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Oracle Corp‘s (NYSE:ORCL) multibillion-dollar AI infrastructure buildout has spent the past year under intense investor scrutiny, with concerns centered on soaring capital expenditures and negative free cash flow. But according to one veteran technology analyst, the debate is shifting.
Oracle is heading into its latest earnings report with investors focused on one central question: can the software giant's rapidly expanding artificial intelligence infrastructure business grow fast enough to justify the enormous spending required to build it? The company, led by Larry Ellison, is scheduled to report quarterly results on Thursday in what could be one of the most closely watched earnings releases of the quarter.
Investors watching the latest earnings season might have noticed a unique corporate finance maneuver buried beneath standard top-line beats. Hewlett Packard Enterprise NYSE: HPE recently executed a strategic equity option, granting millions of shares to a major infrastructure partner.
Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.
Oracle (ORCL) stock is flashing a stunning pre-earnings signal as options traders brace for an 11.2% move following its fiscal first-quarter report on September
Adobe (ADBE) and Oracle (ORCL) report earnings on the same day, September 10, but Bank of America sees the two AI software giants moving in opposite directions.
California State Teachers Retirement System lifted its position in shares of Oracle Corporation (NYSE: ORCL) by 14,636.4% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 382,756,945 shares of the enterprise software provider's stock after buying an additional 380,159,589 shares
Nvidia CEO Jensen Huang says OpenAI's Astra marks the arrival of artificial general intelligence, but for investors the message is about hardware. Huang said Astra was trained on more than 100,000 Nvidia Grace Blackwell systems and that another 400,000 GPUs are coming online.