Michael Burry, known for his bearish bets, has taken new short positions against Oracle and Nebius stocks, citing risks in the AI sector. He previously exited a short on Oracle but re-entered at $144.63, and shorted Nebius at $211.77 due to overpriced put options. Burry warns the AI boom may lead to many companies facing distress after the hype fades, highlighting concerns over OpenAI's financial stability and Oracle's credit downgrade. These shorts also indirectly challenge Nvidia, which has significant investments in both companies and the AI space overall.
Wall Street analysts maintain a strong buy rating on Oracle as it prepares to report fiscal Q1 2027 earnings on September 10. Earnings per share are expected to rise about 18% year-over-year to $1.74, with revenue projected to grow 28% to $19.14 bill...
Oracle faces heavy investor pressure after Q4 FY26 results, with credit rating downgrades and rising credit default swap spreads pushing its stock to new lows. The company's negative free cash flow driven by capital expenditures and dependence on deb...
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'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 c...
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...
