Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...
However, there’s something more specific impacting Oracle: bondholders have just initiated a lawsuit concerning possible ...
Oracle can make its numbers work, says Guggenheim analyst John DiFucci.
Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...
Both companies have a lot riding on the success of OpenAI, the leader in large language models.
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
Oracle Corporation is rated a Buy after a 40% pullback, with the current valuation reflecting key risks. Learn more about ...
Oracle can move AI capacity around fast, but it may not matter.