Oracle fixes another security flaw that Clop hackers were using to steal sensitive personal information about executives as part of a mass-extortion campaign. https://t.co/S2GPW9fjmi ...

Richard Drury/DigitalVision via Getty Images By Erica Furfaro & Margaret Vitrano Market and Performance Overview Equities surged in the third quarter, continuing their post-Liberation Day rebound, with the S&P 500 Index up 8.1% and tech-heavy Nasdaq Composite rising 11.2% to record highs. Investor optimism was fueled by better-than-feared tariff outcomes, the passing of the One Big Beautiful Bill Act in July, anticipated interest rate cuts — the Federal Reserve cut 25 bps cut in September and signaled f ...

Core Insights - ClearBridge Investments reported strong equity performance in Q3 2025, with the S&P 500 Index rising 8.1% and the Nasdaq Composite increasing 11.2% to record highs, driven by favorable economic conditions and strong corporate earnings, particularly in technology [1] - The ClearBridge Large Cap Growth Strategy underperformed the benchmark due to underexposure to perceived AI winners and holding stocks considered AI losers [1] Company Highlights - Oracle Corporation (NYSE:ORCL) showed a one-month return of 22.91% and a 52-week gain of 67.47%, closing at $286.14 per share with a market capitalization of $815.726 billion on October 3, 2025 [2] - The ClearBridge strategy initiated new positions in Oracle and other infrastructure software providers, highlighting Oracle's successful expansion into cloud infrastructure for generative AI workloads, which is expected to increase its market share and profitability [3] - Despite Oracle's potential, it is not among the 30 most popular stocks among hedge funds, although hedge fund interest increased from 97 to 124 portfolios in the last quarter [4]

Key Points JPMorgan Chase is the largest bank in the U.S. by assets. Oracle is a burgeoning artificial intelligence cloud provider. Both companies have different paths to $1 trillion market cap. 10 stocks we like better than Oracle › Once upon a time, investors didn't think it was possible for stocks to reach a $1 trillion market cap. Even today, the club is pretty exclusive. Warren Buffett's Berkshire Hathaway is on the list, as well as every stock in the Magnificent Seven and Broadcom, too. ...

Group 1 - Oracle's stock surged by 40% due to high demand for cloud computing services, adding nearly $100 billion to founder Larry Ellison's net worth, making him the world's richest person [2] - Synopsys stock has declined by 23% in the past month following a disappointing Q3 report, primarily due to the loss of a major foundry customer [2][3] - Oracle is considered a superior investment choice compared to Synopsys, demonstrating stronger revenue growth, higher profitability, and a more reasonable valuation [3] Group 2 - Oracle's revenue growth over the last 12 months was 9.7%, compared to Synopsys's 8.0%, with a 3-year average revenue growth of 10.2% for Oracle versus 9.7% for Synopsys [6] - Oracle excels in profitability with a last twelve months (LTM) margin of 31.6% and a 3-year average margin of 30.3% [6] - Oracle provides a range of services including cloud software, industry-specific solutions, and enterprise databases, while Synopsys focuses on electronic design automation software and intellectual property solutions [4]

New role-based AI agents embedded in Oracle Fusion Cloud Applications help organizations efficiently enhance customer experiences , /PRNewswire/ -- Oracle today announced new role-based AI agents within Oracle Fusion Cloud Applications to help customer experience (CX) leaders unlock new revenue opportunities. The new AI agents are embedded within marketing, sales, and service processes to help CX leaders increase operational efficiency and build and nurture lasting customer relationships by automating pro ...

Group 1 - Since Apple became the first company to reach a $1 trillion market cap in 2018, a total of 10 U.S. companies have market caps above $1 trillion, with Berkshire Hathaway being the only one without direct ties to the AI industry [1] - Oracle is positioned as the next tech stock likely to achieve the $1 trillion milestone, reemerging as a significant player in the AI industry [2] - Oracle has successfully pivoted from being a database company to establishing a strong presence in the cloud with its Oracle Cloud Infrastructure (OCI) [4] Group 2 - Oracle's remaining performance obligations (RPOs) rose 359% to $455 billion in the first quarter of fiscal 2026, leading to a 36% stock increase and briefly pushing its market cap above $900 billion [7] - The cloud segment constitutes 48% of Oracle's revenue, growing by 28% year-over-year in fiscal Q1, while overall revenue growth was 11% [9] - Grand View Research forecasts a 40% compound annual growth rate (CAGR) for the cloud AI market through 2030, indicating strong growth potential for Oracle [8]

Executives at large organizations are being extorted by a notorious ransomware group, which claims to have stolen data from them via Oracle Corp.’s popular E-Business Suite applications, according to a Google cybersecurity executive and three others familiar with the matter.The group, claiming to be affiliated with a criminal outfit called Cl0p, began sending extortion emails on or before Sept. 29, according to Genevieve Stark, head of cybercrime at Google Threat Intelligence Group. The emails were sent fro ...

Core Viewpoint - Oracle's stock is experiencing significant momentum, with potential to reach the $1,000 level, driven by its expanding role in the artificial intelligence sector and strong fundamentals [1][5]. Group 1: Stock Performance and Technical Analysis - Oracle's stock price ended the last session at $286, reflecting a 125% increase over the past six months [1]. - Technical analysis suggests that Oracle may be poised for another major rally toward $1,000, based on historical price patterns [3][4]. Group 2: Financial Fundamentals - The company's latest quarterly report indicated a 359% year-over-year increase in remaining performance obligations, amounting to approximately $455 billion, showcasing a strong backlog in cloud and AI services [5]. - A new cloud deal is anticipated to generate around $30 billion in annual revenue, particularly linked to AI infrastructure clients like OpenAI [6]. Group 3: Strategic Initiatives and Leadership Changes - Oracle is increasing its capital expenditure target to $35 billion and plans to open 37 new data centers, aligning with the trend of accelerated AI investments in the tech industry [7]. - Recent leadership changes, including the appointment of Clay Magouyrk and Mike Sicilia as co-CEOs, have positively influenced investor confidence, contributing to the stock's surge [7].

Core Viewpoint - The article highlights the decline of Oracle in the Chinese market, emphasizing that the company, once dominant, has been rejected by Chinese enterprises due to its exploitative practices and refusal to collaborate with local talent [1][3][4]. Group 1: Oracle's Historical Presence in China - Oracle established a strong foothold in the Chinese market during the 1980s and dominated the database sector for over 30 years, leveraging its advanced software technology [1][3]. - The company exploited the Chinese market by imposing high service fees and creating technical barriers that hindered the development of local companies [3]. Group 2: Response from Chinese Tech Giants - Chinese tech giants like Alibaba and Huawei have emerged as formidable competitors, developing their own database solutions such as OceanBase and GaussDB, which have surpassed Oracle in performance and security [3][4]. - The rise of these domestic technologies signifies a shift towards self-reliance in China's tech industry, breaking the long-standing technical monopoly held by foreign companies [4]. Group 3: Implications of Oracle's Withdrawal - Oracle's decision to close its research center in China marks a significant turning point, indicating that the company can no longer sustain its operations in a market that has evolved beyond its control [3][4]. - This event is portrayed as a victory for China's technological independence and a warning to foreign companies that they must respect and collaborate with local markets to succeed [4].