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ORCL Class Action Notice: Robbins LLP Reminds Investors of the Lead Plaintiff Deadline in the Oracle Corporation Class Action
Globenewswire· 2026-02-09 21:00
SAN DIEGO, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The All ...
AMD Hires Ariel Kelman as Chief Marketing Officer
Globenewswire· 2026-02-09 19:00
Core Insights - AMD has appointed Ariel Kelman as Senior Vice President and Chief Marketing Officer, effective immediately, to lead its global marketing organization [1] - Kelman will report to Ruth Cotter and work closely with the executive team to enhance engagement with customers, partners, and developers as AMD scales its product and solutions leadership [2] - Kelman has over two decades of experience in global marketing, previously serving as president and CMO at Salesforce, and held senior roles at Amazon Web Services and Oracle [3] Company Strategy - The appointment of Kelman is aimed at sharpening AMD's storytelling and advancing its marketing organization to accelerate momentum in high-performance and AI solutions across various sectors [3] - Kelman expressed enthusiasm about joining AMD, focusing on elevating the brand and capturing opportunities in the AI data center market with AMD's differentiated products [4] Company Overview - AMD drives innovation in high-performance and AI computing, powering billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs, and gaming [4] - The company offers a broad portfolio of AI-optimized CPUs, GPUs, networking, and software, delivering full-stack AI solutions for intelligent computing [4]
Oracle: This Capitulation Has Gone Too Far (NYSE:ORCL)
Seeking Alpha· 2026-02-09 17:34
Core Viewpoint - Oracle stock experienced a significant surge from its May lows to September highs, followed by a sharp decline, indicating volatility in its performance [1]. Group 1: Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1]. - The strategy emphasizes avoiding overhyped and overvalued stocks while targeting beaten-down stocks with potential for recovery [1]. - The investment group specializes in high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals and strong buying momentum [1]. Group 2: Future Positioning - There is an intention to potentially initiate a new position in Oracle (ORCL) within the next 72 hours, indicating a proactive investment strategy [2].
Law Offices of Frank R. Cruz Encourages Oracle Corporation (ORCL) Shareholders To Inquire About Securities Fraud Class Action
Businesswire· 2026-02-09 17:10
Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for securities fraud, alleging that the company made misleading statements regarding its AI infrastructure strategy and financial health, leading to significant stock price declines during the class period from June 12, 2025, to December 16, 2025 [1] Financial Performance - On September 25, 2025, Oracle's stock fell by $17.13 (5.6%) to close at $291.33 after analysts warned that the market was overestimating future growth from Oracle's AI deals [1] - Following the release of disappointing Q2 fiscal 2026 results on December 10, 2025, Oracle's stock dropped by $24.16 (10.8%) to close at $198.85, missing consensus estimates in revenue growth and capital expenditures [1] - On December 12, 2025, Oracle's stock fell by $8.88 (4.5%) to close at $189.97 after reports of delays in data center completion for OpenAI due to labor and material shortages [1] - On December 17, 2025, Oracle's stock decreased by $10.19 (5.4%) to close at $178.46 after news that Blue Owl Capital withdrew funding for a $10 billion data center project due to concerns over Oracle's financial commitments [1] Allegations in the Lawsuit - The lawsuit claims that Oracle's management failed to disclose that the AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [1] - It is alleged that the increased spending posed serious risks to Oracle's debt levels, credit rating, and free cash flow, which were not communicated to investors [1] - The complaint asserts that positive statements made by Oracle's management regarding the company's business and prospects were materially misleading and lacked a reasonable basis [1]
Oracle Soars 10% as Analyst Calls Cloud “Pure Upside” – Is It a Massive Buy Signal?
247Wallst· 2026-02-09 17:09
Oracle ( NYSE:ORCL ) shares are making a strong comeback today, shaking off ongoing worries about the company's hefty spending, climbing debt, and the risks of its all-in bet on artificial intelligence (AI) cloud infrastructure. ...
