Oracle's stock has fallen about 33% this year even as it booked a historic $638 billion backlog, driven by surging AI cloud infrastructure demand. The company competes with major cloud providers and has seen cloud revenue grow rapidly, but heavy capital spending and rising debt raise concerns. Bulls highlight strong revenue guidance and growth potential, while bears worry about cash flow and margin pressure. Investors are advised to watch upcoming quarters for contract renewals and execution before committing further.
The NYSE pre-market update on September 9, 2026, featured key developments including defense company Covenant emerging from stealth with a new factory and heavy-payload weapon system, backed by over $250 million in funding. Moonwalk Bio announced pro...
Oracle's connection to OpenAI, with about 47% of its remaining performance obligation linked to the AI firm, has shifted investor sentiment positively. Despite concerns over a $70 billion capital expenditure plan for fiscal 2027 and local resistance ...
Adobe and Oracle are set to report earnings, highlighting contrasting investment profiles. Adobe shows steady, profitable growth with a strong subscription model and solid cash flow, making it a safer choice for retirement investors despite lacking a...
Michael Burry, famed for predicting the 2008 crash, has updated his portfolio with Lululemon Athletica as his largest holding, making up about 17% of his investments. Despite this confidence, Lululemon's stock dropped 12% after disappointing quarterl...
Oracle is set to report its Q1 FY2027 earnings on September 10, with shares already up 15% due to renewed AI enthusiasm. However, the company's heavy data center commitments and a recent credit downgrade may limit upside potential. Investors are advi...
