{"ticker": {"uuid": "9c21987c-6082-4885-ae49-961c4083e962", "symbol": "ORCL01", "name": "Oracle Corporation", "exchange": "SET", "country": "TH", "sector": "Technology", "industry": "Software - Infrastructure"}, "charts": {"tiers": [{"count": 162, "label": "Direct company coverage"}, {"count": 0, "label": "Industry context"}, {"count": 0, "label": "Sector context"}], "events": [{"count": 96, "label": "Earnings"}, {"count": 19, "label": "Market update"}, {"count": 17, "label": "Balance sheet"}, {"count": 13, "label": "Analyst action"}, {"count": 9, "label": "Deals and strategy"}, {"count": 4, "label": "Macro sensitivity"}, {"count": 2, "label": "Regulatory and legal"}, {"count": 2, "label": "Guidance"}], "sources": [{"label": "finance.yahoo.com", "count": 140}, {"label": "seekingalpha.com", "count": 6}, {"label": "GuruFocus.com", "count": 2}, {"label": "Simply Wall St.", "count": 2}, {"label": "Trefis", "count": 2}, {"label": "Motley Fool", "count": 2}, {"label": "24/7 Wall St.", "count": 1}, {"label": "Insider Monkey", "count": 1}]}, "insights": [{"text": "Balanced news tone", "tone": "neutral", "label": "Weighted tone", "value": "57/100"}, {"text": "47.66 effective stories after overlap and weighting.", "tone": "neutral", "label": "Evidence confidence", "value": "61/100"}, {"text": "News tone and price action are not far from neutral.", "tone": "neutral", "label": "Market reaction", "value": "Balanced read"}, {"text": "81/100 evidence concentration around this catalyst.", "tone": "neutral", "label": "Primary event", "value": "Earnings"}, {"text": "91% of weighted evidence is company-specific.", "tone": "positive", "label": "Company focus", "value": "162"}, {"text": "lower dispersion means the independent stories agree more closely.", "tone": "neutral", "label": "Evidence agreement", "value": "21/100"}, {"text": "+3.7% over one week, +4.3% over four weeks, trend inactive, and near fair-value range.", "tone": "negative", "label": "Trend context", "value": "Trend inactive"}, {"text": "Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS", "tone": "neutral", "label": "Latest direct headline", "value": "Neutral"}], "classifier": {"events": [{"count": 96, "event": "earnings", "label": "Earnings", "weight": 53.8}, {"count": 19, "event": "general", "label": "Market update", "weight": 10.68}, {"count": 17, "event": "liquidity", "label": "Balance sheet", "weight": 9.5}, {"count": 13, "event": "analyst", "label": "Analyst action", "weight": 7.35}, {"count": 9, "event": "deals", "label": "Deals and strategy", "weight": 5.0}, {"count": 4, "event": "macro", "label": "Macro sensitivity", "weight": 2.25}], "pipeline": {"status": "partial", "providers_attempted": 3, "providers_with_results": 2, "raw_articles": 299, "unique_stories": 256, "duplicates_removed": 43, "relevant_stories": 162, "matched_archive_stories": 146, "current_evidence": 81, "direct_evidence": 162, "archive_articles": 119, "durable_story_count": 157, "durable_evidence_used": true, "durable_collected_at": "2026-09-16T22:09:39.565563+00:00"}, "confidence": 81, "primary_event": "earnings", "primary_label": "Earnings", "negative_events": 24, "positive_events": 57}, "updated_at": "2026-09-17T13:59:52.939664+00:00", "total_unique": 163, "total_fetched": 163, "interpretation": {"tone": "neutral", "label": "Balanced read", "risks": [], "badges": [], "summary": "News tone and price action are not far from neutral.", "confidence": 60, "event_label": "Earnings", "opportunities": [], "classification": "balanced", "sentiment_word": "balanced"}, "market_context": {"trend_tone": "negative", "latest_week": "2026-09-11", "trend_label": "Trend inactive", "latest_close": 3.36, "trend_signal": "0", "one_week_move": 3.7, "reaction_tone": "positive", "fair_value_gap": 2.2, "four_week_move": 4.3, "reaction_label": "Price confirming higher", "fair_value_tone": "neutral", "market_dynamics": -0.26837, "market_sentence": "+3.7% over one week, +4.3% over four weeks, trend inactive, and near fair-value range.", "fair_value_label": "Near fair-value range", "twelve_week_move": -9.9, "relative_strength": null, "has_market_context": true, "expectation_direction": "undecided", "expectation_probability": 54.798, "market_dynamics_buy_signal": false}, "total_relevant": 162, "pipeline_health": {"status": "partial", "providers_attempted": 3, "providers_with_results": 2, "raw_articles": 299, "unique_stories": 256, "duplicates_removed": 43, "relevant_stories": 162, "matched_archive_stories": 146, "current_evidence": 81, "direct_evidence": 162, "archive_articles": 119, "durable_story_count": 162, "durable_evidence_used": true, "durable_collected_at": "2026-09-17T13:59:52.939664+00:00"}, "sentiment_summary": {"tone": "neutral", "label": "Balanced news tone", "score": 57, "total": 163, "neutral": 81, "negative": 24, "positive": 57, "raw_score": 58, "confidence": 61, "dispersion": 21, "story_count": 162, "window_days": 30, "direct_share": 91, "source_count": 6, "score_version": "evidence-v10", "evidence_count": 81, "evidence_status": "measured", "information_mass": 4.787, "weighting_method": "event-aware exponential freshness decay", "newest_article_at": "2026-09-17T13:30:00+00:00", "direct_story_count": 162, "effective_articles": 47.66, "sector_story_count": 0, "direct_source_count": 6, "industry_story_count": 0, "source_concentration": 0.8771, "directional_story_count": 81}, "articles": [{"url": "https://finance.yahoo.com/technology/articles/argano-advances-oracle-cloud-capabilities-133000286.html", "tier": "direct", "title": "Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS", "topics": ["AI Transformation", "M A", "Oracle Cloud", "Product Lifecycle Management", "Supply Chain Management"], "summary": "Fourteenth acquisition since launch of Argano's 2025-2026 strategic growth initiative expands Oracle Cloud capabilities across the product and supply chain lifecycle PLANO, Texas, September 17, 2026--(BUSINESS WIRE)--Argano, the world's first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of GoSaaS, Inc. (\"GoSaaS\"), an Oracle-focused consulting firm. GoSaaS's expertise in the Digital Thread, with a focus on product lifecycle management", "age_days": 0.0, "is_stale": false, "sentiment": "neutral", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/argano-advances-oracle-cloud-capabilities-133000286.