Oracle Corporation — News

The agreement carries a $3.31 billion base value over five years, rising to nearly $7 billion if a five-year option is exercised. Oracle shares closed Friday at $114.99, after touching a 52-week low of $114.75 earlier in the same session.

fool.com - 2026-07-25 20:52:00

Larry Ellison's personal guarantee ties Oracle's stock performance directly to the financing of Paramount Skydance's bid for Warner Bros. Discovery, creating an unusually interconnected financial risk.

fool.com - 2026-07-25 12:50:00

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

247wallst.com - 2026-07-25 09:44:21

Oracle's AI infrastructure spending could reach at least $90 billion in fiscal 2027. The stock has declined 35% so far this year.

fool.com - 2026-07-25 02:00:00

Oracle stock set another 52-week low on Friday at about $115, stretching its decline from the high to about 66%. The average analyst price target of about $248 is more than double the current share price.

fool.com - 2026-07-24 18:37:00

@LikeFolio's Landon Swan talks about Oracle (ORCL) and web trends surrounding the company. He points out that web visits for the firm are down 11% year-over-year while the stock has fallen 50% over that same time.

youtube.com - 2026-07-24 14:30:12

Oracle (ORCL) won a $7 billion contract with the U.S. Department of War. Shares of the cloud giant didn't move much ahead of Friday's open as the stock stalls near 52-week lows.

youtube.com - 2026-07-24 10:00:33

Stock futures are pointed modestly higher as investors look to finish the week higher

schaeffersresearch.com - 2026-07-24 09:06:00

Oracle stock rose by 2% in the premarket session as the company reached a deal with the US government in a major win for Larry Ellison, a close friend of Donald Trump. Still, it remains near its lowest level since April 2025.

invezz.com - 2026-07-24 08:10:29

The 10-year agreement will consolidate military departments' existing partnerships with Oracle into one bulk enterprise software deal.

barrons.com - 2026-07-24 07:15:00

Intel (INTC) delivered its strongest revenue growth in over 15 years, with Q2 revenue up 24.8% to $16.1B and EPS of $0.42. Oracle (ORCL) secured a 10-year, nearly $7B contract with the U.S. Department of War for enterprise software services, boosting premarket shares.

seekingalpha.com - 2026-07-24 06:30:00

The Pentagon just handed Oracle (NYSE:ORCL | ORCL Price Prediction) a headline win.

247wallst.com - 2026-07-24 06:06:48

Pity Mr. Market. He supposedly wants to buy low and sell high. But he often recoils from and spews hate at stocks that can be bought low — like Oracle. Supposedly, ORCL is doing wrong by spending heavily to build data centers and, horror of horrors, borrowing and selling new equity to do this.

seekingalpha.com - 2026-07-24 04:34:49

Oracle (ORCL) reached $120.04 at the closing of the latest trading day, reflecting a -4.61% change compared to its last close.

zacks.com - 2026-07-23 18:46:13

Oracle Corp (NYSE:ORCL) shares are rising in extended trading Thursday after the company was awarded a 10-year defense contract.

benzinga.com - 2026-07-23 17:37:51

The ESI contract vehicle streamlines acquisition and standardizes access to Oracle commercial products and services for the DoW AUSTIN, Texas, July 23, 2026 /PRNewswire/ -- Oracle has been awarded a 10-year Indefinite Delivery/Indefinite Quantity (IDIQ) contract under the U.S. Department of War (DoW) Enterprise Software Initiative (ESI), with a base value of $3.31 billion for the first five years of the agreement and a total value of $6.99 billion if option years are exercised. The new contract vehicle establishes a centralized framework to simplify procurement across the department.

prnewswire.com - 2026-07-23 17:10:00

Oracle will supply on-premises software to the U.S. Department of Defense over 10 years in a contract worth up to $7 billion. The company's software is common inside large companies, but the business has largely shifted of late to a focus on AI infrastructure.

cnbc.com - 2026-07-23 17:02:34

The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle ​to consolidate the department's on-premises software licenses into ‌a single contract, the latest move by the Pentagon's technology chief to cut costs by eliminating fragmented purchasing.

reuters.com - 2026-07-23 17:02:05

Michael Burry is warning about a market collision: rising oil prices, an artificial intelligence debt binge and mounting pressure in long-duration Treasuries.

benzinga.com - 2026-07-23 14:46:32

I helped negotiate the agreement and can say that it makes the platform secure for Americans.

wsj.com - 2026-07-23 12:49:00

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

zacks.com - 2026-07-23 10:46:05

Oracle (NYSE:ORCL | ORCL Price Prediction | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet the stock chart tells a different story.

