The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta, and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey ...

Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell

With relatively tepid growth, rising debt, an increasing cash burn rate, soaring capex and reliance on money-losing OpenAI, ...

Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact

Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...

Oracle Joins Code Red Club

Oracle Corporation plunged over 10% post-Q2 despite strong cloud growth and surging RPO. Click here to read why ORCL stock is ...
The Next Platform

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Oracle's Backlog Soars To $523 Billion — Company Adds $15 Billion To 2026 CapEx To Keep Up

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

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 multi-step ...