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Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says the boom is already paying off, the other says the financing has quietly gone off the rails.

Tencent signs a $7 billion Oracle lease for 100,000 AI chips in Southeast Asia, boosting AI models and agentic tools.

The Chinese tech giant agreed to a five-year lease across multiple Oracle data centers in Southeast Asia, with an upfront payment of about 30%

Tencent’s $7B Oracle lease gives it access to 100,000 advanced AI chips overseas amid U.S. export controls.

Oracle’s Project Jupiter data center in New Mexico stayed on schedule after flooding, easing disruption fears for the $18B AI project—read the update now.

Investing.com-- Tencent signed a $7 billion lease deal with Oracle to gain access to about 100,000 advanced artificial intelligence chips, as the Chinese internet giant races to catch up in the AI race, the Financial Times reported on Thursday.

Oracle (ORCL) stock faces rising risk from heavy capex, debt, and OpenAI reliance as rates climb. Read here for a detailed analysis.

Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.

In late September 2026, Oracle unveiled Fusion Claw, a governed agentic execution runtime that powers 25 new AI-driven enterprise applications and new financial-crime compliance tools designed to automate complex workflows while preserving tight governance and auditability. The launch highlights Oracle’s push to blend AI reasoning with deterministic enterprise computation, aiming to make “systems of outcomes” a core layer of its business software rather than just adding AI features at the...

HPE stock has surged 165% in 2026 amid merger synergies with Juniper as well as AI data center opportunities involving AMD and Oracle.

Meredith Whitney said there are signs that even high earners are starting to pull back on spending due to higher gas prices.

Oracle Corp. (NYSE:ORCL) shares fell 1.

Trading at a steep discount to peers, Oracle offers an asymmetric risk/reward as it emerges as the 4th major cloud hyperscaler. I rate ORCL stock as a strong buy.

Morgan Stanley sees substantial upside in Oracle shares but wants more evidence that its massive AI infrastructure spending can deliver stronger margins.

Oracle stock trades down near $137 key support. Discover ORCL’s technical analysis, moving averages, and premarket price action.

Oracle's stock cratered as its spending soared, but Wall Street still sees a path back to strong gains by 2028.

Meta Platforms is rated Sell due to overvalued AI monetization, worsening Reality Labs losses, and imminent negative FCF from heavy capex. Learn more about META stock here.

Oracle's rising bond yields do not mean that the AI trade is dead.

The two software businesses today cost around the same. So which stock's price is harder to live up to?

Oracle is experiencing the growing pains that come with rapid development.

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 4.2% in the afternoon session after the company announced the introduction of Oracle Fusion Claw to expand its artificial intelligence applications and launched new compliance tools for financial institutions.

Oracle regained momentum after last week's force majeure, with 25 new agentic AI applications, today, Sept. 29, 2026.

NetApp has announced major alliance expansions with enterprise leaders SAP, Oracle, and Supermicro to power data-intensive AI workloads and streamline hybrid cloud operations.

SAN JOSE, Calif. & AUSTIN, Texas, September 29, 2026--NetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, and Oracle today announced a new fully managed storage service that brings enterprise-grade NetApp storage natively to Oracle Cloud Infrastructure (OCI). The service will bring NetApp ONTAP® data management capabilities natively to OCI to help organizations simplify the migration and management of critical AI and enterprise workloads in the cloud.

Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to close to $70 billion .

Oppenheimer places Oracle among software vendors exceeding $1 billion in AI business, but customers now demand measurable returns.

Oracle surged while its two closest agentic AI rivals slid into the red, and the gap comes down to one product launch that claims to change how enterprises run their most critical workflows.

ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite heavy capital spending.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

ORCL stock sees volatility as OpenAI halts GPT-6.1 Astra. Explore how Project Jupiter delays & OpenAI dependence create risk for Oracle.

Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall Street has not yet answered.

Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

ACAMS The Assembly -- Oracle Financial Services today expanded its financial crime and compliance management portfolio with the availability of Oracle Nexus Case Flow and Oracle Nexus Reach for financial crime investigations. The solutions deliver new agentic AI capabilities that enable financial institutions to more easily manage the growing volume of alerts and cases while better controlling compliance costs and investigative capacity.