ORCL Oracle Corporation

Investors are watching costs more closely than the timeline

Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.

Oracle Corp (NYSE:ORCL) shares are dipping Thursday, reversing an earlier gain that followed a report of a major new leasing agreement with Tencent. Oracle stock is showing downward bias. What’s ahead for ORCL stock? Oracle Shares Reverse After Rising On Tencent Lease Report Oracle stock jumped nearly 2% before Thursday’s opening bell. The move came after the Financial Times reported Tencent Holdings Ltd (OTC:TCEHY) had locked in a five-year lease spanning several Oracle data centers across Sout

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Microsoft (MSFT) stock has gained about 34% in three months, and you may wonder whether it can hold that gain. Management expects about $175 billion of capital spending in calendar 2026 and has said the spending may lower operating margins. A few dated events will show whether that spending is paying off. Below are the earnings reports and other dates most likely to move Microsoft stock over the next six months.

With US Treasury yields around their highest level in decades, many investors are paying more attention to bonds and overlooking parts of the equity market. That can create pockets of mispricing, especially in technology, where some solid businesses trade as if rising rates have written them off. This article highlights three tech stocks that screen as potentially underappreciated and shows how they might fit into a value focused watchlist. The three stocks below are just a sample, and the...

Oracle stock wavered following a report that the tech giant landed a $7 billion cloud deal with Tencent.

Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says the boom is already paying off, the other says the financing has quietly gone off the rails.

Oracle says Project Jupiter remains on its planned schedule despite flooding at the site.

Oracle's Massive New Mexico AI Campus Faces Flooding as Company Issues Update

Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects.

Investing.com - Futures linked to the main U.S. stock indices are mixed, as investors prepare for the first trading session of the fourth quarter after they endured a roller-coaster September for financial markets. Micron unveils an upbeat revenue outlook, underlining strong demand for artificial intelligence memory chips. Nike is set to report its latest results, with investors keen to see progress in the athletic apparel brand’s turnaround strategy.

Investing.com-- Tencent signed a $7 billion lease deal with Oracle to gain access to about 100,000 advanced artificial intelligence chips, as the Chinese internet giant races to catch up in the AI race, the Financial Times reported on Thursday.

In late September 2026, Oracle unveiled Fusion Claw, a governed agentic execution runtime that powers 25 new AI-driven enterprise applications and new financial-crime compliance tools designed to automate complex workflows while preserving tight governance and auditability. The launch highlights Oracle’s push to blend AI reasoning with deterministic enterprise computation, aiming to make “systems of outcomes” a core layer of its business software rather than just adding AI features at the...

Microsoft (MSFT) shares returned 37% over the past three months, against 2.6% for the S&P 500. Even so, Microsoft's P/E, the price divided by a year of profit, is 28.3. That is below 31.8, the stock's average at the last twelve quarter-ends, leaving out readings above 100. A run that big makes buyers wary, but the shares cost less per dollar of profit than usual. So how much upside is left in Microsoft stock at today's price.

HPE stock has surged 165% in 2026 amid merger synergies with Juniper as well as AI data center opportunities involving AMD and Oracle.

Two new tools automate early investigative work while leaving final compliance decisions with human reviewers.

Aterio says Oracle's Wisconsin AI campus may not receive meaningful power until early 2028.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Aterio's base case has full capacity arriving around October 2028

Oracle Corp. (NYSE:ORCL) shares fell 1.

Investing.com -- Oracle Corp. shares slipped Wednesday after a new report warned that the software giant’s massive artificial-intelligence data-center project in Wisconsin faces severe delays due to a gridlocked power connection.

Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.

NTAP's Keystone Sovereign expands regional, operational and data-handling controls as European customers seek greater infrastructure sovereignty.

According to TheFly, BofA lifted its NetApp price target after attending INSIGHT 2026, assigning a higher valuation multiple to the additional addressable market it sees emerging from artificial intelligence.

NetApp expands its cloud and AI infrastructure ecosystem through new collaborations with Oracle, SAP and Supermicro.

Jefferies Raises Bloom Energy Price Target to $264 as Shares Surge

Morgan Stanley sees substantial upside in Oracle shares but wants more evidence that its massive AI infrastructure spending can deliver stronger margins.

Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.

