24/7 Wall St.

Is Oracle’s Debt Simply Too Much to Justify the Risk?

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...

Oracle stock has worst week since 2001 dot-com bust as AI financing concerns escalate

Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. The company's capital ...
24/7 Wall St.

Wall Street Has 36 Buy Ratings on Oracle. Here’s How We See 47% Upside

Oracle (NYSE:ORCL | ORCL Price Prediction) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303 ...

Despite concerns, Oracle 10-K supports revenue outlook for fiscal 2027: Evercore

Other takeaways from the filing, the company's guidance and a prospectus on its capital needs suggest that Oracle's capex ...

Jobs bloodbath at Oracle as 21,000 staff let go amid huge strategy pivot

Oracle has quietly axed 21,000 workers in a massive jobs bloodbath as it pours billions into artificial intelligence, all ...

Oracle Cuts 21,000 Jobs as It Rebuilds Around AI

Oracle cut about 21,000 jobs in fiscal 2026 as it restructures around AI and cloud infrastructure, raising questions for ...

Now we know how much Oracle shrank its staff in the past year — and how much it cost

Oracle carried out layoffs in March. A new filing shows how much smaller the workforce is compared to this time last year.
Seeking Alpha

Oracle: The Bounce Is Just The Beginning

Oracle is undervalued at $150, with a fair value estimate between $173 and $180 per share on a 12-month view. Despite negative free cash flow and $162B in debt, ORCL's $553B RPO and accelerating ...
SiliconANGLE

Snowflake and Databricks cross the Rubicon into a new competitive domain

The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...