IBM and Oracle, two large-cap enterprise tech firms, have lagged the broader market despite strong AI-driven revenue growth and expanding backlogs. Oracle's cloud infrastructure revenue surged 84% year-over-year with AI infrastructure up 243%, backed by a $553 billion backlog, though heavy capital spending and debt remain concerns. IBM's shares dropped 24% year-to-date despite accelerating fundamentals, including a 51% jump in mainframe revenue and a $12.5 billion generative AI business, supported by steady dividend growth and positive analyst outlooks. IBM offers a better risk-adjusted setup with strong cash flow and AI-driven consulting growth, making both stocks worth watching as AI demand scales in 2026.
Oracle shares recently dropped sharply amid market concerns despite $67 billion in AI deals and $70 billion planned spending. Historically, Oracle stock falls an average of 18% during market crises, worse than the S&P 500, with declines up to 40% in ...
Tradr ETFs has introduced two new leveraged ETFs that provide twice the inverse daily performance (-200%) of Applied Optoelectronics and Oracle stocks. These funds, listed on Cboe, offer traders tools to profit from or hedge against declines in these...
Oracle is transforming from a traditional software company into a hyperscaler focused on AI-driven cloud infrastructure. The company faces risks from high debt and customer concentration, notably with OpenAI, but its accelerating cloud revenue and la...
Oracle introduced a new AI Studio Skill within Oracle AI Agent Studio for Fusion Applications, enabling customers and partners to build AI-driven Fusion Agentic Applications natively inside Oracle Fusion Cloud. These applications use specialized AI a...
Bealls Inc., a 111-year-old US retailer, improved its clearance pricing strategy by adopting Oracle Retail Lifecycle Pricing Optimization (LPO). This AI-driven solution replaces fixed markdown schedules with dynamic pricing based on real-time demand,...
