AI CapEx, OpenAI dependence, cash-flow pressure and valuation upside. Click for this ORCL update and see why I am bullish.

Oracle (ORCL) shares cratered 35% while RPO surged 363% to $638 billion, a fundamental dislocation that rarely lasts. Oracle trades at a forward P/E of 16 versus Microsoft (MSFT) at 29, despite ...

Oracle (ORCL), ServiceTitan (TTAN), Everpure (P), and Dynatrace (DT) were added to the Conviction List at William Blair on Wednesday. Oracle was added to the list because the investment firm said it ...

Over 900 Oracle E-Business Suite (EBS) instances have been found exposed online amid ongoing attacks exploiting a critical security flaw. The vulnerability (tracked as CVE-2026-46817) was found in the ...

The flaw, CVE-2026-35273, carries a CVSS severity score of 9.8 out of 10 and enables a remote attacker to execute arbitrary code on a PeopleSoft server without supplying any credentials. No password.

Oracle issued emergency guidance for CVE-2026-35273, a critical PeopleSoft flaw exploited in a ShinyHunters-linked campaign targeting universities. A critical Oracle PeopleSoft flaw is already being ...

Oracle's stock slid despite an earnings and revenue beat. The company said it plans to raise $40 billion through debt and equity financing, including a $20 billion share sale it announced earlier. For ...

Oracle Corporation reported increased revenue of 21% year-over-year (YOY) for its fiscal fourth quarter, but it wasn’t enough to please stockholders. The company’s shares (NYSE: ORCL) dropped over 10% ...

REDWOOD SHORES, CALIFORNIA - JUNE 13: A sign is posted in front of Oracle headquarters on June 13, 2022 in Redwood Shores, California. Oracle reported fourth-quarter earnings with revenue of $11.8 ...

Oracle (NYSE: ORCL) stock tumbled today -- along with the rest of the stock market -- falling 8.7% through 1 p.m. ET Friday, and it's no huge mystery why. Specialty chip-maker Broadcom (NASDAQ: AVGO) ...