Oracle Corp ORCL stock just flashed a Death Cross, and the chart tells a very different story for a company trying to rewrite its cloud destiny. Chart created using Benzinga ProOracle stock, at $127.16, is well below its 50-day simple moving average (SMA) of $158.48 and 200-day SMA of $160.27. When a stock's 50-day average drops below the 200-day, it triggers what technical analysts call a death cross – and it's not exactly a sign of bullish momentum.Read Also: $74 Billion Wiped Out Since Tariff Declaration ...

Warren Buffett isn't called the "Oracle of Omaha" for nothing. The legendary investor didn't know when the stock market crash would come. However, he seems to have sensed that one was on the way.You might even say that Buffett was warning Wall Street. He amassed the largest cash stockpile in Berkshire Hathaway's history. He has been a net seller of stocks for nine consecutive quarters. And he even posed a critical question about the impact of tariffs (the reason behind the huge market sell-off), asking in a ...

Core Viewpoint - Oracle Corp is aggressively expanding its AI-powered cloud infrastructure, despite cautious market sentiment regarding AI demand and potential overbuilding [1][2][4]. Group 1: AI Demand and Infrastructure Expansion - Oracle is increasing its customer-facing regions from 69 to 101 in the past year, indicating a strong commitment to AI infrastructure [2]. - The company claims that demand for AI is outpacing supply, although this message appears less urgent than in the past [2]. - Oracle's investment in AI data centers reflects confidence in sustained demand, despite concerns about an AI bubble [2][4]. Group 2: Training vs. Inferencing - Oracle argues that for major customers, there is no significant difference between training and inferencing in AI, suggesting a persistent need for AI compute resources [3]. Group 3: Strategic Positioning and Flexibility - Oracle's leadership emphasizes infrastructure flexibility, stating that GPUs can be repurposed for general computing or storage if AI demand decreases [5]. - The company is showcasing plans for a larger facility in Abilene, Texas, indicating that its AI cloud ambitions are still in the early stages [6]. Group 4: Market Position and Challenges - Oracle's AI-driven cloud expansion is viewed as a long-term strategy, but it faces near-term challenges, particularly high capital expenditures impacting free cash flow [7]. - The company is currently experiencing stock price fluctuations, with a noted decline of 5.41% to $137.97 at the time of publication [7].

Artificial intelligence (AI) stocks have been some of the top performers on Wall Street over the last few years. Yet, just like any other sector, they come in many different shapes and sizes. As the AI revolution has gained steam, so has Oracle's stock. After years of lagging behind the top dogs in the technology sector -- and the market as a whole -- the shares have sprung to life in the past three years. Indeed, at the time of this writing, Oracle is up 79% compared to 26% for the S&P 500 over the last th ...

TikTok is once again slated to be banned in the US on April 5th unless its Chinese-based owner sells its US branch to a non-Chinese owner. The Oracle deal is said to be one of the frontrunners, according to the FT. Andreessen Horowitz has a long history of investing in social media: it was an early investor in Facebook and Instagram and invested $400 million to help Elon Musk acquire Twitter. a16z did not immediately respond to a request for comment. In Brief The venture capital firm is reportedly in talks ...

Tech giant Oracle is facing criticism for how it's handling two seemingly separate data breaches. At least one of the incidents appears to still be unfolding, despite Oracle reportedly denying a breach at all. The other relates to a breach of patient data under the tech giant's healthcare subsidiary, Oracle Health. Oracle did not respond to TechCrunch's request for comment about the two incidents. Oracle Health breach affects patient data, per reports The breach disclosed most recently involves Oracle Healt ...

Core Insights - Oracle has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Source-to-Pay Suites for its Oracle Fusion Cloud Procurement, highlighting its strong execution capabilities and comprehensive vision [1][2] Group 1: Product Capabilities - Oracle Fusion Cloud Procurement offers a feature-rich solution that enhances operational efficiency, reduces costs, and mitigates risks through automation of procure-to-pay, strategic sourcing, and supplier management processes [2] - The solution integrates AI to automate finance and supply chain processes, enabling strategic sourcing and improving supplier management [2][6] - Oracle Procurement provides organizations with integrated source-to-settle capabilities, which help in reducing risk, improving savings, and increasing profitability [2] Group 2: Advanced Features - Supplier qualification management tools enhance agility by streamlining supplier collaboration and onboarding processes, supported by embedded AI for negotiations [6] - Advanced analytics within the platform assist procurement teams in identifying cost-saving opportunities and optimizing sourcing productivity through supplier recommendations [6] - Contract authoring tools facilitate faster contract creation and lifecycle management, utilizing generative AI to extract key terms and ensure compliance with policies [6] Group 3: User Experience - Self-service capabilities simplify the purchasing experience, providing a guided interface that directs purchases to approved suppliers and enhances spend compliance [6]

Group 1 - Rimini Street, Inc. (RMNI) is a software company that provides independent services as a cost-effective alternative to direct vendor support [1] - The company has a global presence in the software maintenance market [1] Group 2 - The business model of Rimini Street has faced challenges, leading to concerns about its sustainability [1]

Core Insights - Oracle has been recognized as a Leader in The Forrester Wave™: Configure, Price, Quote Solutions, Q1 2025 report, highlighting its AI-first innovation strategy and achieving the highest score in the Strategy categories among 13 evaluated vendors [1][2] Group 1: Oracle Cloud CPQ Features - Oracle Cloud CPQ is positioned as the central engine for B2B buying and selling processes across various sales channels and industries, emphasizing its AI-first innovation strategy [2] - The solution aims to streamline complex sales processes, accelerate the quote-to-cash cycle, and maximize revenue for organizations [2][3] - Key features include AI-powered guided selling, automated approval workflows, and intelligent pricing recommendations, which enhance the efficiency of sales cycles [7] Group 2: Customer Experience and Operational Efficiency - Oracle Cloud CX leverages AI innovations to improve customer relationships across marketing, sales, and service, enhancing operational efficiency and customer experience [3] - Embedded AI acts as an advisor, helping organizations analyze connected data and make informed decisions [3][7] - The connected architecture of Oracle Cloud CPQ eliminates inefficiencies across the revenue lifecycle, facilitating seamless coordination between sales, pricing, inventory, and fulfillment [7]

Core Insights - Oracle has introduced new features in its Utilities Network Management System (NMS) to enhance the management of distributed energy resources (DERs) and improve grid reliability [1][6] - The NMS is utilized by six of the top ten U.S. utilities, serving over 61 million customers, and offers a unified model for optimizing grid performance and integrating renewable energy [2] DER Capabilities - The new features in the Distributed Energy Resource Management System (DERMS) module enhance grid event management and include a 7-day forecast algorithm for better event planning [3][4] - Oracle's DERMS platform has evolved to support both grid-connected energy resources and battery energy storage systems (BESS), providing real-time data for resource optimization [4] Integrated Capabilities - The Flex SCADA module enhances the NMS platform by enabling the deployment and monitoring of field devices, with a modernized calculation engine for real-time data adjustments [5] - New features in the NMS include DER orchestration for optimizing customer-owned DERs and improved outage management capabilities to enhance safety and efficiency [6][9] Operational Efficiency - The updated NMS Flex Operations browser client allows for quick scaling and onboarding of personnel, improving situational awareness during major incidents [9] - New functionalities for power restoration enable better fault response and service restoration capabilities within substations [9]