Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

Prominent software stocks such as Salesforce (CRM) and ServiceNow (NOW) have fallen by more than 20% this year due to fears that AI will hurt their business models. And while Oracle (ORCL) and ...
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Oracle’s Massive AI Bet Strains Finances

Oracle Corporation finds itself navigating turbulent financial waters as it commits to an aggressive expansion of its artificial intelligence infrastructure.

Oracle: OpenAI Is A Huge Wildcard

Oracle stock faces a 42% drop post-OpenAI deal amid capex surge and leverage risks. Read the latest analysis on the stock ...

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

What About Larry Ellison’s Billions?

The Oracle co-founder has pledged billions to finance Paramount’s takeover bid for Warner Bros. Discovery — which has ...

What are credit default swaps and why are investors watching Oracle's?

Trading in Oracle credit default swaps (CDS), which has exploded in the last year and are near their most expensive on record ...

Dow, S&P 500 mark record closes; Oracle drags on the Nasdaq

The S&P 500 and the Dow boasted record closing highs on Thursday after a Federal Reserve policy update that was less hawkish ...

Oracle’s Larry Ellison Thinks He’s Identified the Next Big AI Business

In the December 10 earnings call, Oracle CEO Larry Ellison said that the company is focusing on solving the “very important problem” of how to enable the most recent AI models to complete multistep ...