ORCL

Oracle's long-term outlook suggests that concerns about the health of its balance sheet may be overblown.

The deals were with various players in the AI supply chain.

Oracle shares have fallen 26% this year, but ambitious growth forecasts give long-term investors reasons to stay patient.

Oracle laid out how it will fund its AI buildout.

Oracle's AI bookings hit numbers that stunned Wall Street, yet the stock sits nearly 49% below its peak while cash flow burns deep into the red. Something has to give, and the next two quarters will settle the argument.

Oracle's cloud backlog is exploding and Wall Street analysts are nearly unanimous in calling it a buy, yet the stock keeps sliding.

Satya Nadella described a business model he called no business at all, named no company, and watched a handful of AI cloud stocks drop after hours. The comment may have been positioning, but the numbers behind it are hard to dismiss.

The cloud giant's 2030 revenue target is a year old. Its cap on new shares and debt is brand new.

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Wall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on strong cash flow prospects, while Alphabet shares plunged amid rising capital expenditure and slower search growth.

Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.

Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.

Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.