Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that should allow it to achieve its goals.
Oracle has soared this year, thanks to demand from the big three cloud companies. The company expects cloud infrastructure revenue to reach $144 billion by 2030.
We purchased several new fund holdings across various sectors. Sempra has been shifting its strategic focus from its highly regulated California operations to its growing presence in Texas. Regeneron in our view has a strong balance sheet and a robust product pipeline.
Oracle stock (NYSE: ORCL) recently dropped 10% in a week, a decline attributed to investor concern over the high costs and potential margin pressure from its aggressive expansion into the AI cloud infrastructure business. Despite this volatility, Oracle, along with Salesforce (NYSE: CRM), directly competes with Synopsys (NASDAQ:SNPS) in the Application Software sector.
From the field to the front desk, Oracle Payments delivers a connected, cohesive embedded payments platform for restaurant, sports & entertainment, hospitality, and healthcare organizations AUSTIN, Texas and SAN FRANCISCO , Oct. 23, 2025 /PRNewswire/ -- Global enterprises continue to trust their embedded finance needs to Oracle Payments, powered by Oracle partner Adyen. Today, more than 2,550 o...
Ascent Wealth Partners sold 26,178 shares of Oracle, an estimated $6.64 million reduction based on the quarterly average price for the period ended September 30, 2025. The trade represents 0.8% of Ascent's 13F reportable assets under management.
The planned $15 billion campus in Port Washington, Wisc., is part of OpenAI and Oracle's previously-announced plan to deliver up to 4.5 gigawatts of additional Stargate capacity.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.