Oracle's Backlog Soars To $523 Billion — Company Adds $15 Billion To 2026 CapEx To Keep Up

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote.

What are credit default swaps and why are investors watching Oracle's?

Trading in Oracle credit default swaps (CDS), which has exploded in the last year and are near their most expensive on record ...

Oracle: Calling Tops And Bottoms Is Much Easier Than You Think

Oracle just reported its Q2 2026 results, and the market is up in arms about something that was relatively easy to foresee.

What About Larry Ellison’s Billions?

The Oracle co-founder has pledged billions to finance Paramount’s takeover bid for Warner Bros. Discovery — which has ...
Opinion

Dip-Buyers Step Into Oracle As Market Awaits Broadcom's Read on AI Overbuild Risk

Broadcom (AVGO) will report earnings after market hours today. Broadcom earnings have the potential to extinguish or exasperate AI overbuilding fears. Broadcom is Alphabet Inc Class A (NASDAQ: GOOGL) ...
Barron's

ORCL | Oracle Corp. Stock Overview (U.S.: NYSE) | Barron's

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...