Oracle is set to report earnings shortly after OpenAI's presentation, drawing attention due to its key role in AI infrastructure. Wall Street expects strong revenue growth of around 28% and an 18.5% rise in adjusted EPS, driven by its cloud infrastructure business. The options market anticipates a significant stock price move of over 10% next week, reflecting uncertainty about Oracle's future amid fierce competition and heavy AI investment. Traders are considering complex options strategies to benefit from potential volatility while managing risk over the coming months.
Despite a $146.4 billion drop in market cap in 2026, Oracle is expected to rally back to its all-time high within a year. Analyst Mark Moerdler from Bernstein SocGen Group reiterated a 'Buy' rating with a 12-month price target of $325, suggesting a p...
Oracle's cloud bookings hit record highs with 93% revenue growth in Q4 FY2026, yet its stock trades near a 52-week low due to heavy cash burn and planned $40 billion debt and equity raises. Wall Street analysts are optimistic, setting a consensus pri...
Microsoft has made a massive $115.9 billion investment in AI, which is now the key factor determining its stock performance over the next 12 months. The company's Azure cloud service recently surpassed $100 billion in annual revenue, driving a sharp ...
Apple's stock rose 3% on John Ternus's first day as CEO, outperforming the tech sector which faced pressure from rising Treasury yields. The surge highlights Apple's strong balance sheet and free cash flow, contrasting with debt-heavy peers like Orac...
Oracle's stock dropped 4% amid a bond market selloff that raised Treasury yields, increasing borrowing costs for its heavy debt-funded AI infrastructure buildout. The company spent $55.7 billion on capital expenditures in fiscal 2026, largely funded ...
