How Investors Are Reacting To Oracle (ORCL) Expanding AI Cloud Deeper Into Vertical Industries

In recent weeks, Oracle expanded its Simphony Cloud POS platform with new Restaurant Suites Management and Mobile Order and Pay tools, introduced Java 26 and the Java Verified Portfolio, deepened its ...

The $110 billion catalyst that makes it more likely Oracle will hit its 700% cloud infrastructure revenue growth guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
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Oracle Lands $30 Billion Cloud Deal That Could Triple Its Infrastructure Revenue

Oracle just secured a cloud contract worth more than $30 billion per year - one of the largest single deals in cloud computing history. The agreement, set to begin generating revenue in fiscal 2028, ...

Trends in State and Local Government ERP Implementation: Risks, Requirements and Oracle Capabilities That Drive Success

Authored by Baker Tilly's Jeff Haynes, Dan Hedden and Ben Penick CHICAGO, IL / ACCESS Newswire / March 20, 2026 / State and local governments have different needs than private companies when ...
Morningstar

Oracle's not-so-secret weapon that's helped it quickly take on the cloud giants

Larry Ellison, now Oracle's CTO, has played a major role in helping the company win AI cloud deals and pivot beyond legacy software Oracle projects that its Oracle Cloud Infrastructure business will ...
SDxCentral

Oracle Curates CNCF Projects

Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what ...
The Information

Oracle Projects Higher Near-Term Revenue, Shares Rise 8%

Oracle shares rose 8% in after-hours trading Tuesday after the firm raised its projected revenue for the fiscal year that starts in June by about 8% to $90 billion. The disclosure, which Oracle made ...

Oracle’s massive AI cloud bet draws scrutiny after $50B financing push

Oracle launched $50 billion financing plan to fund AI data centre expansion. Oracle raised $5 billion through a convertible ...

Is Oracle’s Massive $500 Billion Stargate Project in Trouble?

Last year, Oracle (NYSE:ORCL) announced a massive, $500 billion data center project in Texas that signed on major AI stocks as partners. The Stargate initiative was positioned as a transformative leap ...
Nasdaq

Does Oracle's (ORCL) Cloud Growth Justify a Buy Decision Today?

Oracle Corporation ORCL has been making significant strides in the cloud computing arena, prompting investors to reassess the company's potential as a long-term investment. The company's strategic ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...