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The Latest Breaking News from ORCL

Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel'

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in 2028.

Oracle Has 30% Upside, JPMorgan Says. The Market May Be Missing Its AI Transformation.

Oracle Has 30% Upside, JPMorgan Says. The Market May Be Missing Its AI Transformation.

For much of the AI boom, Oracle Corp (NASDAQ:ORCL) has been viewed as a legacy software company racing to catch up with cloud leaders. JPMorgan believes that perception is increasingly outdated.

This Cloud Giant Plans New Layoffs to Cover Surging AI Data Center Bill. What That Means for Investors Now.

Oracle is planning fresh layoffs before September as debt and AI infrastructure spending squeeze cash flow, according to a new report.

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Michael Burry Took a Bearish Bet Against Oracle. Here’s What It Means for ORCL Stock.

Burry is betting against Oracle as the company ramps up AI infrastructure spending and takes on billions in future commitments.

The Curious Case of Oracle Stock: The Better the Business Gets, the More Investors Worry

Oracle’s AI business is booming, but investors are increasingly focused on the cost of turning record demand into real profits.

Do Wall Street Analysts Like Oracle Stock?

Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook.

Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says

Steve Eisman, the investor made famous by “The Big Short,” says the next leg down in the AI trade may start with two companies that aren’t publicly traded.

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Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity.

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting

Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks.

Earnings Preview: What To Expect From Oracle’s Report

Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth.

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI

Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is…

The $7 Billion Reason Oracle Stock Is in Focus Today

Oracle has secured a $7 billion contract from the U.S. Department of Defense. But does that warrant buying ORCL shares?

Alphabet Lost $294 Billion in One Brutal Day — Almost an Entire Palantir

Alphabet Lost $294 Billion in One Brutal Day — Almost an Entire Palantir

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) just erased $294 billion in market value in a single session — roughly the size of an entire Palantir Technologies Inc.

Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED)

Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

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How 5 Giant Stocks Are Causing a Potentially Nuclear Debt Headache for the U.S. Stock Market

Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion.

Oracle’s Worst Stock Crash in 25 Years: Only Time Will Tell If It Can Recover from Its AI Spending Gamble

Oracle stock has plunged 65% from its AI-fueled peak as investors question massive spending, debt, and data center risks. The decline now rivals its worst downturn since the dot-com bust.

Oracle Stock Is Deep in the Red, But Wall Street Sees 220% Upside

Despite a sharp selloff, Oracle's record backlog and booming cloud business continue to strengthen its long-term outlook.

Oracle Has a Massive Revenue Backlog: Why is the Stock Plunging?

Oracle (NYSE:ORCL) stock remains in a steep freefall, wiping out billions of dollars in market value and emerging as one of the worst-performing stocks in the Nasdaq 100 Index this year.

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Oracle Leads AWS, Microsoft, Google in Race to Build Japan's Secret Cloud Project to Counter Chinese Hacking Threats: Report

Oracle Corporation (NYSE:ORCL) is reportedly leading the race to provide high-security cloud services to Japan. This move is crucial for secure intelligence sharing between Tokyo and its allies.

Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy.

Oracle's stock has crashed amid growing investor concerns about the company's aggressive AI infrastructure spending, rising debt, equity dilution, and heavy reliance on OpenAI.

If You Lack Conviction in This Market, Here’s 1 Stock William Blair Thinks Deserves Your Attention

William Blair just added ORCL stock to its conviction list, with Oracle expected to be a major AI beneficiary.

UBS Just Raised Its Price Target on Bloom Energy Stock. Here's Why.

Bloom Energy stock rallies as UBS raises price target to $350. Here’s why the investment firm is bullish on BE shares.

Oracle Stock's Worst Month Since 1990: What's Breaking Larry Ellison's Empire?

Oracle Corp. (NYSE:ORCL) just gave back everything, and then some.

5 Tech Stocks to Buy on the July Pullback

Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.

Why Reports of a Delayed OpenAI IPO Are Dragging Down ORCL Stock

Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.

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