Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

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

Ader's analysis separates Oracle into two main businesses: its core software segment comprising applications and databases ...

Why Oracle's Fair Value Reset Is Back in Focus Oracle's fair value estimate was recently revised from about US$342.28 to ...

Oracle's Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523B. Check out ...

AWS European Sovereign Cloud is now available in Germany, with plans for expansion to Belgium, the Netherlands and ...

Legendary investor Michael Burry has taken a bearish stance on Oracle, let's breaks down his bet and what investors should ...

Robbins LLP is Investigating Allegations that Oracle Corporation (ORCL) Misled Investors Regarding the Amount of Money Needed for its AI Buildout According to the complaint, on September 10, 2025, ...

Oracle has been accused of concealing its need to sell significant additional debt to build out its AI infrastructure.

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.