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What Wall Street analysts expect from Oracle earnings due after Wednesday's close
JPMorgan, which has a neutral rating on Oracle, believes management may provide a diversified list of reputable customers that could ease pressure on the stock.
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cnbc.com
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
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Oracle set to report quarterly results after the bell
Oracle's hefty infrastructure costs and rising debt load have weighed on the stock in the past few months.
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What Wall Street analysts expect from Oracle earnings due after Wednesday's close
JPMorgan, which has a neutral rating on Oracle, believes management may provide a diversified list of reputable customers that could ease pressure on the stock.
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fortune.com
Oracle earnings may not be enough to assuage debt, AI deal fears | Fortune
Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high.
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Wall Street is disappointed and confused by Oracle's report. Where they see the stock going
Analysts across the board cut their price targets on Oracle, but ultimately remained bullish on the company in the long term despite some near-term friction.
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Rotation away from AI trade may continue after Oracle earnings dud, Fed decision
The gains of the last several years could broaden out to other sectors.
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Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.