The cloud computing competitor trades for a lower valuation than its bigger peers.

Oracle (ORCL), a technology industry leader, positions itself formidably in the AI infrastructure market, but the stock is richly valued. Despite a high price-to-earnings ratio, my valuation analysis ...

Oracle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The cloud-computing company’s revenue and operating ...

Oracle's stock is at all-time highs, driven by strong enterprise and AI-related cloud growth. Cloud revenue is a major growth engine, but current valuation appears stretched relative to fundamentals.

Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't ...

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes ...