Opinion
Zacks Investment Research on MSNOpinion
Oracle's AI cloud surge: From summer glory to a dip worth buying
It’s been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From ...
There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and ...
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Oracle’s AI sprint backfires into its worst quarter since 2001
Oracle’s aggressive push to reinvent itself as an artificial intelligence heavyweight has collided with market reality, ...
Google's parent company Alphabet is moving its internal financial operations from Oracle to SAP software. The news, first reported by CNBC, coincidentally comes on the same day the Supreme Court gave ...
The enterprise software industry is undergoing its most radical transformation in decades. Once dominated by static systems and manual workflows, it’s rapidly evolving into a dynamic, intelligent ...
In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with negative $10.33 billion in free cash flow (FCF). Oracle is also spending ...
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Oracle stock drops after Q2 misses, but cloud growth and strong RPO signal long-term upside. Click here to know why ORCL is rated a strong buy.
A Wall Street analyst says Oracle's "greatest opportunity" for growth is in cloud software applications, but it may take a long time for the tech giant to see a meaningful lift in that market. "This ...
Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...
Michael Bromberg is a finance editor with a decade of experience. He is an expert at elucidating complex financial topics in clear, concise language. Michael received a Bachelor of Arts in literature ...
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