhavi Singh argues that the collaboration between AI giants like OpenAI, Oracle, and Nvidia could stifle competition. Singh, deputy director of Yale's Thurman ...
Nvidia (NASDAQ: NVDA) is the king of artificial intelligence (AI) infrastructure. It has built a nice moat, particularly in large language model (LLM) training, as its CUDA softwa ...
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