RADNOR, Pa.--(BUSINESS WIRE)--The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against Oracle Corporation (NYSE: ORCL) ("Oracle†or the "Company†) on behalf of investors who purchased or acquired Oracle common stock between June 12, 2025, and December 16, 2025, inclusive (the "Class Period†). This action, captioned Barrows v. Oracle Corporation, et al., Case No. 1:26-cv-00127-UNA, was filed on February 3, 20. ...

January was a rough month for Oracle (NYSE: ORCL) investors. The enterprise software giant saw its stock fall 15.6%, continuing its slide from a less-than-stellar earnings report released the month prior. Three major factors were at play: a bondholder lawsuit, a wave of analyst downgrades and price cuts, and a macro environment that turned hostile to AI infrastructure spending. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when y ...

One side effect of the race to build artificial intelligence platforms and data centers is the staggering cost of AI infrastructure. Data centers use hundreds of bundled graphics processing units, each costing tens of thousands of dollars. That’s why many companies have been raising their capital expenditure budgets—they need the computing power to handle greater AI workloads. But not every company has the resources to handle the capital outlay. Oracle (ORCL) made news last year when it raised its capita ...

OpenAI expects its revenue to explode over the next few years. 2026 revenue could top $25 billion, according to internal documents. That could climb to nearly $200 billion by 2030. To put that in perspective, Nvidia generated $187 billion over the last 12 months. There's no doubt OpenAI is one of the most important companies in the artificial intelligence (AI) industry. Its success (or failure) is reverberating across dozens of companies. But if it meets its 2026 revenue expectations, it could be great ne ...

Oracle ( ORCL ) is a giant tech corporation that appears almost unwieldy or disjointed. Expanding from its traditional database-centric identity, the company is providing essential infrastructure to hyperscalers focused on data centers. It's also becoming a full-stack provider withI am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing d ...

Group 1 - Oracle plans to raise up to $50 billion through debt and equity financing to build large-scale AI infrastructure to meet the rapid growth in cloud computing demand [2] - The company aims to raise $25 billion initially through bond issuance to keep pace with major cloud clients like AMD, Meta, NVIDIA, OpenAI, and TikTok [2] - Oracle's investment strategy includes significant funding for Oracle Cloud Infrastructure to satisfy the increasing demand for AI-driven cloud services [2] Group 2 - Oracle is involved in the $500 billion Stargate project led by OpenAI and SoftBank, aimed at building data centers and infrastructure to support global AI development [2][4] - Despite facing scrutiny, some analysts remain optimistic about Oracle's long-term strategy, noting that the company's plans align with real market demand [3] - Oracle Cloud Infrastructure is positioned favorably in the AI boom due to having less technical debt compared to other major cloud providers, allowing for more competitive pricing and technology deployment [3] Group 3 - Investor skepticism arises from Oracle's stock price dropping approximately 50% since September, resulting in a market cap loss of $460 billion [2][4] - Bondholders filed a lawsuit against Oracle in January due to reported losses and the need for substantial debt to maintain its infrastructure roadmap [3][4] - Concerns about the sustainability of AI growth contribute to investor hesitance regarding Oracle's ambitious infrastructure plans [4]

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

Group 1: Oracle Corporation - Oracle Corporation continues to expand its cloud services, reporting a 25% year-over-year increase in cloud revenue, reaching $3.2 billion [1] - The company is focusing on artificial intelligence integration within its cloud offerings, which is expected to drive further growth [1] - Oracle's overall revenue for the last quarter was reported at $12.4 billion, reflecting a 10% increase compared to the previous year [1] Group 2: Cameco Corp - Cameco Corp has announced plans to increase uranium production, targeting a 40% increase by 2025 to meet rising global demand [1] - The company reported a net income of $200 million for the last quarter, a significant increase from $50 million in the same period last year [1] - Cameco's stock has seen a 15% increase in value over the past six months, driven by favorable market conditions for uranium [1] Group 3: Oklo Inc - Oklo Inc is advancing its small modular reactor technology, with plans to begin commercial operations by 2026 [1] - The company has secured $100 million in funding to support its development and regulatory processes [1] - Oklo's innovative approach aims to provide a more sustainable and efficient energy solution, appealing to both investors and policymakers [1] Group 4: Nuscale Power Corp - Nuscale Power Corp has received regulatory approval for its small modular reactor design, marking a significant milestone in its development [1] - The company is projected to generate $1 billion in revenue by 2030, driven by increasing interest in nuclear energy as a clean power source [1] - Nuscale's technology is positioned to play a crucial role in the transition to low-carbon energy systems [1]

Core Insights - Lumeo Regional Health Information System has selected Oracle Health Clinical AI Agent for a pilot project aimed at streamlining clinical documentation and reducing administrative workload for physicians [1][2][3] - The collaboration is intended to enhance clinician workflows and optimize person-centered care by leveraging advanced AI technology [2][4] Company Overview - Lumeo RHIS is a partnership among six healthcare organizations in Southeastern Ontario, including Brockville General Hospital and Kingston Health Sciences Centre, aimed at providing a unified electronic health record (EHR) for seamless information sharing [2][5] - Oracle Health offers integrated applications and autonomous infrastructure in the Oracle Cloud, focusing on transforming healthcare delivery through AI [4][6] Technology Implementation - The Oracle Health Clinical AI Agent will be integrated directly into the EHR, allowing clinicians to automatically generate draft notes from clinical interactions in near real time, thus enabling them to focus more on patient care [3][4] - The initiative is expected to alleviate clinician burnout by reducing low-value administrative tasks and enhancing the overall clinician experience [2][4]

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, UBS analyst Karl Keirstead lowered the price target on the stock to $250.00 (from $280.00) while maintaining a Buy rating. The firm sees ORCL’s recent funding clarity as a potential catalyst despite equity dilution concerns. “Right ahead of a planned debt issuance, Oracle press-released some incremental disclosures about its funding needs in 2026, required to finance the build-out of AI infrastructure.” Oracl ...