Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs ...
Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A ...
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.
Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion ...
Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Mar Vista U.S. Quality Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 ...
Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...
Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.
Quick Read Mizuho rates Nvidia as its top semiconductor pick with a $275 price target. Berenberg upgraded CrowdStrike to buy.
Nearly 90% of customers purchasing Nvidia AI systems also buy networking products. The company has expanded its networking portfolio, tapping into the demand for ultra-fast networking gear necessary ...