Oracle stock rockets 9%: why DA Davidson upgraded to ‘buy'
Invezz· 2026-02-09 16:47
DA Davidson has upgraded Oracle to a buy, arguing that investors have overreacted to recent concerns about artificial intelligence spending and software stocks, and that improving clarity around OpenA... ...
U.S. Stocks Move Mostly Higher After Initial Pullback
RTTNews· 2026-02-09 15:54
Market Performance - Major stock indices have rebounded from early session lows, with the Dow reaching a record intraday high [1] - The Nasdaq is up 137.73 points (0.6%) at 23,168.95, the S&P 500 is up 24.93 points (0.4%) at 6,957.23, and the Dow is up 42.42 points (0.1%) at 50,158.09 [2] Sector Performance - Oracle (ORCL) has surged by 9.3% following an upgrade from D.A. Davidson, contributing to the tech sector's strength [3] - Gold stocks have shown strong performance, with the NYSE Arca Gold Bugs Index increasing by 4.4% due to rising gold prices [6] - Networking and software stocks have also performed well, with the NYSE Arca Networking Index and the Dow Jones U.S. Software Index rising by 2.9% and 2.5%, respectively [6] - Brokerage and semiconductor stocks are experiencing considerable strength, while healthcare and transportation stocks have declined [7] Economic Indicators - The upcoming U.S. jobs report is expected to show an increase of 70,000 jobs in January, up from 50,000 in December, with the unemployment rate projected to remain at 4.4% [4] - Reports on retail sales and consumer price inflation are anticipated to influence interest rate outlooks [4] - Market analysts emphasize the importance of employment and inflation data in shaping market expectations regarding interest rates [5]
a16z, Anish Acharya: Is SaaS Dead in a World of AI? | Who Wins the Dev Market: Cursor or Claude Code
You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM. The general story that we're going to vibe code everything is flat wrong and the whole market is oversold software.>> I'm so excited to welcome Anish Akaya GP at Andre where he leads consumer and fintech investing at series 8. Now an interesting topic that's not discussed is the cost of transitioning from one SAS provider to another going dramatically down. So systems integration.I don't think we' ...
Can Oracle's stock finally stage a comeback? Why one analyst sees ‘pure upside' from here.
MarketWatch· 2026-02-09 15:00
Core Viewpoint - Oracle shares have experienced significant declines due to concerns surrounding OpenAI and a general selloff in the software sector, but an analyst believes the market has overreacted to these factors [1] Company Summary - Oracle's stock performance has been negatively impacted by market reactions to OpenAI developments and broader trends in the software industry [1] - An analyst suggests that the current valuation of Oracle may not accurately reflect its underlying business fundamentals, indicating a potential buying opportunity [1]
Transform Shared Service Organization Improves EHR Performance and Drives AI Adoption with Oracle Cloud Infrastructure
Prnewswire· 2026-02-09 14:05
Core Insights - The five hospitals in the Erie St. Clair region of Southwest Ontario have improved their electronic health record (EHR) performance by migrating to Oracle Cloud Infrastructure (OCI), enhancing patient and clinician experiences, data security, and operational resilience [1][2][3] Group 1: Migration to OCI - The migration to OCI has led to a 71% reduction in average page load time for clinicians and a 46% decrease in login response time, significantly improving EHR usability and availability [3][8] - TSSO, which manages IT needs for the five hospitals, is now able to deliver real-time patient information to clinicians, enhancing data security and operational efficiency [2][5] Group 2: Integration of AI Technologies - A pilot program for Oracle Health Clinical AI Agent is underway, which will allow clinicians to generate comprehensive draft notes from patient interactions in near real-time, reducing administrative burdens [4][5] - The integration of AI technologies is expected to further improve patient care by allowing physicians to focus more on patient interactions rather than documentation [4][5] Group 3: Organizational Goals and Vision - TSSO aims to redefine people-centered care by providing integrated and coordinated patient services across its network, with OCI laying the groundwork for this vision [5][6] - The use of OCI supports continuity of critical health services and enhances system-level preparedness across the region, aligning with TSSO's strategic goals [5][6]