Oracle's Q3 FY2025 results show strong revenue growth, with cloud services up 10% y/y and total revenue up 6% y/y to $14.1 bn. Despite negative FCF, Oracle increased its dividend and executed $150 ...
Oracle (ORCL), a technology industry leader, positions itself formidably in the AI infrastructure market, but the stock is richly valued. Despite a high price-to-earnings ratio, my valuation analysis ...
The cloud computing competitor trades for a lower valuation than its bigger peers.
Oracle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The cloud-computing company’s revenue and operating ...
With its latest earnings — more accurately, its almost unbelievable cloud backlog — Oracle suddenly catapulted itself into the top ranks of hyperscaler cloud providers. The whole tech ecosystem is ...
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes ...