Oracle is set for a strong fiscal Q4 driven by accelerating cloud infrastructure growth fueled by AI demand and easing capacity limits. Analysts expect 90% year-over-year growth in Oracle Cloud Infrastructure and strong revenue gains, with cloud revenue growth guided at 44% to 48%. The near-term growth excludes OpenAI contract contributions, expected in late fiscal 2027, indicating momentum from other GPU-intensive and core cloud services. Investors will also watch new CFO Hilary Maxson's approach to capital and operating margins, as Oracle shares have outperformed the software index this year.
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,...
