Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle: AI-Driven Valuation Is Overextended

Oracle (ORCL) faces skepticism as cloud/AI capex outpaces cash flow and debt rises amid slow growth. Click here to read my ...
Benzinga.com

Insights Into Oracle's Performance Versus Peers In Software Sector

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...
Morningstar

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...