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:30:00+00:00", "tone_signals": ["Business expansion"], "company_focus": 1.0, "freshness_pct": 99.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.097363, "influence_label": "None", "event_confidence": 77, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "17 Sep 2026 13:30", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-shares-climb-despite-layoffs-132018270.html", "tier": "direct", "title": "Oracle Shares Climb Despite Layoffs as $30 Billion AI Deals Fuel Growth", "topics": ["Artificial Intelligence", "Free Cash Flow", "Restructuring", "Workforce Reduction"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares climbed more than 2% on early Thursday after gaining a similar amount a day earlier, as investors weighed continued workforce reductions against the company's expanding artificial intelligence infrastructure spending. The latest cuts follow a broader reduction in Oracle's workforce. Company filings show headcount declined by about 21,000 employees, or 13%, during the fiscal year ended May 31. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF ", "age_days": 0.0, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-shares-climb-despite-layoffs-132018270.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:20:18+00:00", "tone_signals": ["Operational disruption", "Positive market reaction", "Large positive market reaction"], "company_focus": 0.78, "freshness_pct": 99.7, "sentiment_pct": 47, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.112238, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "17 Sep 2026 13:20", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-stock-rises-investors-look-131651153.html", "tier": "direct", "title": "Oracle stock rises as investors look past layoffs to its AI backlog", "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "This article first appeared on GuruFocus. Software and cloud computing giant Oracle Corp. (ORCL, Financials) is getting a feel for just how costly the AI boom can be. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart But the corporation is shedding employment while spending billions on the data centers needed to keep up with the surging demand for artificial intelligence. Wall Street thus far seems willing to make that trade-off. Shares of Oracle jumped more than 2% in Thursday premarket trade, ad", "age_days": 0.0, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-stock-rises-investors-look-131651153.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:16:51+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 99.6, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.145584, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 56, "published_display": "17 Sep 2026 13:16", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-beats-q1-estimates-ai-145600447.html", "tier": "direct", "title": "Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Revenue Growth", "Share Price"], "summary": "Oracle ORCL kicked off fiscal 2027 on a strong note, topping Wall Street's revenue and earnings expectations for the first quarter as artificial intelligence (AI)-driven cloud demand continued to accelerate. The results reinforced the narrative that Oracle's massive infrastructure buildout is translating into real, recognized revenues, even as the company continues to spend heavily to keep pace with surging customer demand for AI compute capacity worldwide. For investors weighing whether to add to positions, hold existing shares, or wait patiently for a more attractive entry point, the fundame", "age_days": 1.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-beats-q1-estimates-ai-145600447.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T14:56:00+00:00", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "freshness_pct": 87.5, "sentiment_pct": 78, "evidence_basis": "archived_article", "evidence_share": 2.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.139595, "influence_label": "High", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 66, "published_display": "16 Sep 2026 14:56", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.9"}, {"url": "https://finance.yahoo.com/m/2690ea9e-b4f9-3dfa-974e-d782711dcd2e/why-openai%E2%80%99s-%241.2-trillion.html", "tier": "direct", "title": "Why OpenAI\u2019s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom", "topics": [], "summary": "Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries. Continue Reading", "age_days": 1.0, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/2690ea9e-b4f9-3dfa-974e-d782711dcd2e/why-openai%E2%80%99s-%241.2-trillion.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T13:54:00+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 70.