Core Viewpoint - Oracle reported quarterly results that did not meet stock market investors' expectations, leading to dissatisfaction with the company's performance [1] Financial Performance - The stock prices referenced were from the afternoon of March 11, 2025, indicating a specific timeframe for the reported results [1]

In Brief TikTok has until April to finalize a sale to a U.S.-based buyer, yet uncertainties about the future of the short-form video app remain.However, a new report has emerged, suggesting that Oracle is the leading candidate to serve as the cloud technology partner for managing TikTok in the U.S., according to The Information.  Sources including investors, bankers, and former executives familiar with TikTok’s parent company, ByteDance, told the outlet that the company favors Oracle over other cloud prov ...

Core Insights - Oracle, led by Larry Ellison, is a leading candidate to assist in the potential sale of TikTok as the Trump administration seeks to avoid a complete ban of the app [1][6] - ByteDance, TikTok's parent company, is reportedly interested in partnering with Oracle for the deal while maintaining a stake in TikTok's operations [2][3] - The deadline for a sale is set for April 5, following an executive order from Trump that delayed enforcement of Congress's ban [1][9] Group 1 - Oracle serves as TikTok's key cloud-computing provider and is involved in discussions regarding a potential acquisition [2][6] - ByteDance's previous initiative, "Project Texas," aimed to alleviate national security concerns by storing US user data on Oracle-controlled servers [3][4] - Concerns persist regarding TikTok's ties to the Chinese government, with critics alleging it acts as a tool for espionage [4] Group 2 - Trump has expressed openness to various bidders, including Ellison and Microsoft, while also indicating that the government might consider acquiring a stake in TikTok [6][7] - A group led by Frank McCourt and others is campaigning to buy TikTok and intends to rebuild its recommendation algorithm using blockchain technology [12] - A national survey indicated that 77% of Americans are worried about continued Chinese ownership of TikTok, highlighting public sentiment on the issue [15]

Have you evaluated the performance of Oracle's (ORCL) international operations for the quarter ending February 2025? Given the extensive global presence of this software maker, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great imp ...

Super Micro Computer (NASDAQ: SMCI ) may realize significant growth at the beginning of eFY26 with the expectation of new data center capacity coming online. Oracle Corporation ( ORCL ) recently announced that their supply chain is expected toMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Midstream, Industrials, ...

While Oracle’s (NYSE: ORCL ) Q3 F2025 results were read as a mix bag by the market, we think the company is positioning itself to launch into the stratosphere. On the back of on-prem to cloud shift, ProjectHWI is a combination of human and algorithmic intelligence looking at obvious, but missed opportunities across sectors.Our calls are generally long term and based on rigorous analysis behind them.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentio ...

Brings Oracle AI to the pit wall to increase efficiency of sporting regulation reviewsStandardizes on Oracle Virtualization from the factory to the track to increase flexibility, streamline IT infrastructure, and simplify training AUSTIN, Texas and MILTON KEYNES, England, March 13, 2025 /PRNewswire/ -- Oracle Red Bull Racing, the multiple championship winning Formula One team, is expanding its use of Oracle Cloud and AI technologies on and off the track as the team kicks off the 2025 Formula One (F1) season ...

Core Insights - The article discusses Oracle Corp's (ORCL) second quarter earnings report from December 2024, highlighting an unusual miss on both top and bottom lines [1] Group 1: Company Performance - Oracle Corp reported a miss on earnings expectations, which is atypical for the company [1] - The analysis includes a review of the financial metrics and performance indicators from the earnings report [1] Group 2: Analyst Background - The author is an Associate Professor in Finance and Corporate Governance with a PhD in Finance and has six years of investing experience in Indian and US equities [1] - The author also engages in research on various financial topics including Behavioral Finance and M&A [1]

Core Insights - Oracle Financial Services is enhancing its Investigation Hub Cloud Service with new AI capabilities aimed at automating investigative processes to combat financial crime more effectively [1][2] - The introduction of generative AI agents allows for improved efficiency in reviewing suspicious activities, enabling investigators to focus on critical leads while reducing manual workload [1][4] Group 1: AI Capabilities and Benefits - The new agentic AI capabilities represent a significant shift in financial crime investigations, allowing for automated evidence collection and decision-making support [2][3] - These AI agents can analyze alert information and generate comprehensive narratives, which aids investigators in conducting thorough analyses and making informed decisions [5][4] Group 2: Industry Challenges - Financial institutions are under increasing pressure to identify and address sophisticated financial crime schemes while navigating regulatory scrutiny [3] - Traditional investigative methods are often slow and resource-intensive, highlighting the need for more efficient solutions [3] Group 3: Oracle's Positioning - Oracle's financial crime and compliance management solutions aim to enhance the predictability, reliability, and credibility of financial investigations through the use of generative AI [6] - The company provides a comprehensive suite of solutions for various financial services, empowering institutions to drive customer insight and comply with regulations [6]

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributor Elijah Buell.Analyst’s Disclosure: I/we have a beneficial lo ...