Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
10dOpinion
Oracle: All Eyes On The Balance Sheet
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. In the third quarter, the ...
Oracle claims its Zettascale10 system can hit 16 zettaFLOPS peak The project uses around 800,000 Nvidia GPUs spread across data centers OpenAI’s Stargate cluster in Texas runs on Oracle’s new ...
Error Retrieval: Access error log entries. Insights: Generate statistics and metrics to identify trends (and maybe also anomalies). Executed Queries: Retrieve the ...
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