Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...
Oracle’s Azure-OCI interconnect and Database@Azure let OpenAI run Oracle databases and GPU compute seamlessly with Azure. I believe this is the main factor that motivated the $300B deal. RPO jumped ...
Oralce last reported earnings on September 9th. The company closed the day trading for $241.51. By the end of the next day, shares had skyrocketed to $328.33, about a 36% gain. Oracle announced a ...
A month has gone by since the last earnings report for Oracle (ORCL). Shares have added about 17.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to ...
Last quarter Oracle shocked the world with $455 billion in RPO. This quarter that number surged up to $523 billion, well beyond any other hyperscale cloud companies. And yet, shares remain down as the ...