Browsing Tag
Oracle Cloud Infrastructure
35 posts
Oracle secures $6.99bn, 10-year DoW IDIQ under Enterprise Software Initiative vehicle
Oracle wins a 10-year Department of War IDIQ worth up to $6.99B, but the ceiling flatters a task-order structure and a stock still 64% off its 2025 peak.
Oracle (ORCL) targets production enterprise AI with native Fusion Agentic Applications builder
Oracle Corporation is opening its Fusion Applications environment to business users, developers and partners building outcome-driven agentic applications. The strategic opportunity is considerable, but the no-additional-cost model means commercial success must emerge through customer retention, application growth and additional cloud usage.
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
$ALRT in focus: Oracle cloud deal caps rapid-fire month for Defence Holdings as shares consolidate after MoD spike
Oracle joins Defence Holdings' accelerator weeks after a proposed MoD contract surfaced. What the rapid-fire ALRT news flow means. Read the full analysis.
Why the $16bn Stargate data center campus could make or break AI infrastructure economics
Oracle and OpenAI’s $16bn Michigan AI campus tests power grids, construction capacity and data center economics. Read why it matters.