Oracle's Remaining Performance Obligations surged 438% to $523 billion, driven by massive AI cloud contracts. The company plans to raise $45-$50 billion in 2026 to fund AI infrastructure. Oracle ...

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I maintain a Hold rating, emphasizing the need for Oracle to demonstrate consistent cash generation as its AI strategy matures. RPO surged and improved visibility, but increased concentration risk and ...

Oracle Seeks $50B in 2026 to Fund AI Cloud Growth Your email has been sent The capital injection aims to satisfy surging cloud demand from heavyweight clients including OpenAI, Meta, Nvidia, AMD, ...

Forbes contributors publish independent expert analyses and insights. I consult on marketing strategy, content creation, and messaging. Oracle burned through $10 billion in cash in its most recent ...

Larry Ellison’s Oracle is stumbling into the end of the year with its shares taking a beating. The tech firm’s stock has plummeted 30% so far this quarter, CNBC noted Friday. Only four trading days ...

Oracle's debt is on the rise. Free cash flow is very much in the red. Oracle's leverage makes it a high-risk, high-potential-reward opportunity in AI. The tech giant reported an impressive 54% ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. The "Magnificent Seven" stocks have captured the ...

Oracle stock drops 11% after revenue miss despite strong cloud growth and an earnings beat. Heavy cloud spending and rising debt raise profitability and credit-risk concerns. A $523 billion backlog ...

A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...

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Security researchers at Google say hackers targeting corporate executives with extortion emails have stolen data from “dozens of organizations,” one of the first signs that the hacking campaign may be ...