Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth? On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their strategic collaboration.... On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availabil… [+5529 chars]
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$ORCL
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- News3d ago
- News8d ago
Larry's $100 Billion Fall From 2nd Richest... Oracle’s shares have plunged nearly 40% since Ellison ranked just below Elon Musk. Larry Ellison slid to become the worlds eighth-richest person on Friday, falling behind Nvidias Jensen Huang after his net worth shed $6 billion, as a monthslong decline in Oracle shares has lowered … [+4086 chars]
Source ↗ - News9d ago
Oracle’s $165 Billion Data Center Plan Hits a Gas Pipeline Delay Oracle’s proposed $165 billion data center project in New Mexico has run into a decidedly low-tech problem: the natural gas pipeline meant to help power it won’t be ready on time. Energy Transfer subsidiary Transwestern Pipeline pushed the expected in-service… The prolonged disruption to shipping… Trump has made Bosnias energy… By Julianne Geiger - Aug 14, 2026, 2:39 PM CDTOracle’s proposed $165 billion data center project in New Mexico has run into a de… [+1775 chars]
Source ↗ - News10d ago
Ellison Is Now Willing to Sell CNN to Save His $111 Billion Deal. It Wouldn’t End the Lawsuit. Paramount Skydance CEO David Ellison, son of Oracle cofounder and Trump ally Larry Ellison, is running out of time to close the biggest media deal in a gener... Quick Read <ul><li>WBD shares have surged 146% on deal speculation as Ellison races a Sept. 30 deadline before a $7 million daily ticking fee begins. </li><li>Selling CNN may satisfy political crit… [+5071 chars]
Source ↗ - News11d ago
Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch? Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum co... Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, ad… [+4127 chars]
Source ↗ - News19d agoneutral
Oracle (ORCL) Deepens Google Gemini Integration—What It Means for Investors On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core... On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.'s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's core applications, including Fusion Cloud Appli… [+4432 chars]
Source ↗ - News20d agoneutral
Oracle (ORCL) Has the AI Demand. Can It Fund the Infrastructure? Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here.... Janus Henderson Investors, an investment management company, released its "Forty Fund" Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second qua… [+3039 chars]
Source ↗ - News20d agoneutral
CoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but... Quick Read <ul><li>CoreWeave and Oracle stocks climbed after President Trump called off planned Iran strikes, triggering a broad risk-on rally lifting beaten-down AI cloud names. </li><li>Nebius st… [+5606 chars]
Source ↗ - News23d agoneutral
Larry Ellison takes on debt to pivot Oracle into AI juggernaut Oracle's AI pivot, fueled by massive debt, could redefine its market position but poses significant financial and regulatory risks. The post Larry Ellison takes on debt to pivot Oracle into AI juggernaut appeared first on Crypto Briefing. Oracle's co-founder has borrowed over $50 billion to fund a massive AI data center buildout, and the stakes couldn't be higher Larry Ellison is making the kind of bet that either gets studied in busi… [+2467 chars]
Source ↗ - News25d agonegative
Coffee Break: Ellison Empire Beseiged On All Fronts Things have only gotten worse for the Ellison family tech and media empire (Oracle, Paramount, TikTok) as they face mounting legal and financial pressure on all fronts. Things have only gotten worse for the Ellison family tech and media empire in the last week as they face mounting legal and financial pressure on all fronts. Note I’m running late again as I prepare… [+12739 chars]
Source ↗ - News26d agoneutral
Night View Capital Trimmed Oracle (ORCL) After Robust Cloud Gains Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force,... Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its indu… [+2510 chars]
Source ↗ - News29d agoneutral
MarketBeat Week in Review – 07/20- 07/24 Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus s... Key Points <ul><li>Interested in Oracle Corporation? Here are five stocks we like better. </li><li>Stocks fell broadly this week as U.S.-Iran tensions, heavy AI capital expenditure concerns, and li… [+7035 chars]
Source ↗ - News7/24/2026neutral
Dow Jones| Nasdaq | S&P 500 | US Stock Market Today | Live: US stock futures tick higher after tech rout; Mideast, tariffs in focus Dow Jones Today | S&P 500 | US Stock Market Live: U.S. stock futures ticked higher after a sharp tech-led selloff, as investors assessed earnings from Intel and Oracle, fresh Trump tariffs and rising Middle East tensions. Oil volatility and Fed rate expectati… Dow Jones Today | S&P 500 | US Stock Market Live: U.S. stock futures ticked higher after a sharp tech-led selloff, as investors assessed earnings from Intel and Oracle, fresh Trump tariffs and ri… [+126 chars]
Source ↗ - News7/24/2026neutral
