Oracle's stock dropped about 10% after its fiscal Q4 FY26 earnings report, mainly due to concerns over its large FY27 capital expenditure forecast of $90-95 billion, which will require $40 billion in new debt and equity, potentially diluting shareholders. However, the company's backlog surged 363% year-over-year to $638 billion, surpassing all hyperscalers, and its cloud infrastructure revenue is accelerating with a projected 120% growth to $34 billion by FY27. Oracle's total cloud revenue is expected to grow 58-64% year-over-year in Q1, showing strong momentum. The stock remains attractively valued at 22.9 times forward PE, expected to compress to 12 times by FY29, with analysts projecting a 38.5% upside potential. This suggests that despite near-term concerns, Oracle is investing heavily to convert its backlog and drive long-term growth.
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,...
