Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.
Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
Oracle's stock has turned from the ugly duckling to one of the most exciting stories in the cloud space in a matter of just a few years. Although business momentum is likely to be sustained, investors ...
Oracle has never given up gains this big, this fast. Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle shares have risen 50% in 2024 after its boffo 2025 fiscal Q1 ...
Strong artificial intelligence demand continued to drive revenue growth, particularly in Oracle cloud infrastructure, where performance remains impressive. This growth is reflected in the firm’s ...
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min An unknown number of Oracle ...
Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...