ORACLE Aktie

 

The promise hasn't changed since December. The stock behind the man who made it has been cut by more than half....

Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in free cash flow last year while piling on debt. Before trusting that consensus number, there is a balance sheet reality worth examining closely....

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Oracle stock has fallen 38% so far this year, and further sell-offs could be in store....

ORCL's record cloud growth, massive AI backlog and expanding partnerships strengthen its investment case over BABA despite recent share price weakness....

One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started....

Just when it looks as if it can't sink any lower, the sell-off worsens. This discounting can't go on forever, though....

Größtes Anlagepotenzial im Rechenzentrumsboom könnte bei den Infrastruktur-Zulieferern liegen, so Gregory T. Schwartz, Fixed-Income-Analyst bei Columbia Threadneedle Investments.Das Ausmaß der geplanten Investitionen in Rechenzentren ist inzwischen gut bekannt – im Grunde gilt: koste es, was es wolle. Die Schätzungen variieren, doch in den kommenden Jahren dürften die Ausgaben eher in Billionen als in Milliarden US-Dollar gemessen werden.1 Gregory Turnbull Schwartz, Columbia Threadneedle Investments Ein Großteil dieses Kapitals wird von Hyperscalern wie Apple, Google, Oracle und Amazon bereitgestellt. Von dort fließt es in eine weit größere Gruppe von Unternehmen, die die physische Infrastruktur...In Verbindung stehende Nachrichten:Erkenntnisse einer US-Investmentreise: Jenseits des Hypes: Die Vorteile von KI nehmen konkrete Formen anNächste Generation der KI-Gewinner: KI schafft neue Marktführer – worauf Anleger achten müssenFixed-Income-Ausblick von Columbia Threadneedle Investments: En...

This Is The Chart That Jensen Huang Does Not Want You To See In October 2025, while the world and his pet rabbit was buying anything-AI with both hands and feet, we were the first to warn that "AI Is Now A Debt Bubble Too, Quietly Surpassing All Banks To Become The Largest Sector In The Market"... ...as the world began to wake up to the negative free cash flow implications of the unprecedented CapEx spend required to achieve AI-Utopia... and therefore the need to fund that via debt (and equity)... The poster-child at the time was Oracle, which had seen its stock explode higher on the back of the latest circular-financing deal involving OpenAI and NVDA, "The dissonance between ORCL equity dreamers and credit realists is dramatic to say the least." With the interconnected web of reacharound deals growing more and more complex... to keep the dream alive. Following our exposé, several in the mainstream media started picking up on this - including CNBC's David Faber - but as A...

Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week lows, but each stock tells a completely different story about why the gap between price and target has grown so wide....

Einige Aktien zählen laut Analysten zu den aussichtsreichsten Wachstumswerten am US-Markt. Trotz Risiken sehen die Experten ein Kurspotenzial von mehr als 60 Prozent....

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Oracle was one of the hottest AI stocks just nine months ago -- now it's down more than 63%. What gives?...

MISSION VIEJO, Calif., July 27, 2026 /PRNewswire/ -- Trevera Solutions, Inc. today announced the launch of advanced Project Enablement capabilities designed to enhance the delivery, scalability, and performance of enterprise systems integration—particularly across Oracle-based......

Oracle has significant debt, and one of its top customers might struggle to meet its obligations....

Der Absturz der Oracle-Aktie hat Larry Ellison binnen weniger Monate Milliarden gekostet, aus Gründen, die tiefer reichen als ein einzelner Kurschart....

Moody's Ratings warned that artificial intelligence infrastructure is eroding the free cash flow of hyperscale cloud service providers including Alphabet Inc. (GOOG.US), Amazon.com, Inc. (AMZN.US), Oracle Corporation (ORCL.US), Meta Platforms, Inc. (META.US), CoreWeave, Inc. (CRWV.US) and Microsoft Corporation (MSFT.US), while i......

A 10-year award covering the entire U.S. military landed on a stock that has stopped caring about contracts....

Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matter far beyond the entertainment industry....

Alphabet, Amazon, Meta, Microsoft und Oracle investieren fast 800 Milliarden US-Dollar in KI. Die Cashflows geraten unter Druck. Der Boom wird zunehmend mit Schulden, Aktien und Leasing finanziert....