247wallst.com · 4 jul

$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

Three companies. One buildout.

seekingalpha.com · 4 jul

Oracle: Positioned For Success, Priced For Failure

Oracle is reiterated as a buy, with robust AI-driven growth, strong demand, and a multiyear low valuation supporting the thesis. Cloud Infrastructure growth accelerated to 93% YoY, offsetting a slowdown in Cloud Applications and demonstrating continued strong demand and justified CapEx. FY2027 guidance calls for $90 billion in revenue (+34% YoY) and $8.05 non-GAAP EPS (+18%), with temporary gross margin pressure from data center ramp-up.

barrons.com · 3 jul

Oracle Stock Is on Longest Losing Streak Since 2021 and Analysts Are Screaming 'Buy'

The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.

247wallst.com · 2 jul

Oracle Stock Crashed Again, Thanks in Part to OpenAI — Why It's a Golden Opportunity to Buy

Oracle (NASDAQ:ORCL | ORCL Price Prediction) shareholders can't seem to catch a break with the stock crashing close to 43% off its year-to-date peak of $248 and change.

forbes.com · 2 jul

Is The Market Ignoring The True Scale Of Oracle's AI Expansion?

This article was written by Doug Nathman, with research by his team at Trefis.

fool.com · 2 jul

This AI Infrastructure Company Has a $638 Billion Backlog and Is Trading Near an 18-Month Low

Oracle has massive contracts with OpenAI, Meta Platforms, and other tech giants. It is investing heavily to meet its obligations, burning through its cash flow, and adding debt.

investorplace.com · 2 jul

As America Turns 250, Here’s Why I’m More Bullish Than Ever

America 250 is a reminder of U.S. economic strength - and why AI infrastructure stocks may lead the next growth wave.

fool.com · 1 jul

GitLab vs. MongoDB: Which Technology Stock Is a Better Buy in 2026?

Both GitLab and MongoDB saw robust revenue growth in 2026, but their paths to profitability and risk profiles reveal key differences for investors.