EE. UU. · 19 entradas · 16 publicaciones
Oracle
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Regístrate gratisSubstack · G2AI
Wiwynn doubled, Taiwan's laser chain doubled, Lumentum is sold out to 2029 and Oracle is trucking in gas. The scarce parts of the AI build-out are getting scarcer.
YouTube · The Mathematical Trader
Substack · Quality Equities
How to calculate maintenance capex from a 10-K five ways, tested on four companies, and how to tell which direction the depreciation shortcut is wrong.
Desde publicación −11,4 % α −10,8 p. p. vs S&P 500 · USD
Substack · Alpha Metrics
OpenAI is closing in on $70B in annualized revenue. Oracle holds $664B in contracts, trades 57% below its high and at ~17x earnings.
Desde publicación −8,5 % α −8,6 p. p. vs S&P 500 · USD
Substack · Offbeat Alpha · Money Machine Newsletter
Plus: Open standards alone don't make your AI portable
Desde publicación −15,2 % α −14,0 p. p. vs S&P 500 · USD
Substack · Vitaly Kurdyumov
Oracle spends $28.5 billion a quarter against $19.3 billion of revenue. Microsoft is the last major player still paying with its own cash.
Desde publicación ORCL −10,2 % α −11,4 p. p. vs S&P 500 · USD
Substack · Value & Momentum Portfolio
Oracle’s AI growth is real, but the stock now hinges on whether massive OCI investment can translate into durable free cash flow, acceptable returns on capital, and credit stability.
Desde publicación −10,2 % α −11,4 p. p. vs S&P 500 · USD
Substack · B2B AI & SaaS Executive Intelligence · The Intelligence Council
The Stack Weekly: Revenue is surging, but capex, prepaid capacity, and RPO quality now govern valuation more than margins
Desde publicación −12,9 % α −13,7 p. p. vs S&P 500 · USD
Substack · Hundal Earnings
Oracle captures AI infrastructure value through OCI, while capital intensity could constrain returns.
Desde publicación −12,9 % α −13,7 p. p. vs S&P 500 · USD
Substack · Investing With Purpose · Investing With Purpose | IWP
Oracle is issuing equity to fund an AI infrastructure buildout. Adobe is returning nearly all its free cash flow to shareholders. The market has made its choice, but the economics are far from settled
Desde publicación ORCL −16,1 % α −16,4 p. p. vs S&P 500 · USD
Substack · Gustavo Rojas · Ultra Valorem · Ultra Valorem
Análisis Ultra Valorem · resultados de Oracle · la inteligencia artificial se paga con margen, caja y acciones nuevas
Desde publicación −16,1 % α −16,4 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/stockoscope
A few months back I posted Oracle analysis here and was cautious. It is around $141 now, roughly at the same price, but it got there the hard way. It ran up to roughly $200 after a record June quarter, then gave all of…
Desde publicación −4,2 % α −6,3 p. p. vs S&P 500 · USD
Institucional · eToro
After nearly hitting a $1 trillion market cap, Oracle stock has pulled back. The Daily Breakdown digs into the fundamentals. Interested in more Deep Dive content? Check out our latest research. Deep Dive Oracle’s market…
Desde publicación −28,0 % α −35,7 p. p. vs S&P 500 · USD
Substack · AOS Architecture & Truth · Gene Salvatore
Oracle fired 30,000 people to fund AI infrastructure. The same day, a single packaging error exposed the fragility of the governance model the entire industry shares.
Desde publicación −13,4 % α −29,5 p. p. vs S&P 500 · USD
Substack · Shilpa Reddy
Oracle Q3 FY 2026 Earnings
Desde publicación −19,2 % α −33,8 p. p. vs S&P 500 · USD
YouTube · Yahoo Finance
Blogs · ValueWalk
Oracle stock tanked some 15% on Thursday following the release of earnings Wednesday after the market closed.
Desde publicación −36,6 % α −47,9 p. p. vs S&P 500 · USD
Institucional · eToro
Investors piled into CoreWeave and Oracle as cloud infrastructure fuels AI revolution Lululemon and UnitedHealth once more among top risers as investors keep buying the dip Hims & Hers moves from Q2’s top risers to Q3’s…
Desde publicación ORCL −56,8 % α −70,7 p. p. vs S&P 500 · USD
Blogs · ValueWalk
It was a very good day for Oracle stock, as the cloud computing giant saw its share price spike some 42% on Wednesday following fiscal Q1 earnings.
Desde publicación −61,6 % α −79,1 p. p. vs S&P 500 · USD
Substack · Shilpa Reddy
More on the Oracle Q1 2026 earnings spectacle.
Desde publicación −61,6 % α −79,1 p. p. vs S&P 500 · USD
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