Jim Cramer Says Oracle Doesn't 'Live Or Die' On OpenAI

The rise of Gemini in a battle against OpenAI could impact a future backlog for Oracle. Here's what Jim Cramer had to say.

Oracle's new capacity lags behind competitors, says Rothschild's Haissl

CNBC's "The Exchange" team discusses Oracle's stock performance amid the AI race with Alex Haissl of Rothschild & Co Redburn.

Morgan Stanley warns Oracle its credit protection nearing record high

A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...
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Here’s Why Oracle Is Not the Next Nvidia

Oracle (NYSE:ORCL) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism around its AI pivot. Momentum exploded with the June announcement of the ...

Better AI Stock to Buy Right Now: Nvidia vs. Oracle

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...

Morgan Stanley Warns Oracle Credit Protection Nearing Record High

A gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 ...