ORCL
Oracle climbed 3.1 percent today after the company announced it would absorb 300 million dollars in rising energy costs at a Wisconsin nuclear plant, tied to a major data center expansion in the state. That's not corporate altruism. When a cloud company covers utility cost overruns upfront, it's locking in a build that isn't getting delayed. Worth understanding: Oracle's reported cash flow has looked unusually strong partly because of large customer prepayments — clients paying years ahead for cloud capacity, front-loading cash before the work gets done. That makes the valuation look cheaper than it might actually be. Meanwhile, cloud database revenue grew 353 percent last quarter, but massive infrastructure spending is already compressing margins. The real test is whether revenue can catch up to the capital being deployed. Next earnings, the capex line is what to watch.
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+3.9% — Why Oracle (ORCL) Stock Is Trading Up Today ▶ we covered it
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-2.0% — Why Oracle (ORCL) Stock Is Trading Lower Today
+5.2% — Oracle (ORCL) Could Be 26% Below Fair Value After Project Jupiter Update ▶ we covered it
+2.0% — Why OpenAI’s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom
-3.1% — Larry Ellison makes $7.5 billion surprise call on Oracle stock
-3.7% — Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash
-1.7% — Oracle to Spend an Additional $700 Million on More Job Cuts
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+2.4% — What investors 'really' need to see from Oracle earnings this week
+3.1% — Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout
+3.1% — Oracle Is Down 25%. Jefferies Says the Worst May Be Priced In
-5.2% — Oracle (ORCL) Could Be 23% Undervalued On Its Cloud And AI Narrative ▶ we covered it
+2.1% — Citi Says It’s Time to Buy the Dip on Oracle Stock. Here’s Why
+2.8% — Oracle's historic stock rout could be a buying opportunity ▶ we covered it
+1.6% — Oracle Conference: Why Enterprise AI Is Moving Beyond GPUs to Governance and Multicloud
-2.7% — Oracle (ORCL) Declines More Than Market: Some Information for Investors
+3.1% — Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-T
-2.6% — 'Oracle Data Center’s Pipeline Plan Is Rerouted After Rejections; Energy Transfer LP, Which Would Construct An
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-3.6% — Soros Fund Management Raises Share Stake In Oracle Corp By 29.7% To 738,395 Shares ▶ we covered it
+1.9% — Oracle stock jumps as AWS partnership expands to 22 regions
+5.4% — Quantinuum CEO on Oracle partnership: 'Tip of the iceberg' ▶ we covered it
-3.7% — Oracle Announces New Oracle Fusion Agentic Applications And AI Agents For HR To Help Organizations Accelerate
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+2.5% — Oracle Surges: What's Driving the Sudden Rally
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+9.2% — Minor Hotels Accelerates Global Digital Transformation with Oracle Cloud
+1.8% — 3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% Upside
+8.3% — Oracle Shares Climb as Expanded Google Cloud Alliance Brings Gemini AI to Enterprise Software
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-4.6% — Mizuho sends intriguing Oracle stock message after 38% drop
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-4.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
+1.8% — Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
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-2.5% — Oracle (ORCL) Becomes Critical Third Party Cloud Supplier To UK Finance
+2.7% — Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms
-1.5% — Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates
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-2.8% — Moved with the tape — no single reported reason that day.
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-3.2% — Larry Ellison quietly gave $45 million to a pro-Trump group—then Oracle landed a starring role in a $500 billi
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-5.7% — Moved with the tape — no single reported reason that day.
-5.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
-2.5% — Moved with the tape — no single reported reason that day.
-2.2% — Moved with the tape — no single reported reason that day.
+4.6% — Moved with the tape — no single reported reason that day.
-8.5% — Moved with the tape — no single reported reason that day.
-2.2% — Moved with the tape — no single reported reason that day.
-2.8% — Moved with the tape — no single reported reason that day.
-9.6% — Moved with the tape — no single reported reason that day.
+2.6% — Moved with the tape — no single reported reason that day.
-5.8% — Moved with the tape — no single reported reason that day.
+9.9% — Moved with the tape — no single reported reason that day.
+10.8% — Moved with the tape — no single reported reason that day.
+6.7% — Moved with the tape — no single reported reason that day.
+3.7% — Nvidia Starts Vera CPU Shipments As Oracle Plans Massive 2026 Rollout
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