ORCL - Oracle Corporation
Vertiv's sales jumped 24% as it expanded its manufacturing and liquid-cooling capacity to serve AI data centers. Caterpillar is supplying gas generators and turbines to power data centers at a faster pace than new grid connections can keep up with.
Oracle's debt load is nearly twice the company's book value. The company appears to service its debt with ease and maintains significant liquidity.
The $664B backlog (+45.9% YoY) requires ORCL to embark on outsized capex trends, with it pressuring their near-term cash flow, balance sheet, and net income metrics. Otherwise, as more of their new capacity comes online, the hyperscaler has reported outsized cloud infrastructure/applications revenue growth and richer profit margins. The recent meltdown has contributed to ORCL's discounted P/E of 18.5x and 3Y PEG of 0.67x, while triggering a rich upside potential to my LTPT of $291.70.
Legendary investor Warren Buffett has exited his role of chairman of Berkshire Hathaway (NYSE:BRK) (NYSE:BRK), a role that he held for decades at the conglomerate. The exit comes nine months after Buffett stepped down as CEO of the company he led for more than 60 years.
Oracle (NYSE: ORCL) is set to pay its next quarterly dividend on October 23, 2026, giving shareholders another cash payout.
Retail investors talked up five hot stocks during the week (Sept. 14 to Sept.18) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.
About $18 billion in loans tied to an Oracle-leased data center in New Mexico has come under pressure, with loans quoted at 89 to 91 cents on the dollar by syndicate banks, including Santander and Jefferies , the Financial Times reported on Friday.
Dennis Dick explains the market's sideways movement as a battle between rising oil prices, rate hikes, and the sustained ascent of AI stocks. He sees companies like Broadcom (AVGO), Oracle (ORCL), and Nvidia (NVDA) as compelling investments with reasonable valuations and transformative potential.
Oracle (ORCL), the database and AI-cloud heavyweight, received fresh bullish attention Friday as Barron's argued that its accelerating operating momentum could
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle's own story rather than any broad shift in cloud
Clinicians and staff gain an up-to-date view of capacity, patient movement, and environmental services workflows AUSTIN, Texas, Sept. 18, 2026 /PRNewswire/ -- San Juan Regional Medical Center has strengthened its clinical operations with several new Oracle Health solutions that help streamline patient flow, improve bed management, and enhance operational visibility.
Oracle started a new round of job cuts this week. An internal document spells out more details what those employees get in severance, stocks, and bonuses.
Warren Buffett first bought into Berkshire Hathaway 64 years ago and took control of the company in 1965.
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Oracle (ORCL) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ORCL broke through the 20-day moving average, which suggests a short-term bullish trend.
XLK and AMD approach key breakout levels while Oracle builds a potential base around its 50-day EMA.
Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.
Not every AI stock riding this year's rally has growth that will last, according to T. Rowe Price portfolio manager Paul Greene.
Oracle is sitting on a $664 billion backlog while Meta just watched its free cash flow crater by more than 90%, yet both companies are pouring tens of billions into AI compute every quarter with no clear timeline for the
Was this Ellison being crazy like a fox?