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.025329, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "16 Sep 2026 13:54", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-invested-oracle-123500522.html", "tier": "direct", "title": "Prediction: $1,000 Invested in Oracle Stock Could Be Worth This Much by 2030", "topics": ["AI", "Cloud Computing", "Restructuring", "Shareholder", "Tech"], "summary": "On the surface, Oracle (NYSE: ORCL) is the type of company you would expect to benefit tremendously from the generative artificial intelligence (AI) boom. It provides the computing power and data storage vital for running and training these complex algorithms. But while its stock captured some gains early in the AI era, it has more recently lagged behind other AI infrastructure stocks. Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame", "age_days": 1.1, "is_stale": false, "sentiment": "positive", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-invested-oracle-123500522.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T12:35:00+00:00", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 0.78, "freshness_pct": 69.3, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.059239, "influence_label": "Medium", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 46, "published_display": "16 Sep 2026 12:35", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.2"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-cfo-hilary-maxson-addresses-120343796.html", "tier": "direct", "title": "Oracle CFO Hilary Maxson addresses layoffs at first company meeting", "topics": ["Artificial Intelligence", "Capital Expenditure", "Enterprise Software", "Layoffs", "Restructuring"], "summary": "Oracle Chief Financial Officer Hilary Maxson told employees on Tuesday that the company's latest round of layoffs should not be understood as a directive to do more with fewer resources, according to Business Insider, which reviewed a recording of the remarks. \"I don't mean doing more with less, which is a phrase that I really, really don't like,\" Maxson said. \"It means simplifying processes that don't help customers and making clear choices on where we're going to use our resources where they have the greatest impact.\" The comments came during Maxson's first companywide meeting since joining ", "age_days": 1.1, "is_stale": false, "sentiment": "negative", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-cfo-hilary-maxson-addresses-120343796.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T12:03:43+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 68.8, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.065938, "influence_label": "Medium", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 51, "published_display": "16 Sep 2026 12:03", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.4"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/664-billion-backlog-oracle-sends-150700938.html", "tier": "direct", "title": "After $664 billion backlog, Oracle sends shocking message to staff", "topics": ["AI", "Balance Sheet", "Cloud", "Credit", "Debt", "Free Cash Flow"], "summary": "Oracle just proved that even a company sitting on one of the largest sales backlogs in tech history is not immune to hard choices about headcount. Employees who thought the worst of the cuts were behind them are finding out otherwise. The pattern is becoming familiar at this point. Oracle keeps pouring tens of billions of dollars into AI data centers, and every few months, another wave of job cuts follows close behind to help pay for it. Oracle has started a new round of layoffs The termination notices landed the way they usually do at Oracle now, short, formal, and final. \"After careful consi", "age_days": 2.0, "is_stale": false, "sentiment": "negative", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/664-billion-backlog-oracle-sends-150700938.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T15:07:00+00:00", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "freshness_pct": 82.4, "sentiment_pct": 43, "evidence_basis": "archived_article", "evidence_share": 2.7, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.128559, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 46, "published_display": "15 Sep 2026 15:07", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.7"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-adds-700-million-cost-143021878.html", "tier": "direct", "title": "Oracle Adds $700 Million to the Cost of its AI Transformation", "topics": ["AI", "Cloud", "Debt", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization. Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational tran", "age_days": 2.0, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-adds-700-million-cost-143021878.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:21+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 82.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.052172, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 14:30", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-massive-opportunity-hiding-plain-143001364.html", "tier": "direct", "title": "Oracle Has a Massive Opportunity Hiding in Plain Sight", "topics": ["AI", "Capex", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Quick Read ORCL trades at just 15x forward earnings despite 121% cloud infrastructure growth and $664B in remaining performance obligations. Oracle's $90-95B capex guidance and negative $5B free cash flow spooked investors accustomed to a cash-generative software business. Hitting $350 requires a 144% gain and a re-rating to 36x forward earnings, hinging on RPO conversion and sustained EPS beats through 2028. