I bought the dip in both Oracle and NuScale. Here's why.

Oracle's stock has declined 59% from its peak last September. Unlike rivals Amazon and Microsoft, Oracle fails investor tests for AI providers, passing only on revenue acceleration. In fiscal Q2 ...

Oracle is guiding roughly $90 billion, or 34% constant currency growth, with adjusted earnings of $8.05 per share for fiscal ...

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CoreWeave released its Q2 numbers yesterday after the market closed. Revenue was up an incredible 112% while its backlog grows even faster. The company says its pipeline grew from about $25 billion ...

ORCL has shed 40% over the past year yet carries a $638 billion RPO backlog, supporting our $213 price target with 45% upside. Microsoft's $678 billion RPO nearly matches Oracle's despite an 8x larger ...

Oracle is planning another round of job cuts this month, according to Business Insider, with some teams reportedly facing double-digit-percentage reductions. Managers have been told to identify the ...

Oracle's $638 billion RPO, up 363% year-over-year, reflects customers paying upfront to fund AI infrastructure with returns in the high 20s. ORCL trades at a forward P/E of 19 and PEG of 0.851, ...

The Department of Veterans Affairs has proposed expanding its contract with Oracle Cerner for electronic health modernization because it will soon run out of money, a contract update posted Tuesday ...

The Marvel actor is highlighting that Larry Ellison's tech giant Oracle played a role in the Israel-Gaza war. Paramount says his remarks are "a bridge too far." By Erik Hayden Executive Editor, ...

Oracle’s proposed $165 billion data center project in New Mexico has run into a decidedly low-tech problem: the natural gas pipeline meant to help power it won’t be ready on time. Energy Transfer ...

A key New Mexico natural gas pipeline project that would supply fuel to power a planned Oracle Corp. artificial intelligence data center has been delayed by nearly six months. The Green Chile Project ...