Oracle experienced a dramatic 60% drawdown after reaching a 52-week high, highlighting volatility in its AI-driven data center strategy. Read why ORCL is a Hold.
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 ...
The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.
An organization that provides community-based care management services for Medicaid patients has developed, deployed, and iteratively enhanced an artificial ...
BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...
We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...
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