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle (NYSE:ORCL) just delivered a fiscal Q1 that should have sent shares to new hig", "age_days": 2.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-massive-opportunity-hiding-plain-143001364.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:01+00:00", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "freshness_pct": 76.0, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.069723, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 14:30", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-releases-java-27-strengthens-143000463.html", "tier": "direct", "title": "Oracle Releases Java 27 and Strengthens Post-Quantum Cryptography Support", "topics": ["AI", "Cloud", "Java", "Microservices", "Post Quantum Cryptography"], "summary": "New release delivers nine JDK Enhancement Proposals to boost developer productivity and improve application performance while strengthening Java's post-quantum cryptography and AI capabilities Release offers JavaFX 27 to help developers build interactive user experiences, and Helidon 27 for the development of lightweight microservices JDK 28 early access previews upcoming Java innovations, including Project Valhalla AUSTIN, Texas, Sept. 15, 2026 /PRNewswire/ -- Oracle today announced the availability of Java 27, the latest version of the world's number one programming language and development ", "age_days": 2.0, "is_stale": false, "sentiment": "positive", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-releases-java-27-strengthens-143000463.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 50.4, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.037348, "influence_label": "Medium", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 38, "published_display": "15 Sep 2026 14:30", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.8"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-bulls-look-optimistic-133004310.html", "tier": "direct", "title": "Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?", "topics": ["Analyst Coverage", "Brokerage Recommendations", "Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target"], "summary": "Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Oracle (ORCL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculat", "age_days": 2.0, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-bulls-look-optimistic-133004310.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T13:30:04+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 62.7, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.056133, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "15 Sep 2026 13:30", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-corporation-orcl-trending-stock-130006051.html", "tier": "direct", "title": "Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It", "topics": ["Consensus Estimate", "Earnings", "Earnings Estimate", "Earnings Growth", "Intrinsic Value", "Present Value"], "summary": "Oracle (ORCL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this software maker have returned -1.3% over the past month versus the Zacks S&P 500 composite's -2% change. The Zacks Computer - Software industry, to which Oracle belongs, has gained 1% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually m", "age_days": 2.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-corporation-orcl-trending-stock-130006051.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T13:00:06+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 75.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.044079, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 13:00", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-sank-earnings-buy-100500633.html", "tier": "direct", "title": "Oracle Stock Sank After Earnings -- Is It a Buy?", "topics": ["AI", "Cloud Computing", "Debt", "Earnings", "Earnings Growth", "Earnings Per Share"], "summary": "Oracle (NYSE: ORCL) stock reported its latest quarterly report after the market closed on Sept. 10, and wound up falling 1.7% in the next day of trading. While the stock had been up as much as 8.5% in the daily session following the earnings report, it couldn't hold on to its gains. Meanwhile, the S&P 500 and the Nasdaq Composite each closed out the day up 0.9%. After a run of sell-offs in the week, investors responded positively to the latest Consumer Price Index (CPI) inflation report from the Bureau of Labor Statistics and bought back into stocks even amid higher expectations that the Feder", "age_days": 2.2, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-sank-earnings-buy-100500633.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T10:05:00+00:00", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "freshness_pct": 74.1, "sentiment_pct": 38, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.076335, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 47, "published_display": "15 Sep 2026 10:05", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.6"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-buildout-strategy-stretching-221506199.html", "tier": "direct", "title": "Is Oracle\u2019s AI Buildout Strategy Stretching Its Balance Sheet Too Far for (ORCL) Investors?", "topics": ["AI Infrastructure", "Cloud Computing", "Dividends", "Earnings", "Restructuring"], "summary": "In recent days, Oracle reported strong fiscal first-quarter 2027 results, raised its full-year revenue outlook to at least US$90 billion, expanded its AI health and cloud partnerships, affirmed dividends on common and preferred stock, and simultaneously moved to cut more jobs while taking on additional debt to fund AI data center buildouts. Adding to the mixed signals, Executive Chair Larry Ellison abruptly canceled a previously disclosed plan to sell up to 50 million Oracle shares worth about US$7.5 billion, even as investors weigh the benefits of a US$664 billion AI-related backlog against r", "age_days": 2.