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Oracle outlines 77% cloud infrastructure growth target for FY26 as AI demand accelerates RPO to $455B

Safra Catz, CEO, stated, "Clearly, we had an amazing start to the year because Oracle has become the go-to place for AI workloads. We have signed significant cloud contracts with the who's who of AI, ...

Oracle stock extends gains on AI power push as energy demand rises

The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...
Supply Chain Management Review

Oracle Introduces Supply and Demand Enhancement

Oracle’s JD Edwards EnterpriseOne In-Memory Planning Advisor was introduced recently to help material planners and buyers respond quickly to changes in supply and demand. Spokesmen note that with the ...
Insider Monkey

Accelerated Demand Lifted Oracle Corporation (ORCL) in Q2

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter investor letter. A copy of the letter can be downloaded here. The second quarter of 2025 saw a ...

Oracle Shares Are Down 24% So Far in 2026 Amid AI Bubble Fears. Can It Still Come Out on Top?

Oracle's AI investments are pressuring the stock today but can prove to be a major growth engine in the long run.
Forbes

Oracle Stock: Is Strong AI Demand Enough?

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...