Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Oracle will spend around $40 billion on Nvidia’s higher-performance chips to power OpenAI’s new US data center, the Financial Times reported Friday. The data center, situated in Abilene, Texas, is ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing ...

Oracle’s ORCL remaining performance obligations for the first quarter increased 359% to $455 billion, primarily due to expanding relationships with large language model providers. Management also ...

Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty ...

Oracle has created an infrastructure business whereby it rents access to Nvidia's GPUs through a cloud-based system. This model is attractive for businesses that have trouble procuring GPUs but demand ...

Oracle ORCL has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at ...

Wall Street analysts are deeply divided over Oracle's trajectory, a level of disagreement rarely seen for a major technology ...

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...