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Oracle
Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.
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Oracle (ORCL) Could Be 26% Below Fair Value After Project Jupiter Update
Oracle (ORCL) is back in focus after reaffirming that its Project Jupiter data center in New Mexico is proceeding under existing county permits, while a separate microgrid faces a stayed air quality review. Oracle shares have been volatile, with the stock up 2.0% in the last session but down 11.4% over the past week and roughly 26.9% year to date on a share price basis. The 1 year total shareholder return of about a 52.0% decline contrasts with 3 year and 5 year total shareholder returns of...
Fastly and Oracle Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
Is IBM Stock Riskier Than Its Options Market Now Assumes?International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.
Oracle Rallies 5.4% as Restructuring Helps Carry a $664 Billion BacklogCost reductions support Oracle's infrastructure sprint while free cash flow remains deeply negative.
What Happens To CRWV Stock If Lenders Pull Back?CoreWeave (CRWV) spends far more on building out its AI cloud than its operations generate in cash. Management says each build is paid for up front with debt, customer prepayments, and other capital.
Would You Want CRM Stock Back At The Price It Just Left?Salesforce (CRM) trades near $250 a share, close to its 52-week high after a fast three-month run. Selling a put pays you now for agreeing to buy it much lower later, and you keep the payment either way. The catch: you only want this if you would be glad to own Salesforce at that lower price. The open part of that answer is how much its new agent products can actually be charged for.
Why it could benefit going forward
- Oracle Cloud Infrastructure is increasingly used for large AI training and inference clusters.
- Database and enterprise application customers create a natural path for AI agents and automation.
- Sovereign and regulated workloads can prefer Oracle's enterprise footprint.
Moat / edge
- Deep enterprise database installed base.
- Growing cloud infrastructure backlog.
- Strong relationships with regulated industries and governments.
What to watch
- OCI revenue growth and remaining performance obligations.
- Capex intensity versus cloud gross margin.
- AI infrastructure customer concentration.
Key risks
- Cloud buildout requires heavy capital spending.
- Competition from AWS, Azure, and Google Cloud remains intense.
Business snapshot
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, as well as AI, Internet-of-Things, machine learning, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware support services, and consulting and advanced customer services. It markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation has a strategic alliance with Metron, Inc. The company was founded in 1977 and is headquartered in Austin, Texas.