Oracle has sharply underperformed in 2024, but recent results and a valuation reset present a compelling long opportunity.

Oracle just burned through billions in free cash flow while a $664 billion backlog sits waiting to convert, and Wall Street analysts are betting the gap between those two numbers holds the key to a 67 ...

Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.

Oracle has sent a force majeure notice to the developer of Project Jupiter, a Stargate data center campus in New Mexico, Bloomberg first reported Thursday. Force majeure clauses, common in energy and ...

Blue Owl says notice does not change financial commitments to multi-year project Blue Owl has about $3 billion in equity, while Oracle pays debt costs, source says Oracle says Project Jupiter remains ...

You're currently following this author! Click to unsubscribe from email alerts. Oracle employees caught in the company's latest round of layoffs now know exactly what they'll leave behind and what ...

Oracle stock jumped late Thursday after the tech giant reported fiscal first-quarter results that beat expectations.

Trading at $156 per share pre-earnings, ORCL stock is trading at 19x the expected fiscal ’27 EPS of $8.07 for expected EPS growth of 6%.

Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money ...

A final site plan for Oracle's Nashville tech campus shows five clusters of office buildings, a luxury hotel and large water feature.

The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly $638 billion — a backlog that grew 363% last year ...