Why Oracle’s stock may be a 'go-to' AI winner that investors are overlooking

Oracle’s stock has been weighed down by fears of overspending on AI, but Bernstein believes the company’s big bet is on track to pay off ...
Benzinga.com

Oracle's Strategic Pivot To AI And Cloud Computing Yields Market Cap Surge: Report

Oracle Corporation (NYSE:ORCL) has emerged as an unexpected victor in the artificial intelligence revolution, marking a significant week for the tech giant. The notable advancement for Oracle in AI ...
Wall Street Journal

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

The likelihood that Nvidia NVDA-1.02%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 1.71%increase; green up pointing ...
Seeking Alpha

Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...