OpenAI Shortfall Puts Oracle AI Cloud Commitments And Concentration Risk In Focus

OpenAI has reportedly missed internal user and sales targets for 2026 over the past couple of days. The shortfall is raising ...
Kalkine Media

Oracle AI Cloud Buzz Puts S and P 500 In Focus

Oracle gains attention with AI-driven growth and cloud expansion, influencing trends within the s and p 500 and strengthening ...

Oracle: Why The Market Ignores A $553 Billion Backlog

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...
Reuters

Oracle, Google cloud units strike deal for Oracle to sell Gemini models

SAN FRANCISCO, Aug 14 (Reuters) - Oracle (ORCL.N), opens new tab and Alphabet (GOOGL.O), opens new tab said on Thursday their cloud computing units have struck a deal to offer Google's Gemini ...
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Oracle’s stock slide meets bullish forecasts despite debt risks

Oracle shares have fallen sharply from 2025 highs amid heavy AI infrastructure spending, rising debt, and negative free cash flow, even as analysts project strong upside. The company posted $17.19 ...
Investing

Oracle stock price target lowered to $325 at UBS on backlog conversion timing

Oracle’s third-quarter guidance for 37-41% cloud revenue growth also came in below UBS’s 42% estimate. Despite these concerns, UBS maintained its Buy rating, citing the "compelling" potential ...

Oracle adds $100B in market cap on major announcement

Oracle stock is up nearly 30% in the past week. Here's what comes next.