Oracle secures $7B contract to supply the Pentagon with vital software and services Database giant Oracle Corp. has signed a new, multibillion-dollar deal with the Pentagon that will see it provide its software to branches of the U.S. military, Coast Guard and intelligence community over the next 10 years. The deal, valued at almost $7 billi… Database giant Oracle Corp. has signed a new, multibillion-dollar deal with the Pentagon that will see it provide its software to branches of the U.S. military, Coast Guard and intelligence community… [+4577 chars]
Source ↗ - News7/23/2026positive
Oracle signs 10-year software contract with Pentagon worth up to $7 billion Oracle will supply on-premises software to the U.S. Department of Defense. The Pentagon on Thursday announced a contract with Oracle worth almost $7 billion over a decade, a big win for the software maker, which has been punished by investors this year. The stock rose about… [+1754 chars]
Source ↗ - News7/23/2026neutral
Oracle Is One Step From Junk—Can It Afford the AI Boom? The past few weeks have seen the bond market start asking a question the stock market has mostly been happy to ignore: Who can actually afford the AI buildout? On July 9, S&P Global Ratings gave its answer for one of the biggest spenders. It cut Oracle Corp.'… Skip to comments. Oracle Is One Step From JunkCan It Afford the AI Boom?Bar Chart ^ | 07/22/2026 | Sam Quirke - MarketBeat Posted on 07/22/2026 8:26:45 PM PDT by SeekAndFind The past few weeks… [+8552 chars]
Source ↗ - News7/22/2026negative
Coffee Break: Oracle’s Exploding Debt and Plumeting Stock Price Threaten Paramount Media Empire? The foundations of the hastily assembled Ellison family hasbara media empire -- Paramount, WBD, American TikTok -- are cracking as Oracle stock has lost $600 billion in market cap since its September 2025 peak and its nearly $200 billion in corporate debt is … The foundations of the hastily assembled Ellison family hasbara media empire — Paramount, WBD, American TikTok — are cracking as Oracle stock has lost $600 billion in market cap since its September 2… [+23616 chars]
Source ↗ - News7/16/2026positive
Oracle leads the race to build Japan a secret, air-gapped cloud Oracle is leading the race to build Japan an air-gapped cloud, sealed off from the internet. Washington wants it to counter Chinese hacking. Before the US shares more of its secrets with Japan, it wants Japan to lock them down. Oracle is now the front-runner … Oracle is leading the race to build Japan an air-gapped cloud, sealed off from the internet. Washington wants it to counter Chinese hacking. Before the US shares more of its secrets with Japan, it w… [+2591 chars]
Source ↗ - News7/15/2026negative
Wall Street expert says a massive stock market crash is coming and this tech company will be the 'first domino to fall' For one analyst, the US stock market is dangerously exposed to a massive AI investment bubble, but one company has a higher risk of implosion than any other. A terrifying warning has sent shockwaves through Wall Street as financial experts warn that a stock market crash is looming on the horizon. At the eye of the hurricane is tech giant Oracle, which ve… [+5885 chars]
Source ↗ - News7/11/2026neutral
Jim Cramer Shares Key Insights For Oracle Corporation (ORCL)’s Biggest Problem We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Oracle Corporation (NYSE:ORCL) is one of the st... We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Oracle … [+1866 chars]
Source ↗ - News7/9/2026positive
Jim Cramer Highlights Future Earnings Projections that Make Oracle Look Cheap Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the f... Oracle Corporation (NYSE:ORCL) was among Jim Cramer's stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according t… [+2403 chars]
Source ↗ - News6/30/2026neutral
Cognizant (CTSH) Selects Oracle (ORCL) Fusion Cloud Recruiting to Scale Global Talent Acquisition Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Re... Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Huma… [+2016 chars]
Source ↗ - News6/29/2026neutral
Arm Holdings (ARM) Expands Its Agentic-AI CPU Ecosystem With Oracle Cloud Infrastructure Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex 2026, Arm Holdings plc (NASDAQ:AR... Arm Holdings plc (NASDAQ:ARM) is one of the best fast growth stocks to buy according to hedge funds. On June 2, at Computex 2026, Arm Holdings plc (NASDAQ:ARM) announced that Oracle Cloud Infrastruct… [+2345 chars]
Source ↗ - News6/26/2026neutral
Oracle Health (ORCL), Theator Partner to Automate Surgical Reporting with AI Oracle Corporation (NYSE:ORCL) is one of the best stocks for beginners to buy now. On June 24, Oracle Health and Theator partnered to bring AI-powered surgic... Oracle Corporation (NYSE:ORCL) is one of the best stocks for beginners to buy now. On June 24, Oracle Health and Theator partnered to bring AI-powered surgical intelligence to US operating rooms. By … [+1755 chars]
Source ↗ - News6/25/2026positive
Larry Ellison quietly gave $45 million to a pro-Trump group—then Oracle landed a starring role in a $500 billion AI buildout While Big Tech's biggest names have publicly courted President Donald Trump, Oracle's billionaire cofounder took a quieter route—one that has reportedly tracked with major wins for his company and his son's media empire. While many of Big Techs biggest names have been fairly public and open about their dealings with President Donald Trump, theres one executive who has been more stealth in his dealings with the CEO-in… [+3721 chars]
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Disclosed trades
No disclosed trades for $ORCL.