247wallst.com - 2026-07-23 10:00:30

Oracle's heavy AI spending has shaken investor confidence. The company's recent credit downgrade highlights the risks of aggressive expansion.

fool.com - 2026-07-23 08:20:00

Alamar Capital Management LLC acquired a new stake in Oracle Corporation (NYSE: ORCL) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 8,480 shares of the enterprise software provider's stock, valued at approximately $1,248,000. Other institutional investors have also recently made

defenseworld.net - 2026-07-23 03:58:13

Oracle (ORCL -0.95%) is spending massive sums to build its AI infrastructure.

fool.com - 2026-07-23 01:36:35

Artificial intelligence has become the biggest spending race the technology sector has ever seen.

247wallst.com - 2026-07-22 11:28:42

Oracle Corp (NYSE:ORCL) stock traded lower on Wednesday as big-cap tech remains under pressure in a risk-off tape. The Nasdaq is down 0.59% while the S&P 500 has shed 0.16%.

benzinga.com - 2026-07-22 11:09:57

Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.

247wallst.com - 2026-07-22 11:00:14

Oracle is deeply oversold after a sharp decline into long-term support, but reclaiming successive resistance levels will be crucial to confirming a durable recovery.

fxempire.com - 2026-07-21 17:23:11

Oracle faces strong cloud demand and a $638B backlog, but heavy debt and lease commitments cloud the outlook. I rate ORCL.PR.D a Buy, as its nearly 8% yield and conversion terms offer superior risk-adjusted returns versus common shares in flat or moderately bullish scenarios. ORCL.PR.D provides income and downside protection, outperforming common unless ORCL rises over 42% to $179+ by January 2029.

seekingalpha.com - 2026-07-21 17:10:24

Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may have only a few years to respond.

247wallst.com - 2026-07-21 15:46:25

Contact [email protected] for any questions or corrections.

247wallst.com - 2026-07-21 14:53:28

ORCL's credit risk hits its highest level in nearly 18 years as AI spending strains cash flow, but a $638B backlog may hold the key to easing investor concerns.

zacks.com - 2026-07-21 12:10:11

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

zacks.com - 2026-07-21 10:41:11

Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.

fool.com - 2026-07-21 10:40:00

Oracle (ORCL) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

zacks.com - 2026-07-21 10:36:04

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

zacks.com - 2026-07-21 10:31:10

The past few weeks have seen the bond market start asking a question the stock market has mostly been happy to ignore: Who can actually afford the AI buildout?

marketbeat.com - 2026-07-21 07:45:06

Two crises are converging on a single family fortune at the worst possible moment.

247wallst.com - 2026-07-21 07:14:34

In a July 21 X post, the famous ‘Big Short' trader, Michael Burry, drew attention to a study showing that big tech's overall debt significantly exceeds the fully disclosed figures.

finbold.com - 2026-07-21 05:32:59

Balefire LLC reduced its position in Oracle Corporation (NYSE: ORCL) by 68.0% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,104 shares of the enterprise software provider's stock after selling 10,839 shares during the quarter. Balefire

defenseworld.net - 2026-07-21 04:33:44

After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector. The bank's trading desk said hedge funds have already made one of the largest reductions in momentum and semiconductor exposure on record, suggesting much of the forced selling may already be behind the market.

invezz.com - 2026-07-21 03:36:25

Andra AP fonden increased its position in shares of Oracle Corporation (NYSE: ORCL) by 85.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 224,586 shares of the enterprise software provider's stock after buying an additional 103,374 shares during the quarter. Andra

defenseworld.net - 2026-07-21 03:17:30

Oracle ORCL shares fell more than 3.5% on Monday after CLSA initiated coverage with a Hold rating, warning that the software company could require as much as $500 billion in capital to support its artificial intelligence cloud expansion through 2030. The brokerage said Oracle's internal cash generation would be sufficient to fund only around one-fifth of that investment, reinforcing investor concerns over the company's debt-funded AI infrastructure strategy.

invezz.com - 2026-07-20 12:24:27

The tech giant is trading at a sizable discount.

fool.com - 2026-07-20 10:16:50

That matters because high expectations raise the bar for what counts as "good enough"—a company can beat last year's numbers and still disappoint the market if it doesn't beat this year's inflated bar.

marketbeat.com - 2026-07-20 08:30:20

Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.

247wallst.com - 2026-07-20 07:52:28

Dimensional Fund Advisors LP increased its position in Oracle Corporation (NYSE: ORCL) by 1.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,586,492 shares of the enterprise software provider's stock after purchasing an additional 147,048 shares during

defenseworld.net - 2026-07-20 04:12:15

Cantillon Capital Management LLC increased its holdings in shares of Oracle Corporation (NYSE: ORCL) by 49.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,283,185 shares of the enterprise software provider's stock after purchasing an additional 422,508 shares during

defenseworld.net - 2026-07-20 04:11:43

Oracle shares touched a 52-week low of $121.50 on Friday and now trade about 63% below their high. S&P cut the company's credit rating to BBB- earlier this month, leaving it one notch above junk status.

fool.com - 2026-07-19 12:47:00