Oracle is executing a bold transformation that leverages its database core while supplying data center infrastructure. It's also ramping up internal cloud and application products. Growth is fueled by major AI/cloud contracts and acquisitions, while high capex, debt, and a large backlog raise investor concerns. Cloud infrastructure revenue surged 66% to $4.1B in Q2 2026, with GPU-related revenu...
The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding ...
Anthropic released plugins for its Claude Cowork AI agent the company claims can automate dozens of tasks, including plugins for customer service, product management, marketing, legal and data analysis, among others. Anthropic said the tools can generate financial statements, research sales prospects, prep for sales calls, draft customer support responses and assess non-disclosure agreements, a...
Lumeo Regional Health Information System will leverage Oracle Health's voice-enabled, note generation technology to streamline clinical documentation and enhance care delivery AUSTIN, Texas, Feb. 4, 2026 /PRNewswire/ -- Lumeo Regional Health Information System (Lumeo RHIS) in Southeastern Ontario has selected Oracle Health Clinical AI Agent for a pilot project to streamline clinical documentati...
Oracle Corporation is executing a $50 billion capital raise to fund major AI data center projects and address market concerns over funding risks. ORCL's AI-driven growth is underappreciated, with revenue forecast to surge from $57 billion in FY25 to $225 billion in FY30 and EPS tripling. Despite $108 billion in debt and negative free cash flow from heavy capex, ORCL generates strong operating c...
Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below historical averages through 2029F, recovering post-2030F as data center ramp-up normalizes. Despite margin compression and debt risk, accelerating AI demand, SaaS portfolio growth, and multi-cloud strat...
Enables retail banks to elevate customer experiences and operational efficiency, helping position them for leadership in the new landscape of intelligent, AI-first banking NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Oracle Financial Services Summit -- Oracle Financial Services is transforming banking with an enterprise-class suite of AI-infused applications, design tools, frameworks and pre-built AI...
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