Oracle's stock has fallen nearly 28% in the past year, but its cloud infrastructure business is booming, especially for AI workloads. Oracle Cloud Infrastructure (OCI) grew 93% in Q4 FY2026, with GPU utilization at 97.5%, signaling high demand. The company has a $638 billion backlog and expects OCI revenue to grow from $18 billion to $144 billion over the next four years. Oracle's strategy focuses on embedding its services within Microsoft, Amazon, and Google clouds, capturing revenue without direct competition. Despite high capital expenditures and debt, prepaid contracts and strong cash flow support growth. Investors see Oracle as a compelling buy due to its unique position in the cloud AI market and steady dividend.
Oracle's stock surged 5% following Morgan Stanley's price target increase, sparking renewed interest in AI cloud infrastructure. CoreWeave also rose 3%, benefiting from the same momentum. Oracle's strong cloud revenue growth and large AI-related cont...
Oracle is aggressively undercutting AWS on cloud infrastructure pricing and securing large AI-related contracts, with its cloud revenue up 93% year-over-year and a massive backlog of $638 billion. Meanwhile, AWS posted strong growth with $42.23 billi...
Oracle's stock has dropped significantly, trading at $158.78 against a Wall Street consensus target of $242.05, due to massive capital expenditures and negative free cash flow. Despite this, analysts remain bullish, citing Oracle's rapid cloud infras...
Investors pulled $700 million from the iShares Expanded Tech-Software Sector ETF (IGV) just hours before Snowflake reported a strong quarter with 37% product revenue growth and an increased full-year forecast, driven partly by AI. Despite Snowflake's...
Oracle's stock has fallen about 20% in 2026 due to heavy capital spending and negative free cash flow, while its cloud peers like Microsoft and Amazon have gained. Despite this, analysts remain optimistic, with an average price target implying a 52% ...
