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Oracle
Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.
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Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Why Is Oracle (ORCL) Pushing Deeper Into Drug Safety Cloud Services?
Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The collaboration targets global life sciences clients that require compliant drug safety operations on managed cloud infrastructure. Wipro will provide managed services on top of Oracle Life Sciences Argus BPS to support scalable onboarding and regulatory reporting. This new Oracle and Wipro pharmacovigilance offering matters, but investors should...
Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top IdeaWells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]
Oracle Edged Higher While AI Borrowers Pay 37 Extra Basis PointsPersistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.
$223 Billion Back To Shareholders: Inside The MSFT MachineMicrosoft handed shareholders one of the largest cash returns in market history, but what did that money actually buy for the owners who held on.
How Far Could CRM Stock Swing In A Year?Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.
Can This Number Push IBM Stock Higher?The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.
Why it could benefit going forward
- Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.
- Database and enterprise application customers create a natural path for AI agents and automation.
- Sovereign and regulated workloads can prefer Oracle's enterprise footprint.
Moat / edge
- Deep enterprise database installed base.
- Growing cloud infrastructure backlog.
- Strong relationships with regulated industries and governments.
What to watch
- OCI revenue growth and remaining performance obligations.
- Capex intensity versus cloud gross margin.
- AI infrastructure customer concentration.
Key risks
- Cloud buildout requires heavy capital spending.
- Competition from AWS, Azure, and Google Cloud remains intense.
Business snapshot
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.