Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

ORCL is ramping cloud CapEx to $50B as AI and enterprise demand surge, betting GPU-rich data centers can unlock faster ...
MarketBeat on MSN

Oracle's TikTok win isn't social media-it's a cloud power move

Wall Street has viewed Oracle Corporation (NYSE: ORCL) with a volatile mix of optimism and anxiety in recent weeks. The ...
24/7 Wall St

Oracle Emerges as AI’s Next Big Stock Opportunity

Oracle‘s (ORCL) AI-driven cloud growth, fueled by deals with major hyperscalers, positions it as an under-the-radar AI stock with significant long-term potential. Despite a Q1 earnings miss, Oracle’s ...

Oracle’s stock could be a big winner for the next decade, according to this analyst. Here’s why

Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...

U.S. Enterprises Are Increasing Adopting Oracle Cloud Infrastructure According to a New Research

Oracle Corporation (NYSE:ORCL) is one of the 15 Best S&P 500 Stocks to Look For in 2026. On January 19, new research from ...
Morningstar

Oracle and AMD Expand Partnership to Help Customers Achieve Next-Generation AI Scale

Beginning in calendar Q3 2026, Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by 50,000 AMD Instinct MI450 Series GPUs This announcement builds upon the ...
Forbes

Oracle Stock Up 99% On Growth Forecast. Learn Whether To Buy $ORCL

Oracle's stock soared after a report of a cloud contract with OpenAI and an optimistic forecast for its AI-driven cloud infrastructure. The company projects aggressive eight-fold growth in cloud ...
Seeking Alpha

Oracle: The Backlog Explosion And What Comes Next

Oracle Corporation’s Q1 FY 2026 saw a 359% surge in cloud backlog in Remaining Performance Obligations, reaching $455 billion, signaling explosive demand for its AI-driven cloud infrastructure ...
The Motley Fool

Could Oracle Be the Next Nvidia?

Nvidia has become the dominant company in the AI chip market. Oracle sees its cloud infrastructure business soaring thanks to AI customers. All of this has helped Nvidia's earnings to roar higher, ...
Benzinga.com

Oracle Stock Rises As Agentic AI Powers Next Wave Of Enterprise Automation

Running on Oracle Cloud Infrastructure (OCI), the AI agents are prebuilt and available at no additional cost to Oracle Fusion Applications customers. Embedded within business workflows, they allow ...
TMCnet

Alrajhi Medicine to Digitize its Healthcare Operations with Oracle to Foster Better Patient and Staff Experiences

Adopts Oracle Health Foundation EHR and Oracle Fusion Cloud Applications to increase efficiency and drive growth. AUSTIN, Texas, Jan. 27, 2026 /PRNewswire/ -- Alrajhi Medicine, a ...
AOL

Could Oracle Be the Next Nvidia?

Nvidia has become the dominant company in the AI chip market. Oracle sees its cloud infrastructure business soaring thanks to AI customers. 10 stocks we like better than Oracle › Nvidia (NASDAQ: NVDA) ...