Oracle Corp. has been upgraded from Sell to Buy due to accelerating growth in its cloud and AI infrastructure segments, with Q3 2026 revenue up 22% year-over-year to $17.2 billion. The Cloud segment grew 44%, AI infrastructure surged 84%, and multicloud database revenue jumped 531%. Despite negative free cash flow and high capital expenditures, Oracle's multicloud strategy supports high-margin growth and reduces reliance on OpenAI. The company's backlog rose 325% to $553 billion, making its valuation attractive compared to peers. However, investors should consider Oracle a high-risk, high-reward investment due to its asset-heavy model and competitive pressures.
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,...
