Phillip Securities raises Oracle 2026 capex forecast to $50B highlighting confidence in OCI and full-stack AI leadership

Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip ...

Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle stock drops 40% amid capex growth and credit concerns, but strong RPO growth and valuation improvements offer ...
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Oracle's consensus estimates for cloud capex remain too low: KeyBanc

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 ...
Insider Monkey

Dan Niles Says Oracle (ORCL)’s AI Capex to Decline

We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...
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Oracle raises capex to $50B for AI data centers, stock plunges 11%

Oracle's U.S. shares fell more than 10% in after-hours trading in New York on the 10th, local time, on concerns about a large expansion in capital expenditures (CAPEX). After closing up 0.67% in the ...
Investing

S&P 500 Slips as Oracle’s AI Capex Shock Knocks Wind Out of Post-Fed Rally

U.S. equities opened sharply divided on Thursday, with the S&P 500 and Nasdaq Composite (^IXIC) giving back a chunk of Wednesday’s post-Fed gains while the Dow Jones Industrial Average (^DJI) eked out ...