Oracle Corporation maintains a Buy rating as its recent quarterly results showed strong AI capacity delivery at 850 MW, reaching 85% of guidance, with high utilization and premium renewals indicating resilient demand. The company's backlog covers about 93% of its fiscal year 2027 revenue guidance, supported by $86 billion in contracts due within 12 months and significant customer prepayments funding capital expenditures. While the Texas Shackelford campus is expected to drive growth into fiscal 2028, delays at the New Mexico Jupiter project do not affect Oracle's 2027 outlook. This suggests that current market concerns are more about timing than demand, reinforcing confidence in Oracle's future performance.
As of Oct 02, 2026 00:11 WIB, Oracle Corporation shares trade at USD 137.57 on Pluang, showing a modest 0.19% increase over the day. The stock's market capitalization stands at $416.23 billion, reflecting substantial investor interest. Notably, Pluang order activity favors buying at 66%, indicating positive sentiment among platform users.
Constellation Energy secured a 20-year power agreement with Amazon to support nuclear plant expansion, emphasizing AI-driven data center growth. Oracle is diversifying its AI customer base by leasing $7 billion in AI chips to Tencent, reducing relian...
Oracle's cloud business is growing rapidly, with cloud infrastructure revenue up 121% and overall revenue growth of 29.6%, yet its stock price has fallen over 50% in the past year. The company's strong earnings beat expectations, and its remaining pe...
Rising Treasury yields and inflation are causing investors to rethink their portfolio allocations, especially balancing stocks against risk-free rates. Increased AI-related debt issuance and capital expenditures are driving credit risk repricing, ref...
Oracle's recent financials reveal negative free cash flow and heavy capital spending, spotlighting the debate over how AI investments are financed. Bloomberg's Odd Lots suggests the AI boom is funded creatively, not by AI profits, with Oracle lacking...
Constellation Energy secured a 20-year power agreement with Amazon to support over $3 billion investment in expanding its Calvert Cliffs nuclear plant, ensuring long-term electricity supply for Amazon's regional operations. Tencent signed a $7 billio...
