Oracle stock is testing a key level as analysts defend the costly AI push that has weighed on ORCL stock.

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...

Wall Street is closely watching the cloud provider’s results for any hint that the AI boom is slowing, with Bloomberg consensus calling for fiscal Q2 earnings of $1.64 per share (up from $1.47) on ...

Oracle Q2 fiscal 2026 earnings preview: analyse the tech giant's AI infrastructure expansion, $455bn cloud backlog, and ...

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an infrastructu ...

While Oracle continues to capture investor imagination with its aggressive push into artificial intelligence, a significant ...

Oracle Corporation's after-hours surge is driven by massive cloud RPO growth, but margin declines and stagnant EPS raise red flags for long-term investors. Despite strong enterprise positioning and ...

Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that ...