Oracle Corporation (ORCL) Business News

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Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth.

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10:45 AM | Monday | Oct 12, 2026

I'm Making a Contrarian Bet on Oracle at What Seems Like The Worst Moment Possible

24/7 Wall Street

Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth.

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8:45 AM | Monday | Oct 12, 2026

Broadcom Vs. Oracle: Whose AI Chip Debt Financing Scheme Looks Worse?

24/7 Wall Street

Oracle and Broadcom both borrowed from the AI buildout in very different ways, and one of those balance sheets looks far more dangerous than the other right now.

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8:20 AM | Monday | Oct 12, 2026

Oracle Is Trucking In Natural Gas to Keep Its AI Data Centers on Schedule

24/7 Wall Street

Oracle's AI data centers are running behind on pipelines and permits, so the company found an unusual workaround to keep construction on schedule and avoid penalties on hundreds of billions in signed contracts.

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10:47 AM | Sunday | Oct 11, 2026

Ray Dalio Warns Stocks Are Running Out of Room for Error — and AI Could Make It Worse

24/7 Wall Street

Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market.

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11:41 AM | Friday | Oct 9, 2026

Oracle stock is wavering: will its revenue growth and bargain status spark a rebound?

Invezz

Oracle stock has wavered in the past few months as investors watch the developments at OpenAI, one of its biggest clients. ORCL was trading at $142.35 on Friday, down by 42% from its highest point this year.

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9:55 AM | Friday | Oct 9, 2026

These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar

Zacks Investment Research

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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8:34 AM | Friday | Oct 9, 2026

Stock of the Day: Where is the Bottom for Oracle?

Benzinga

Oracle Corporation (NYSE:ORCL) is consolidating Friday. Shares have dropped about 60% since hitting an all-time high last year.

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8:34 AM | Friday | Oct 9, 2026

Michael Burry Issues Fresh Warning on Microsoft AI Spending

GuruFocus

Microsoft (MSFT) is facing scrutiny over how it justifies its AI infrastructure outlays, with investor Michael Burry (Trades, Portfolio) suggesting the spending

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7:15 AM | Friday | Oct 9, 2026

Prediction: Oracle Has 49% Upside as Cloud Backlog Signals Major Growth Shift

24/7 Wall Street

Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the biggest mispricing in megacap tech right now.

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6:23 AM | Friday | Oct 9, 2026

Oracle: Doomsday Fears Are Far Overblown

Seeking Alpha

Oracle is reaffirmed as a buy, driven by multiyear-high revenue growth and robust demand for its cloud infrastructure services. Q1 revenue surged 30% YoY, with Cloud Infrastructure growth accelerating to 121%, and RPOs reaching $664 billion, signaling strong bookings and AI tailwinds. While leverage remains elevated (debt/equity at 3.51), liquidity is solid and default risk appears low; capital raises include equity.

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