Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...

Oracle is trading at bubble-like valuations reminiscent of the 2000 Dotcom peak, with earnings and FCF yields near all-time lows. Technical indicators show Oracle is extremely overbought, while weekly ...

Oracle leadership will likely field plenty of questions on not just AI, data center revenue, but also on the quality of that revenue, profit margins and customer diversity. Analysts on Oracle’s ...