WASHINGTON—A Democratic lawmaker wants more information on the secret agreements between tech companies building data centers and local officials approving them, their latest attempt to increase oversight of the facilities powering artificial intelligence and tap in to voters’ AI backlash ahead of the midterm elections. Rep. Jamie Raskin (D., Md.), the top Democrat on the House Judiciary Committee, sent letters to Amazon Alphabet’s Google, Meta Platforms and Oracle on Tuesday seeking information on the nondisclosure agreements those companies signed with government officials related to data-center build-outs, according to copies of the letters viewed by The Wall Street Journal.

Oracle's rising bond yields do not mean that the AI trade is dead.

Oracle's AI cloud business is booming. Its balance sheet is another story.

When US Treasury yields sit at a 25 year high and risk free income looks tempting, investors start questioning why they should bother with equities at all. That doubt can create mispricing in solid businesses that still generate cash and maintain tight balance sheets. This piece walks through three such high quality but unloved stocks that our value work flags as potential bargains right now. The stocks highlighted below are only a small sample. The full screen surfaced 28 more companies with...

Bloom Energy has become a highly watched stock after a very strong multi year run. The question now is whether the current share price lines up with the cash the business is expected to generate. With investors focused on fuel cells for data centers and on site power, the debate has shifted from headline stories to the durability and timing of Bloom Energy's cash flows. Over the past 3 years the stock has delivered a very large return of about 24x, which puts a lot of weight on whether...

The two software businesses today cost around the same. So which stock's price is harder to live up to?

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 4.2% in the afternoon session after the company announced the introduction of Oracle Fusion Claw to expand its artificial intelligence applications and launched new compliance tools for financial institutions.

MongoDB (MDB) stock has fallen 26% from its late-August high. Over the past month it lost 24%, while the S&P 500 slipped just 0.5%. When a stock falls that fast, many investors want to buy while the price is low. But you only gain from a lower price if the business itself is still healthy. So is this a chance to buy MongoDB cheaper, or a warning about the business.

Oracle regained momentum after last week's force majeure, with 25 new agentic AI applications, today, Sept. 29, 2026.

Jefferies lifted its price target on BE to $264 from $229 while keeping a Hold rating.

Just see what has actually been driving Microsoft stock. Over three years, revenue growth and wider margins did the heavy lifting while the P/E multiple shrank, yet the rally of the past three months leaned more on a richer multiple than on the business itself. Now, after that run, Microsoft (MSFT)’s stock has paused. Its shares still show significant trend strength, ranking in the top 28% of US stocks valued above $1 billion, yet trade about 5% below their 52-week high.

Oracle (NYSE:ORCL) has invoked force majeure on its multi billion dollar Project Jupiter data center due to permitting delays. The force majeure notice affects a single large scale Project Jupiter site that underpins part of Oracle's AI and cloud buildout. Bondholders tied to Project Jupiter financing are assessing how the delay could influence risk assumptions for Oracle's future capital projects. The force majeure move on Project Jupiter matters, but investors should weigh it against...

Arista Stock: The AI stock leader is approaching a new buy point despite Monday's market weakness. Its RS line hit a new high last week.

The AI spending boom is getting bigger, but the numbers behind it are starting to raise new questions for investors.

Key TakeawaysMichael Burry compared Oracle to WorldCom over the weekend, saying Oracle’s capital-intense AI strategy is cannibalizing its cash flow and margins, openly and without fraud. Credit markets are starting to price Oracle as a real risk: Its bonds are yielding 8%+.

Ellison has pledged 67 million more Oracle shares as collateral than a year earlier, a 19% increase.

Sir Martin Sorrell — the founder and executive chairman of S4Capital — sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss how Meta's (META) new Muse chatbot and other AI products will impact the advertising space.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss what we know so far about Meta's (META) new enterprise unit, which MongoDB (MDB) CEO Dev Ittycheria will be running.

“Big Short” investor Steve Eisman says financing techniques associated with Enron and the 2008 financial crisis are returning as Big Tech uses special-purpose vehicles and guarantees to fund the artificial intelligence boom. “Off-balance-sheet techniques are back with a vengeance in...

Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.

Snowflake's massive convertible note proposal is rattling cloud stocks across the board, but the deal's unusual structure raises a question worth answering before assuming the worst about dilution.