I reiterate a “Sell” rating for Oracle Corporation stock, citing overvaluation with a fair value of $155 per share despite strong cloud growth. Oracle's cloud services, particularly Oracle Cloud ...

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and Broadcom (NASDAQ:AVGO) are the companies that are “most at risk” if the artificial intelligence capex spending cycle slows down, Marko Kolanovic, former ...