Oracle's stock appears to be on a roller-coaster as various factors come into play. There's an evident bullish sentiment from
Wells Fargo as AI concerns ease while questioning its growth potential among investors.
AI buildout and
massive lease commitments are commanding attention. A major talking point is Oracle's hefty
$50 billion AI Capex causing anxiety amidst its
TikTok JV tailwind and aspirations in a $144 billion cloud dream. Oracle has entered a joint venture to acquire stake in TikTok, causing speculative responses.
Canoe Financial and
Davenport & Co raised and hold significant stocks in Oracle, while
Goldman Sachs has trimmed price target to $220 from $320. There's growing concern over Oracle's hefty investment in AI and its risky OpenAI relationship. Meanwhile, Oracle's cloud revenue witnessed substantial growth in Q2 2026 despite capital challenges.
Jim Cramer's polarized comments about Oracle indicates uncertain market dynamics. The commitment to AI indicates Oracle's aim to stay innovative. However, setbacks with delayed data center build-ups and rumoured financial difficulties have rocked the boat.
Oracle Corp ORCL News Analytics from Wed, 12 Nov 2025 08:00:00 GMT to Sat, 27 Dec 2025 15:18:10 GMT -
Rating 2
- Innovation 6
- Information 5
- Rumor -5