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-buildout-strategy-stretching-221506199.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T22:15:06+00:00", "tone_signals": ["Guidance raised"], "company_focus": 0.78, "freshness_pct": 69.2, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.7, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.080497, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 42, "published_display": "14 Sep 2026 22:15", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.7"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-oracle-backlog-wall-203907436.html", "tier": "direct", "title": "Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash", "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Per Share", "Free Cash Flow", "Price Target"], "summary": "On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings. Revenue rose 30% to $19.3 billion, above the $19.14 billion analysts expected, and non-GAAP earnings per share came in at $1.92 versus a $1.74 estimate. Cloud revenue jumped 62% to $11.6 billion, with cloud infrastructure growing 121%. Oracle Corporation (NYSE:ORCL) shares rose as much as 7.8% the next day before closing about 2% lower, highlighting investor concerns that a recovery in cash flow remains some way off.Oracle (ORCL): Oracle", "age_days": 2.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-oracle-backlog-wall-203907436.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T20:39:07+00:00", "tone_signals": ["Beat expectations", "Large positive market reaction", "Improving financial comparison", "Operating growth"], "company_focus": 0.78, "freshness_pct": 68.6, "sentiment_pct": 73, "evidence_basis": "archived_article", "evidence_share": 2.8, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.134942, "influence_label": "High", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 59, "published_display": "14 Sep 2026 20:39", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.8"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-slashes-jobs-ai-ambitions-185911807.html", "tier": "direct", "title": "Oracle slashes jobs as AI ambitions pile on debt", "topics": ["AI", "Cloud Computing", "Debt", "Layoffs"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials), the enterprise software and cloud computing major, has begun another wave of layoffs amid its AI expansion that increases the stakes on costs and borrowing.The new cuts began on Monday, Business Insider said, citing affected staff and an internal email. Some teams had been gearing up for double-digit percentage cuts.The cuts are part of a much wider workforce reset. Oracle's headcount declined by 21,000, or 13 percent, in the fiscal year ending May 31.The corporation had roughly 141,000 workers before the latest round. ", "age_days": 2.8, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-slashes-jobs-ai-ambitions-185911807.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T18:59:11+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 75.8, "sentiment_pct": 45, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.083009, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 18:59", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/economy/policy/articles/tax-predictions-oracle-layoffs-more-162004370.html", "tier": "direct", "title": "Tax Predictions, Oracle Layoffs and More of Today\u2019s Top Money News", "topics": ["Identity Theft", "Layoffs", "Tax"], "summary": "seb_ra / iStock.com Hello, everyone! I hope you all had wonderful weekends. My favorite football team won (and scored 59 points), and my daughter's soccer team was victorious, as well. So no complaints from me! But enough about my life \u2014 here's our daily rundown of some of the top financial stories out there. The Big Lead: Experts Predict the 2026 Tax Brackets \u2014 Who Will Pay More? The 2026 tax brackets may be wider, but that doesn't necessarily mean you're paying less. MoneyLion called in the experts to map it out: who's actually going to pay more? The answer might surprise you \u2014 it's not just", "age_days": 2.9, "is_stale": false, "sentiment": "negative", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/economy/policy/articles/tax-predictions-oracle-layoffs-more-162004370.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T16:20:04+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 36.6, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.029964, "influence_label": "Medium", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 41, "published_display": "14 Sep 2026 16:20", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-ellison-cancels-7-155500081.html", "tier": "direct", "title": "Oracle falls as Ellison cancels $7.5 billion share sale", "topics": ["Restructuring", "Tech"], "summary": "Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 4% on Monday after the company said over the weekend that co-founder Larry Ellison cancelled his plan to sell $7.5 billion of company stock. Oracle had previously disclosed in a regulatory filing that Ellison planned to sell 50 million shares worth roughly $7.5 billion, Reuters reported. The company did not offer a reason for the change in plans. The announcement came as Oracle faces mounting costs tied to its data centre buildout. The company has cut 21,000 jobs this fiscal year, about 13% of its workforce, to help fund the expansion. Orac", "age_days": 2.9, "is_stale": false, "sentiment": "negative", "event_type": "regulatory", "tier_label": "Direct company coverage", "event_label": "Regulatory and legal", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-ellison-cancels-7-155500081.