Oracle (ORCL) is being punished for the one thing that is supposed to make a company great: too much demand. ORCL stock has ...

The cloud infrastructure giant still has a bright future.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the ...

Michael Burry on Thursday disclosed two short positions, warning of rising leverage risks linked to off-balance-sheet commitments across the technology and cloud sectors. Burry said he has shorted ...

Oracle's latest dividend payment landed very differently depending on who was collecting it. The gap between the company's ...

The stock has reclaimed $134.80 and is rebounding while fundamentals are improving: revenue +20% and cloud +47%, with RPO up ...

Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.

The Pentagon on Thursday announced a contract with Oracle worth almost $7 billion over a decade, a big win for the software ...

Oracle is deeply out of favor, trading at a steep discount after heavy AI-driven capex, and negative free cash flow. Learn ...

Despite heavy capex, negative free cash flow, and rising leverage, I see the current 16x multiple as unjustified given 18% ...

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle and Amazon Web Services jointly announced the launch of Oracle Database@AWS. The new ...

Larry Ellison has been at Donald Trump’s side since he took office last month. The man Trump referred to as “one of the most serious players in the world” was front row at the inauguration, and then ...