Oracle: All Eyes On The Balance Sheet

Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

Oracle: Growth Looks Impressive, But OpenAI Dependency Raises Red Flags

Oracle (ORCL) downgraded: high debt, negative cash flow, and reliance on OpenAI contracts raise investment risk.
Becker's Hospital Review

Inside AtlantiCare’s most successful systemwide go-live

AtlantiCare is nearly two years into its six-year Vision 2030 strategy, a systemwide roadmap built around multiple transformation pillars spanning clinical care, operations and infrastructure. One ...
The Motley Fool

Oracle Might Be the Riskiest AI Stock as Bubble Fears Grow

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...
The Motley Fool

Why Oracle Stock Sank Today

DA Davidson analyst Gil Luria just cut Oracle's price target by one-third. Luria worries that Oracle's OpenAI contract may not be as good as it seems. I warned that Oracle stock cost too much at $328 ...
Dark Reading

Critical Flaw in Oracle Identity Manager Under Exploitation

A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
MarketWatch

Oracle’s stock could surge 80%, says this analyst who predicts a major rebound

Oracle Corp.’s stock can reclaim its highs and then post even bigger gains from there, according to a Jefferies analyst. Jefferies’ Brent Thill is sticking with his $400 price target on Oracle shares ...
dbta

Oracle Expands AI Agent Studio for Fusion Applications

Oracle is introducing its latest updates to Oracle AI Agent Studio for Fusion Applications, a comprehensive platform for building, testing, and deploying AI agents and agent teams across the ...
Reuters

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Forbes

Oracle Shifts Focus To Agentic AI For ERP And Supply Chain

Oracle AI World 2025 highlighted the growing role of agentic AI in ERP, finance and supply chain workflows, which are becoming essential to how these systems are built and used. Oracle’s decision to ...
InfoWorld

Oracle targets agentic use cases with AI Database 26ai

The latest version of the Oracle database comes with agent builders and MCP Server integration to help developers embed automation into their workflows. Oracle is doubling down its focus on agentic ...