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ORCL
3 articles
Oracle's Cloud Surge: Infrastructure Beat Shows Pricing Power in AI Race
Oracle's $7.39 billion cloud infrastructure revenue handily beat expectations, but rising capex and debt load temper the upside for a stock trading near all-time highs.

Oracle Earnings Test: AI Sector's $1T Vulnerability Exposed
Strong results followed by stock decline would confirm summer correction risk, strategist warns, as semiconductor concentration in S&P 500 reaches dangerous levels.
Oracle's CDS Hits 2008 Peak as S&P Cut Stokes Default Fears
Oracle's 5-year credit default swap surged to 203 basis points on July 24, exceeding its 2008 financial crisis high after S&P downgraded the company one notch above junk over AI spending.