Oracle's stock is sliding in 2026 despite a massive AI backlog. Here's what's really driving the stock.

The software giant just had the best year in its history. Its stock has lost more than half its value since September.

Record RPO and fast cloud growth (OCI +93%, cloud +47%) say the AI demand is real. The selloff is about conversion and ...

Some of Oracle's biggest data center customers might be unable to meet their obligations.

The job cuts made headlines. But the bigger story is what's funding them.

It’s one thing to attend a user conference. It’s another to spend 3-hours after the event conversing, in-depth, with a customer who’s taking on a major transformation effort that will be anchored with ...

It's been a busy couple of weeks for the folks at Oracle. Earnings, a major cloud partnership announcement with Microsoft Azure and then the Oracle CloudWorld event in Las Vegas, which was loaded with ...

It's good to hear that Oracle Corporation (ORCL) is capturing the public glare once again after an incredible reversal in its price action, and what better way to do it than through solid execution?

These days, it is trying to become one of the most important players in AI data centers. Now, Oracle itself is warning ...

Oracle’s historic stock surge this week was fueled by a massive backlog, which is largely due to a deal with OpenAI. A week earlier, Broadcom shares soared after the company announced a $10 billion ...