Oracle Corporation (ORCL)

CoreWeave Vs. Oracle: Friend Or Foe In The AI Boom?

Oracle's fiscal Q1 earnings outperformance has reinforced the AI rally by reinforcing investor optimism over end-market demand for GPU compute. However, we believe Oracle's outperformance only magnifies CoreWeave's fundamental woes instead. This is expected to weaken durability in CoreWeave's recent Oracle-led rally. Meanwhile, Oracle will likely remain the outperformer, justified by its durable fundamentals and scalability, despite a higher valuation compared to CoreWeave.

Here is What to Know Beyond Why Oracle Corporation (ORCL) is a Trending Stock

Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

TikTok deal to include new investors with ByteDance; Oracle to keep cloud agreement, sources say

TikTok deal to include new investors with ByteDance; Oracle to keep cloud agreement, sources say

Stock Market Live September 16: Good TikTok News Boosts Oracle, and the Whole S&P 500 (VOO)

TikTok Is a Waste of Money for Oracle

President Trump says a U.S. company or companies will buy Chinese social media company TikTok.

Options Corner: ORCL Rally, Connection to TikTok

Oracle (ORCL) shares continue to rally after its latest earnings, but Tuesday's move is connected to TikTok. The company is reportedly tied to a group of companies looking to gain control of TikTok's U.S. operations.

Oracle Corporation: A Transition Unlocking Growth That Some Ignore

Oracle Corporation is transitioning from a traditional ERP software vendor to a leading AI data center and cloud infrastructure player. ORCL's strategic investments in AI infrastructure, multicloud partnerships, and a $455B backlog position it for robust long-term growth in a booming market. Despite valuation debates, a forward P/S of 17x and projected revenue growth support a price target of $491.61, implying 68% upside potential.

Oracle: Suspension Of Disbelief

Oracle Corporation's stock price created a parabolic move in one Google search term. RPO rescued the large earnings miss, and ORCL projected gains in revenues that look too good to be true. We look at the 3 companies behind the curtain and tell you why ORCL is about to follow its 2000-2002 trajectory.

Don't Overlook Oracle (ORCL) International Revenue Trends While Assessing the Stock

Evaluate Oracle's (ORCL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

We continue to like what Oracle is doing over the long term, says T. Rowe Price's Tony Wang

Tony Wang, T. Rowe Price portfolio manager, joins 'Squawk Box' to discuss the state of the tech sector, impact of AI, his top tech stock picks, and more.

Wall Street Week in Review: Stocks Notch Highs Despite Pessimism

It was a busy week on Wall Street marked by Oracle earnings, and a slew of individual news items. Looking ahead, all eyes will be on the Fed's interest-rate decision next week.

Ariel's Charles Bobrinskoy on why he trimmed Oracle

Charles Bobrinskoy, Ariel investments vice chairman and head of investment group, joins 'The Exchange' to discuss why he trimmed Oracle despite it's recent stock surge.

Is Oracle's AI Rally Make-Believe? (Rating Downgrade)

Oracle Corporation shares surged 40% on remaining performance obligations up 359% and cloud infrastructure growth guidance raised to 77% from 70%. ORCL's multicloud strategy and major AI partnerships, including a $300B OpenAI deal, are legs of AI optimism, but expectations may be running ahead of fundamentals. Despite robust cloud and AI momentum, Oracle still missed top and bottom line estimates, and its valuation is now at dot-com era highs, signaling overextension.

ORCL Soar and the Next Major A.I. Wave

Matt Tuttle swings by Morning Movers to look at this week's tremendous move higher for Oracle (ORCL). Matt says you don't get a ton of alpha by owning Nvidia (NVDA) here and he thinks Oracle is over-extended currently, but longer-term says both are still "must-owns.

Oracle shares slump one day after monster earnings jump

Oracle shares slid 7% Thursday following an analyst note expressing concern that most of the company's upcoming growth is coming from a single client: OpenAI. The Wall Street Journal on Wednesday reported that OpenAI is set to pay Oracle $300 billion over five years.

