How Oracle’s AI and Cloud Push Is Reshaping Its Growth Story and Valuation

Oracle’s fair value estimate has held steady, slipping only marginally from $344.07 to $344.04, as analysts factor in modest shifts in risk and growth projections. The recent changes in the discount ...
Yahoo Finance

Analyst Says Oracle (ORCL) ‘Classic Example’ of ‘Euphoria’

We recently published 10 Trending Stocks to Watch as Brad Gerstner Explains Tailwinds for AI Trade – ’10x Manhattan Project’. Oracle Corp (NYSE:ORCL) is one of the trending stocks to watch. Joseph ...
Seeking Alpha

Oracle's documents show financial challenges of renting out Nvidia's chips: report

Oracle's (NYSE:ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year or so, lower than what many equity analysts have forecast, The ...
Nextgov

National Gallery of Art selects Oracle’s cloud-based financial management platform

Implementing Oracle Cloud Federal Financials “brings the best-in-class cloud [Enterprise Resource Planning] that is used by most of the Fortune 500 companies to the U.S. government for the first time, ...