DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...

Oracle Corporation remains a buy despite a 40% drawdown, with ORCL shares now offering a favorable risk/reward profile. ORCL's rapid cloud and AI growth, strong customer base, and ambitious long-term ...

Oracle's recent 30% share price drop mainly only erased irrational post-RPO announcement gains. ORCL's future growth is highly dependent on cloud infrastructure and concentrated OpenAI commitments, ...