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T15:55:00+00:00", "tone_signals": ["Negative market reaction", "Institutional or insider selling", "Large negative market reaction"], "company_focus": 0.78, "freshness_pct": 74.9, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 2, "evidence_weight": 0.14295, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 51, "published_display": "14 Sep 2026 15:55", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-fell-quickly-153800455.html", "tier": "direct", "title": "Why Oracle Stock Fell Quickly Today", "topics": ["AI", "Rates", "Regulation", "Share Price"], "summary": "Shares of the artificial intelligence cloud provider Oracle (NYSE: ORCL) slid this morning after a report over the weekend showed that co-founder Larry Ellison was abandoning plans to sell up to $7.5 billion worth of Oracle stock. That sort of news would typically cause a share price rally, but Ellison's move came as investors sold some AI stocks today, amid calls from Anthropic and OpenAI for more artificial intelligence regulation. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time ", "age_days": 2.9, "is_stale": false, "sentiment": "negative", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-fell-quickly-153800455.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T15:38:00+00:00", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "freshness_pct": 36.2, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.028295, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 40, "published_display": "14 Sep 2026 15:38", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6"}, {"url": "https://finance.yahoo.com/video/spacex-moves-musk-comments-oracle-145442704.html", "tier": "direct", "title": "SpaceX Moves on Musk Comments; Oracle Drops on Ellison Plan | Stock Movers", "topics": ["M A", "Tech"], "summary": "On this episode of Stock Movers:- Baldwin (BWIN) shares are moving as Michael Dell's family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is \"highly confident\" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year.- Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a", "age_days": 3.0, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/spacex-moves-musk-comments-oracle-145442704.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:54:42+00:00", "tone_signals": ["Strategic partnership", "Institutional or insider selling"], "company_focus": 0.78, "freshness_pct": 35.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.019893, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 14:54", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/bc210ef9-85c0-3967-9c05-a582a3653b08/oracle%2C-hpe%2C-crowdstrike%2C.html", "tier": "direct", "title": "Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today\u2019s Market", "topics": ["AI", "Semiconductors", "Tech"], "summary": "Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease. Continue Reading", "age_days": 3.0, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/bc210ef9-85c0-3967-9c05-a582a3653b08/oracle%2C-hpe%2C-crowdstrike%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:31:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "freshness_pct": 35.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.014407, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 14:31", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-5-layoff-costs-141933293.html", "tier": "direct", "title": "Oracle Slides 5% as Layoff Costs Outweigh Ellison\u2019s Canceled $7.5B Stock Sale; Nebius and CoreWeave Fall 5%", "topics": ["AI", "Capital Expenditures", "Cloud Infrastructure", "Free Cash Flow", "Insider Trading", "Restructuring"], "summary": "Quick Read Oracle's $700M restructuring cost increase overshadowed Ellison's cancellation of a $7.5B stock sale plan, dragging ORCL and CRWV each down 5%. SKYY held flat while QQQ slid 1%, isolating the sell-off to capital-intensive AI compute names rather than cloud as a category. Amodei and Altman both called for slower AI model development, threatening demand assumptions underpinning CoreWeave, Nebius, and Oracle's contracted backlogs. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email t", "age_days": 3.0, "is_stale": false, "sentiment": "negative", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-5-layoff-costs-141933293.