The cloud computing competitor trades for a lower valuation than its bigger peers.

Will Oracle's AI bet pay off?

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 market is worried that the company's huge AI spending won't lead to meaningful value creation.

Oracle's stock is at all-time highs, driven by strong enterprise and AI-related cloud growth. Cloud revenue is a major growth engine, but current valuation appears stretched relative to fundamentals.

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 ...

Oracle Corporation's after-hours surge is driven by massive cloud RPO growth, but margin declines and stagnant EPS raise red flags for long-term investors. Despite strong enterprise positioning and ...

Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't ...