24/7 Wall St

Oracle can self-fund AI capex without hitting credit markets, DCLA says

Oracle (ORCL) reported Q3 FY2026 IaaS cloud infrastructure revenue surging 84% year over year to $4.89 billion, with Remaining Performance Obligations hitting $553 billion, up 325% year over year.
Seeking Alpha

Oracle: The Bullish Reset And Long-Awaited Turning Point Is Finally Here

It's good to hear that Oracle Corporation (ORCL) is capturing the public glare once again after an incredible reversal in its price action, and what better way to do it than through solid execution?
Insider Monkey

Jim Cramer on Oracle: “This One’s a Total Pain Point Ever Since It Decided to Go All in on Building Data Centers”

Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer’s game plan. Cramer said that it is the “most important company reporting” in the week, as he commented: After the close, wow, big one ...
Insider Monkey

Morgan Stanley Flags GPU-as-a-Service Buildout as EPS Pressure Point for Oracle Corporation (ORCL)

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The third stock on our list is Oracle Corporation. TheFly reported on January 23 that Morgan Stanley lowered its ...
Seeking Alpha

Oracle: This Ship Can Sail Through The Debt-Backlog Storm (Rating Upgrade)

Oracle will sail through the debt-backlog storm to claim its place in the AI oligopoly. I am targeting a 50% 12-month return. Short-sellers and media skeptics play a role, but optimists prevail in the ...