ORCL Stock Recent News

Oracle Corp (NYSE:ORCL, ETR:ORC), the tech giant, could suffer up to nine months of headwinds should TikTok be banned in the US, analysts believe. TikTok, which uses Oracle as its primary US cloud infrastructure provider, is facing being banned in the States should owner ByteDance refuse to divest its ownership of the app.

Microsoft Corp (NASDAQ:MSFT) and Oracle Corp (NYSE:ORCL, ETR:ORC) are the most likely buyers of TikTok should its owner be forced to sell it, analysts believe. It comes as the US government closes in on forcing owner ByteDance to divest the social media app or face a Stateside ban.

Oracle's strong positioning in the AI database market and partnership with Palantir allows them to leverage the rapid expansion of the AI sector. Oracle's recent earnings show continued growth and beat expectations, making the stock an attractive buy. The Palantir partnership is expected to accelerate growth for both companies and solidify Oracle's position in the AI cloud database market.

Oracle's growth rate is expected to pick up in the coming years as its AI business gains momentum. The cloud computing stock appears to have impressive long-term upside and is trading attractively right now.

The old adage "sell in May and go away" is a little misleading. The six-month period between May and October is weaker than the period between November and April, but it usually delivers positive returns.

Oracle (ORCL) announces that its OCI has been chosen by Reka, an AI research and product company, to propel the development of pioneering generative AI models.

In an era where artificial intelligence is rapidly transforming industries, Oracle stock (NYSE: ORCL ) is poised to emerge as a dominant player. Oracle, a legacy software company, has been aggressively positioning itself to capitalize on the AI revolution.

Having started the year on a highly optimistic note, the market has now turned into an uncertain zone. The inflation report and the pushback of Fed rate cuts have left investors worried.

Oracle (ORCL) plans to invest more than $8 billion in order to meet the growing demand for cloud computing and artificial intelligence infrastructure in Japan.

Oracle's Cloud Services segment grew 25% YoY in Q3 FY24 led by OCI. At the same time, its RPO grew 29% YoY, as Oracle wins larger customer deals. I believe it should meet its FY26 revenue projection of $65B as it continues its investment in AI and data centers, while forging a strategic relationship with Nvidia. While competition from larger hyperscalers in the cloud infrastructure market remains a concern, I believe the stock is well positioned to drive a sizable upside of 38%.