Phillip Securities raises Oracle 2026 capex forecast to $50B highlighting confidence in OCI and full-stack AI leadership

Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip ...
Seeking Alpha

Oracle: The AI Capex Blunder Explained

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...
Hosted on MSN

Oracle's consensus estimates for cloud capex remain too low: KeyBanc

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...
Seeking Alpha

Oracle: Maintaining Buy Rating On Strong OCI Momentum And Unique Position In Multi-Cloud

Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...
Insider Monkey

Dan Niles Says Oracle (ORCL)’s AI Capex to Decline

We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...
Investing

S&P 500 Slips as Oracle’s AI Capex Shock Knocks Wind Out of Post-Fed Rally

U.S. equities opened sharply divided on Thursday, with the S&P 500 and Nasdaq Composite (^IXIC) giving back a chunk of Wednesday’s post-Fed gains while the Dow Jones Industrial Average (^DJI) eked out ...