Oracle's concentration risk

CNBC's MacKenzie Sigalos joins 'Money Movers' to discuss how OpenAI is fueling Nvidia rivals like Oracle's $300 billion cloud deal.

Oracle is part of an elite club that tops the S&P 500 for huge jumps in sales estimates

Only three companies in the S&P 500 have seen 2028 revenue estimates rise by more than 20% since the end of June. They all have links to the AI boom.

Oracle's blockbuster surge shows AI trade's growing influence on market

Wall Street's "AI trade" has propelled the market to record highs this year, and Oracle's stunning share-price gains are giving investors another reason to back the trade.

Oracle's $455B AI Dream Is A Nightmare For Its Balance Sheet

Oracle Corporation surged after announcing record $455B in cloud bookings, driven by a massive AI infrastructure deal with OpenAI. Cloud infrastructure revenue is projected to grow at a 70% 5-year CAGR, potentially matching Google Cloud by 2030 if targets are met. Despite strong growth, ORCL trades at a high P/E and faces negative free cash flow and rising debt due to heavy AI-related CapEx.

Top Stock Movers Now: Centene, Micron Technology, Oracle, and More

U.S. equities gained at midday, with the S&P 500 and Nasdaq adding to Wednesday's latest closing record highs, as new inflation and unemployment reports boosted confidence the Federal Reserve will cut interest rates next week. The Dow Jones Industrial Average was more than 1% higher.

Oracle Q1: Control Your FOMO

Oracle Corporation shares surged after FQ1 2026 earnings, driven by a 359% YOY increase in Remaining Performance Obligations (RPO). ORCL stock's current valuation appears stretched, with a FWD P/E of 48x and PEG of 3.3, notably higher than key AI competitors like Nvidia and Meta Platforms. Besides valuation risks, aggressive capital expenditures and negative free cash flows also raising execution concerns.

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?

ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.

Oracle: Earnings Pop Is An Overshoot

Oracle Corporation's Q1 FY2026 saw a 359% y/y surge in sales backlog [RPO], driven by massive AI cloud contracts, notably a reported $300B deal with OpenAI. Despite explosive cloud growth projections, Oracle's reliance on OpenAI and heavy CAPEX requirements introduce significant execution and financial risks. Even with aggressive growth assumptions, Oracle's fair value is ~$265/share, and ORCL offers only a ~5% expected CAGR return from here, making it less attractive than the S&P 500.

Oracle Stock Rises Again. Why Its OpenAI Deal Is Both a Boon and a Risk.

Oracle stock was heading even higher as the market digests its cloud-computing surge. Its future success depends on OpenAI.

Oracle Stock Rises Further After Best Day Since 1992

Oracle (ORCL) shares advanced in premarket trading Thursday, a day after skyrocketing 36% in their best session since 1992.

Oracle stock nears $1T market valuation

Oracle Corp (NYSE:ORCL, ETR:ORC)'s market capitalization is approaching $1 trillion after its stock price soared 36% on Wednesday as gains in enterprise software maker's AI cloud business powered the company's latest financial results. Oracle said it now expects its cloud infrastructure revenue to reach $144 billion in fiscal 2030, up from $10.3 billion in 2025.

Oracle's not much more expensive than it was earlier this week, says Citi's Tyler Radke

Tyler Radke, Citi co-head of U.S. software equity research, joins 'Power Lunch' to discuss Oracle's latest quarterly earnings results, the company's compound annual growth rates and much more.

Oracle Blockbuster Earnings: Separating The Business From The Stock Price

Oracle's Q1 2026 earnings triggered a historic share price surge, driven by a massive 359% jump in remaining performance obligations (RPO). Although the long-term strategy of Oracle's management is working, the current share price offers little to get excited about. On top of all the risks associated with 5-year forecasts, the stock is unlikely to produce above-market returns even in one of the best-case scenarios for the future.

Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst

Oracle ORCL shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.