Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...
Michael Burry bets against Oracle as debt nears $100B, FCF turns -$13B and a $6.6B liquidity gap looms—see ORCL stock's risks and cloud upside here.
Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.
Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip Securities lowered the firm’s price target on Oracle to $344 from $350 and ...
Oracle’s ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s ...
Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...
If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn’t plummeted like Oracle, but the pressure could be building. In the last 72 hours, two significant events took ...
Oracle has plowed more than $20 billion into capital expenditure in the first half of its financial year, as the tech company rushes to build out data centers for artificial intelligence. Oracle said ...
Bellwethers are lead sheep wearing bells to indicate where the flock is going. In finance and markets, they are often celebrated as indicators of coming prosperity. But they cut both ways because they ...