Oracle: Why The Market Ignores A $553 Billion Backlog

Oracle Corporation remains a Buy as surging cloud AI infrastructure demand drives a record $553B backlog and robust revenue ...

Oracle's AI Future: Undervalued Infrastructure

Oracle's OpenAI backlog concentration, SMCI disruptions, and geopolitical threats to major data centers pose risks. See why ...

A massive Oracle data center planned for rural Michigan secures $16 billion in funding

The Saline, Michigan campus is huge. It will generate 1 gigawatt of electricity, making it one of the largest data centers in ...
The Next Web

Oracle needed the world’s biggest bond fund to finance the world’s biggest data centre

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.
24/7 Wall St.

Wedbush Crowns Oracle a Foundational AI Infrastructure Play With a $225 Price Target

Wedbush initiated coverage of Oracle (NYSE:ORCL | ORCL Price Prediction) on April 24 with an Outperform rating and a $225 ...
Barron's

ORCL | Oracle Corp. Stock Overview (U.S.: NYSE) | Barron's

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...