Oracle Corporation (ORCL)
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Market Data
AI Insights
Oracle's stock is gaining traction thanks to a new equipment deal with HPE, which supports its AI infrastructure expansion. Analysts are divided on the outlook, with a fair value estimate now at $241.97, down from $248.15, reflecting mixed sentiments on capital expenditure and earnings quality. The focus remains on Oracle's ability to convert AI investments into sustainable revenue growth.
Latest News
| Title | Published |
|---|---|
What Could IonQ (IONQ) Gain From Adding Two Veteran Board Members? What Could IonQ (IONQ) Gain From Adding Two Veteran Board Members? | about 7 hours ago |
Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […] | about 7 hours ago |
Looking Ahead to the Q3 Earnings Season: What to Expect 2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year. | about 8 hours ago |
Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout | about 8 hours ago |
Looking Ahead to the Q3 Earnings Season: What to Expect Looking Ahead to the Q3 Earnings Season: What to Expect | about 9 hours ago |
Own Oracle For The AI Boom? PTC's Story Looks Cleaner Own Oracle For The AI Boom? PTC's Story Looks Cleaner | about 10 hours ago |
Own Oracle For The AI Boom? PTC's Story Looks Cleaner Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout. | about 10 hours ago |
What Could IonQ (IONQ) Gain From Adding Two Veteran Board Members?
What Could IonQ (IONQ) Gain From Adding Two Veteran Board Members?
Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout
On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]
Looking Ahead to the Q3 Earnings Season: What to Expect
2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.
Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout
Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout
Looking Ahead to the Q3 Earnings Season: What to Expect
Looking Ahead to the Q3 Earnings Season: What to Expect
Own Oracle For The AI Boom? PTC's Story Looks Cleaner
Own Oracle For The AI Boom? PTC's Story Looks Cleaner
Own Oracle For The AI Boom? PTC's Story Looks Cleaner
Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout.