The artificial intelligence wave has positioned Oracle as the key AI infrastructure development player. This apparent position overshadowed the company's poor earnings report for Q1 2026, which was released on September 9. The stock soared over 30% following the earnings due to the remaining performance obligation (RPO) increasing 359% to $455 billion. Here are the earnings highlights: Revenue $14.9 billion, up 12% in USD and up 11% in constant currency. Net income was $2.927 billion, slightly lower ...

Core Viewpoint - President Trump signed an executive order to preserve TikTok's operations in the US, with Oracle expected to be involved in a deal addressing national security concerns [1][7]. Company Performance - Oracle's stock experienced a significant rally of 35% after strong earnings and aggressive cloud revenue guidance, but has since dropped over 15% from its all-time high of approximately $345 [2][3]. - The initial excitement around Oracle's cloud infrastructure and AI deals has waned, leading to a reconsideration of the stock's long-term financial impact [4][5]. Financial Outlook - Oracle is projected to burn cash in the coming years as it invests in building out its infrastructure, raising questions about the return on investment and monetization strategies [4][5]. - Analysts have expressed concerns that the current valuation of Oracle may be overstated, despite promising earnings outlooks [6]. TikTok and Oracle's Involvement - The details of the TikTok deal remain unclear, but there are indications that Oracle may license a version of TikTok's algorithm while ensuring US data security [7][9]. - The valuation of the TikTok joint venture has been suggested to be worth $14 billion, but some analysts believe it could be worth two to three times that based on user base and revenue growth [8][9]. Market Sentiment - There is a growing concern about the sustainability of AI-related investments, with some companies potentially facing significant challenges while others may emerge as leaders [12][13]. - The current market environment reflects a rotation away from previously high-flying tech stocks, indicating a need for selectivity in investment choices [11][12].

Appaloosa's billionaire chief has sent Wall Street's hottest AI stock to the chopping block in favor of a company that's critical to AI supply chains.There's nothing more valuable on Wall Street than information. Thanks to the internet, professional and everyday investors have instant access to income statements, balance sheets, investor presentations, management commentary, economic data releases, and the top headlines driving the stock market.But this vast sea of information can sometimes be overwhelming ...

Rothschild and and company Redburn today they initiate Oracle with a sell rating. They say the target's 175. I'll read you a bit of their note again. Let's let's show the stock first again. Please let's do that because again their target's 175. The stock's at 300 more or less. Quote, "The market materially overestimates the value of Oracle's contracted cloud revenues. Our analysis suggests Oracle's 5-year Oracle Cloud Infrastructure revenue guide equates to roughly $60 billion in value, meaning the market i ...

Key Takeaways Oracle Cloud revenues jumped 28% to $7.2B, with OCI up 55% to $3.3B in Q1 FY26.Oracle plans $35B CapEx in FY26 to add 37 multi-cloud data centers for AI demand.Record $455B backlog from AI contracts supports Oracle's five-year $144B OCI growth target.Oracle (ORCL) is making a bold bet on cloud expansion as the foundation of its long-term growth path. In the first quarter of fiscal 2026, Oracle Cloud Infrastructure (OCI) revenues climbed 55% year over year to $3.3 billion, lifting overall cloud ...

BILL O'NEIL ARCHIVES: Analysis Of The Greatest Stocks Of All Time Oracle Reportedly Tapping Bond Market For AI Buildout A big question mark is how Oracle will fund the data center construction required to meet that demand. Analysts project Oracle will spend $34.2 billion on capital expenditures during its current fiscal year, according to FactSet, up from $21.2 billion and $6.9 billion in its two previous May-ended fiscal years. Oracle (ORCL) stock slipped Wednesday following an announcement from OpenAI tha ...

Oracle Corporation (NYSE:ORCL) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Bernstein shared positive analyst commentary regarding Oracle’s TikTok deal. Analyst Mark Shmulik highlighted Oracle’s expanding position in cloud services, noting the company “recently announced $317B in new RPO which could make them the 3rd largest hyperscaler.” Shmulik said that the benefits coming in from the TikTok arrangement extend “beyond the revenue and cash flow,” and allows Oracle to become “more ...

A surprise executive shakeup at Oracle. Software cat stepping down as CEO as a software company splits the role in two. Christina parts got more in today's tech check.Christina, Melissa, Oracle is making its biggest leadership move in just a decade. Like you said, Seph safer cat stepping down after 11 years as CEO to become executive vice chair of the board. She's handing the reigns to two technical insiders as co-CEOs.You got Clay Moric and Mike Sicilia. This isn't though your typical succession story. Ora ...

Oracle has appointed two new co-CEOs, as part of a succession plan put into motion months ago. Business Insider reported in June that Oracle had promoted cloud boss Clay Magouyrk and head of industries Mike Sicilia to the title of "president" as part of a succession plan, citing SEC filings and people familiar with the plans.Safra Catz, CEO since 2014, will become executive vice chair of the company's board of directors, the company announced. Larry Ellison, cofounder and former CEO, will continue as chie ...

Oracle on Monday named insiders Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz, who was instrumental in shaping the company’s cloud strategy and thrusting it to the forefront of the ongoing AI boom with big contract wins.In her 11 years at the helm, Catz turned Oracle into a cloud powerhouse from a database provider by fiercely competing for a share of the lucrative data center business with Microsoft and Alphabet, while helping drive its market capitalization to nearly a trillion dollars.S ...