Oracle has been positioned furthest to the right for Completeness of Vision and ranked highest for Extended AI Innovations Use Case in new Gartner reportsAUSTIN, Texas, April 9, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites for Oracle Fusion Cloud Recruiting and Oracle Fusion Cloud Recruiting Booster. In further recognition of its talent acquisition capabilities, Oracle was also the highest-ranked vendor for Extended AI In ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Oracle (ORCL) .Oracle currently has an average brokerage recommendation (ABR) of 1.72, on a sca ...

For the first time, Google Cloud and Oracle partners will have the ability to purchase Oracle Database@Google Cloud from the Google Cloud Marketplace via a private offer and resell it to their customers. In addition, technology partners can soon be able to include Oracle Database@Google Cloud in their solutions and services offerings. Available within the next 12 months, the new partner program is planned to be open to partners that are members of both the Google Cloud Partner Advantage program and the Orac ...

Group 1: Stock Performance and Technical Analysis - Oracle stock is currently priced at $127.16, significantly below its 50-day simple moving average (SMA) of $158.48 and 200-day SMA of $160.27, indicating a bearish trend with a "death cross" formation [1] - Despite a brief 3.83% increase on Tuesday, Oracle stock is down over 20% year-to-date and has lost more than 11% in the past month, with the share price trading under its eight, 20, and 50-day SMAs [2] - The Relative Strength Index (RSI) for Oracle stock is at 29.30, suggesting it is oversold, while a Moving Average Convergence Divergence (MACD) of -7.86 reinforces the bearish sentiment [3] Group 2: Cloud Business and Market Position - Cantor Fitzgerald has reaffirmed an 'Overweight' rating for Oracle, highlighting its expanding presence in cloud infrastructure, although it remains in a competitive third tier behind Amazon Web Services and Microsoft Azure [4] - Oracle's cloud strategy relies on its GPU hardware capabilities and aggressive discounting to attract customers, but Wall Street is not anticipating immediate returns from these efforts [5] Group 3: Financial Metrics - Oracle maintains a substantial market capitalization of $368 billion and a gross profit margin of 71.12%, indicating strong fundamentals despite the negative technical outlook [6]

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 ...

Core Insights - Oracle is facing criticism for its handling of two separate data breaches, one involving patient data from its healthcare subsidiary Oracle Health and the other related to Oracle Cloud servers [1][7][10] Group 1: Oracle Health Breach - The breach involving Oracle Health affects patient data, with the unit having been formed after Oracle's acquisition of Cerner for $28 billion in 2022 [2][3] - Reports indicate that hackers accessed Oracle servers and stole patient data, with notifications sent to some healthcare customers about the breach occurring earlier this year [3][4] - A hacker is reportedly attempting to extort affected hospitals for millions of dollars, raising concerns about the transparency of Oracle's communication regarding the incident [5] Group 2: Oracle Cloud Breach - The separate breach involving Oracle Cloud servers has led to claims that a hacker is offering data of six million Oracle Cloud customers, including authentication data and encrypted passwords [7][9] - Despite mounting evidence, Oracle has denied any breach of its cloud services, stating that no customers experienced a breach or lost data [10][11] - Cybersecurity experts have criticized Oracle for its lack of transparency and communication regarding the incidents, emphasizing the importance of trust and responsibility in handling such cybersecurity issues [11][12]

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]