GuruFocus.com2d agoneutral
Oracle Expands AI Database Reach Across AWSOracle AI Database@AWS is now available in 22 regions.
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Barchart2d agoneutral
Quantinuum’s Cloud Deal With Oracle Sends Clear Message on Hybrid AIQuantinuum is putting its Helios quantum computer inside Oracle Cloud, pairing quantum power with AI as revenue and bookings surge in Q2.
Simply Wall St.2d agoneutral
What Is Oracle (ORCL) Building With Its New AI And Quantum Deals?Oracle (NYSE: ORCL) extended its long term collaboration with Amazon Web Services to help enterprises run Oracle AI Database workloads on AWS. The companies aim to accelerate cloud adoption for large enterprise customers by making Oracle services more accessible on AWS infrastructure. Quantinuum entered a partnership with Oracle to deliver hybrid quantum computing services through Oracle Cloud Infrastructure. The Quantinuum collaboration is intended to add quantum capabilities to Oracle...
Barchart2d agobearish
This Cloud Giant Plans New Layoffs to Cover Surging AI Data Center Bill. What That Means for Investors Now.Oracle is planning fresh layoffs before September as debt and AI infrastructure spending squeeze cash flow, according to a new report.
MT Newswires2d agoneutral
MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC SaysMongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve
24/7 Wall St.2d agoneutral
CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price TargetCoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.
24/7 Wall St.2d agobearish
Ellison Is Now Willing to Sell CNN to Save His $111 Billion Deal. It Wouldn’t End the Lawsuit.David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and a seven-figure daily fee are forcing a decision that no single concession can fix.
NYSE2d agoneutralVIDEO
Oracle + AWS Execs Talk Expanded Collaboration to Accelerate Customer MigrationOracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration
24/7 Wall St.2d agoneutral
Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the MiddleMichael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Zacks2d agoneutral
Oracle (ORCL) Crossed Above the 50-Day Moving Average: What That Means for InvestorsGood things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?
Zacks2d agoneutral
Here's How Much You'd Have If You Invested $1000 in Oracle a Decade AgoWhy investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
TheStreet2d agoneutral
Oracle sends another shocking message to employees2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...
24/7 Wall St.2d agoneutral
The Mega Backdoor Roth: How Tech Workers Add $34,000 Annually to a 401(k) Tax-FreeMost tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
Simply Wall St.3d agoneutral
Oracle (ORCL) Stock Looks Below Fair Value on Earnings TodayOracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...
Stocktwits3d agoneutral
Michael Burry Adds To NBIS, MU, ORCL Shorts — Says Nebius Is ‘What The Top Of A Boom Looks Like’'The Big Short' investor is betting against AI-linked names even as he sees strong demand for compute as a potential warning sign for the sector.
Yahoo Finance Video3d agobullishVIDEO
Quantum computing goes mainstream with Quantinuum and Oracle partnershipQuantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem.
Yahoo Finance Video3d agobullishVIDEO
Quantum computing goes mainstream with Quantinuum and Orcale partnershipQuantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle’s ecosystem.
Reuters Videos3d agoneutralVIDEO
Expert urges investors to spread bets across the 'AI universe'<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>
Insider Monkey3d agoneutral
Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch?Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild ride. The deal is the clearest sign yet that Oracle wants […]
Investor's Business Daily3d agobullish
Oracle Stock Climbs After Quantum Deal, Layoffs ReportOracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
Benzinga Prediction Markets3d agobullish
Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...
Insider Monkey3d agoneutral
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease BillOn August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]