My previous investment thought on Oracle (NYSE: ORCL ) (published on 17th April 2024) was a buy rating with a price target of $147. ORCL share price has performed way better than I expected, rising to a peak of ~$198. MyI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. ...

Core Insights - Oracle has secured a firm-fixed price task order through the U.S. Department of Defense's Joint Warfighting Cloud Capability contract to provide cloud compute and storage services to the U.S. Army's Enterprise Cloud Management Agency [1][2] - The new task order aims to enhance the ECMA's mission of delivering a secure multicloud ecosystem, supporting the Army Digital Transformation Strategy and enabling further innovation across operational domains [2][3] Group 1 - The Oracle Defense Cloud is designed to meet demanding regulatory requirements and security standards across all DoD classification levels, offering a hyperscale cloud environment with consistent global pricing [4][5] - Organizations can expect significant cost savings and access to the same resource rates in Oracle Defense Cloud regions as those using Oracle's public cloud offerings [5][6] - The Oracle Defense Cloud leverages specialized hardware and software, including Oracle Exadata and Oracle Autonomous Database, to deliver superior performance for Oracle-specific workloads [6] Group 2 - ECMA, directed by COL Heath Giesecke, is focused on delivering and governing a secure multi-cloud ecosystem to support the Army Digital Transformation Strategy [7] - Federal agencies are under pressure to modernize infrastructure while maintaining high security standards and controlling costs, which Oracle's cloud solutions aim to address [6]

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Company and Industry Summary - The analysis is intended solely for informational purposes and should not be considered as professional investment advice [3]. - There is a clear indication that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4]. - The article does not provide any specific recommendations or advice regarding the suitability of investments for particular investors [4].

智通财经4月14日电，瑞穗将甲骨文公司目标价从210美元降至180美元。 ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, META, ...

Analysts at Evercore ISI highlighted names like Microsoft NASDAQ: MSFT and Salesforce NYSE: CRM as most resilient in the face of potential spending slowdowns, listing Oracle NYSE: ORCL among those most exposed. Oracle TodayORCLOracle$132.26 -1.09 (-0.81%) 52-Week Range$112.78▼$198.31Dividend Yield1.51%P/E Ratio32.34Price Target$178.65Add to WatchlistHowever, the company’s rapidly changing business model and position in AI make it more resilient than first glance will suggest. Get Oracle alerts:The cloud sh ...

Group 1 - Stocks have recovered some losses from the post-Liberation Day period, indicating a potential rebound in the market [1] - Valuations in the tech sector are described as compelling, suggesting attractive investment opportunities [1] - The investment philosophy of buying great companies at fair prices is highlighted, aligning with current market conditions [1] Group 2 - The article emphasizes the importance of evidence-based narratives and empirical data in financial communication [1] - There is a focus on thematic investing and macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1] - The content aims to make financial data relevant and accessible to everyday investors through engaging storytelling [1]

Group 1 - Extreme stock and bond market volatility is viewed as a potential opportunity rather than a cause for concern, especially after years of calm and high valuations in the market [1] - The author has extensive experience in covering technology companies and has been involved with startups, providing insights into current industry themes [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [2][3]

Oracle was positioned highest for its Ability to Execute and furthest for its Completeness of VisionAUSTIN, Texas, April 10, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Transportation Management Systems for Oracle Fusion Cloud Transportation Management. This marks the 18th time Oracle has been named a Leader in this report and in this year's edition, Oracle was positioned highest for its Ability to Execute and furthest for its Completeness of Vision. A copy o ...

Oracle (ORCL) faces mounting security challenges that could significantly impact its market position and investor confidence. After two confirmed security breaches within a single month, questions arise about the company's ability to protect sensitive client data while simultaneously addressing lackluster financial performance.Multiple Security Breaches Raise Red FlagsAccording to recent reports, Oracle has informed customers about a second cybersecurity breach where hackers stole client login credentials. ...