Oracle (ORCL) Valuation Check as AI Data Center Spending and OpenAI Ties Reshape Its Risk‑Reward Profile

Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts ...
Yahoo Finance

Oracle (ORCL) Valuation Check as Blue Owl Exits $10 Billion AI Data Center Deal

Oracle (ORCL) just hit another speed bump in its AI buildout, with Blue Owl Capital walking away from a planned $10 billion Michigan data center, sharpening investor focus on how Oracle will actually ...
24/7 Wall St

The AI Data Center Reality Check, Oracle Stumbles and China Looms Over US Valuations

Oracle (NYSE: ORCL) missed revenue expectations and pushed out key data center timelines to 2028, triggering a broad reassessment of near-term AI infrastructure returns. Massive capital requirements, ...
SDxCentral

Oracle’s SASE Is More Than a Check Point Collab

Oracle's secure access service edge, delivered in collaboration with Check Point Security, is somewhat unique among competing vendors in that it also part of a larger public cloud offering. For the ...

Check Out What Whales Are Doing With ORCL

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle. Looking at options history for Oracle (NYSE: ORCL) we detected 45 trades. If we consider the specifics of each ...