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Oracle HR Cloud Deal Signals Growing Government Role And Valuation Debate
Simply Wall St.57d agoneutral
Oracle HR Cloud Deal Signals Growing Government Role And Valuation Debate

Oracle (NYSE:ORCL) has secured a U.S. government contract to overhaul government-wide HR systems with its cloud platform. The award expands Oracle's federal footprint beyond earlier AI policy work and positions its cloud services at the core of HR modernization efforts. The deal highlights Oracle's role in U.S. government digital transformation, rather than focusing on earnings, price targets, or AI infrastructure spending. For investors tracking NYSE:ORCL, this contract adds a fresh data...

Oracle beats on Q4 earnings & revenue, but cloud sales disappoint
Yahoo Finance Video57d agobullishVIDEO
Oracle beats on Q4 earnings & revenue, but cloud sales disappoint

Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.

Big Tech is dragging the S&P 500 lower in June
Yahoo Finance Video57d agoneutralVIDEO
Big Tech is dragging the S&P 500 lower in June

Big Tech stocks are having a rough go of it in June as the Magnificent Seven drags the broader market down with it (^DJI, ^IXIC, ^GSPC). Yahoo Finance Markets and Data Editor Jared Blikre examines how the S&P 500's losses are concentrated at the top of the AI trade, also taking a closer look at Oracle's (ORCL) fourth quarter earnings expectations.

Oracle stock gets shocking Wall Street verdict before earnings
TheStreet57d agoneutral
Oracle stock gets shocking Wall Street verdict before earnings

Oracle (ORCL) heads into its next earnings release on June 10 with plenty of reasons for investors to be concerned. The company has become one of Wall Street’s greatest bets on artificial intelligence infrastructure, but that has also elevated the stakes. Oracle is pouring money into growing its ...

Oracle awarded US contract to provide government-wide HR software
Reuters57d agoneutral
Oracle awarded US contract to provide government-wide HR software

President Donald Trump's administration has awarded Oracle a contract to provide a ‌U.S. government-wide HR platform, according to a statement, making ‌the company a partner in its effort to overhaul federal technology systems. Oracle will ​provide a cloud-based HR platform to replace the individual systems of agencies, Office of Personnel Management Director Scott Kupor said in a statement on Wednesday. OPM is the federal government's HR office. ‌OPM did not provide ⁠the total value of the contract.

Did The Market Panic On Oracle’s Best Signal?
Trefis57d agoneutral
Did The Market Panic On Oracle’s Best Signal?

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

Citi Sees the S&P 500 Hitting 8,100 – 2 ‘Strong Buy’ AI Stocks It Says Could Surge Alongside It
TipRanks57d agobullish
Citi Sees the S&P 500 Hitting 8,100 – 2 ‘Strong Buy’ AI Stocks It Says Could Surge Alongside It

First-quarter earnings season is now in the rearview mirror, and with the second quarter entering its final stretch, investors are beginning to focus on what comes next. One theme, however, continues to dominate the market narrative: AI.Introducing TipRanks MCP for Agents Deliver institutional-grade market data directly into Claude, ChatGPT, Cursor, and other MCP-compatible AI tools. Designed for personal research, portfolio monitoring, and AI-assisted investment workflows. AI has already been a

Is Vistra Corp. (VST) A Good Stock To Buy Now?
Insider Monkey57d agobullish
Is Vistra Corp. (VST) A Good Stock To Buy Now?

Is VST a good stock to buy? We came across a bullish thesis on Vistra Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on VST. Vistra Corp.’s share was trading at $146.22 as of June 9th. VST’s trailing and forward P/E were 24.45 and 16.03 respectively according to Yahoo Finance. […]

Is Microsoft Stock Too Cheap To Ignore?
Trefis57d agoneutral
Is Microsoft Stock Too Cheap To Ignore?

Microsoft (MSFT) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.

Is DNOW (DNOW) The Best Non-AI Stock to Buy Now?
Insider Monkey57d agobullish
Is DNOW (DNOW) The Best Non-AI Stock to Buy Now?

We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. DNOW Inc. (NYSE:DNOW) ranks #10 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $43,174,000 DNOW Inc. (NYSE:DNOW) is a distributor of energy and industrial products, spun off from National Oilwell Varco in […]

Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video57d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

Investing.com57d agoneutral
Crusoe campus delay not a sign of AI demand weakness: Analyst

Investing.com -- Artificial intelligence-related stocks remained under pressure this week as investors grappled with concerns about AI infrastructure spending, but one analyst argues that the market may be misinterpreting the significance of a high-profile project delay.

How To Earn $500 A Month From Oracle Stock Ahead Of Q4 Earnings
Benzinga57d agoneutral
How To Earn $500 A Month From Oracle Stock Ahead Of Q4 Earnings

Oracle Corporation will release earnings for its fourth quarter after the closing bell on Wednesday, June 10. Analysts expect the company to report quarterly earnings of $1.96 per share, up from $1.70 per share in the year-ago period. The consensus...