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:19:33+00:00", "tone_signals": ["Operational disruption", "Large negative market reaction"], "company_focus": 0.78, "freshness_pct": 74.4, "sentiment_pct": 19, "evidence_basis": "archived_article", "evidence_share": 3.7, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.179091, "influence_label": "High", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 68, "published_display": "14 Sep 2026 14:19", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3.7"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-round-job-cuts-141027948.html", "tier": "direct", "title": "Oracle Begins New Round of Job Cuts as AI Infrastructure Spending Rises \u2013 Report", "topics": ["Artificial Intelligence", "Corporate Debt", "Layoffs", "Workforce Reduction"], "summary": "Oracle Corp (NYSE:ORCL) has begun another round of job cuts, Business Insider reported on Monday, citing three affected employees and an email obtained by the publication. The layoffs began on Monday, in line with expectations from a source familiar with the matter, according to the report. An Oracle spokesperson had not responded to a request for comment at the time of publication. Business Insider reported last month that Oracle had prepared plans for additional workforce reductions as it sought to lower payroll costs while taking on billions of dollars of debt to finance artificial intellig", "age_days": 3.0, "is_stale": false, "sentiment": "negative", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-round-job-cuts-141027948.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:10:27+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 74.4, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 3.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.154919, "influence_label": "High", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 58, "published_display": "14 Sep 2026 14:10", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3.2"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-layoff-round-ai-140036838.html", "tier": "direct", "title": "Oracle begins new layoff round as AI spending increases debt - Report", "topics": ["AI", "Debt", "Layoffs"], "summary": "Investing.com -- Oracle Corp (NYSE:ORCL) has begun a new round of job cuts, according to three affected employees and an email obtained by Business Insider The layoffs started on Monday, as expected by a source familiar with the matter. An Oracle spokesperson did not immediately respond to requests for comment. Business Insider reported last month that the company had prepared plans for new job reductions to lower payroll costs while accumulating billions in debt to finance AI infrastructure. The planned cuts reached double-digit percentages on some teams, according to an internal document. Po", "age_days": 3.0, "is_stale": false, "sentiment": "negative", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-layoff-round-ai-140036838.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:00:36+00:00", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "freshness_pct": 74.3, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 4.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.201934, "influence_label": "High", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 61, "published_display": "14 Sep 2026 14:00", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "4.2"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-664-billion-backlog-sends-133300188.html", "tier": "direct", "title": "Oracle\u2019s $664 billion backlog sends a signal to Dell, HPE", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Free Cash Flow", "Rates", "Tech"], "summary": "Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure. Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand. Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged ", "age_days": 3.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-664-billion-backlog-sends-133300188.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:33:00+00:00", "tone_signals": ["Improving financial comparison", "Operating growth", "Large positive market reaction", "Positive market reaction"], "company_focus": 0.78, "freshness_pct": 65.8, "sentiment_pct": 69, "evidence_basis": "archived_article", "evidence_share": 2.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.115115, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 55, "published_display": "14 Sep 2026 13:33", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.4"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-data-center-buildout-133052196.html", "tier": "direct", "title": "Oracle\u2019s AI Data Center Buildout Is Running Into Delays \u2014 Co-CEO Clay Magouyrk Says Betting on Everything Going on Time Is a \u2018Bad Plan\u2019", "topics": ["Consensus Estimate", "Data Centers", "Earnings", "Guidance", "Infrastructure", "Revenue Growth"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle Corp.'s New Mexico data center has been delayed by a stalled natural gas pipeline, but co-CEO Clay Magouyrk said assuming every project will meet its deadline is \"a bad plan.\" 'We Have a Term for That' During the company's first-quarter earnings call with analysts on Thursday, Magouyrk pushed back on the idea that Oracle's plans depend on every project hitting its deadline. \"Anyone that's been in the business of doing construction or large-scale infrastructure development, if their plan ", "age_days": 3.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-data-center-buildout-133052196.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:30:52+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 65.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.038039, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 13:30", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-2026-layoff-plan-132318715.html", "tier": "direct", "title": "Oracle expands 2026 layoff plan by $700 million amid AI costs", "topics": ["AI", "Cloud", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "Oracle disclosed in a regulatory filing that it is expanding its planned job cuts by approximately $700 million, bringing the total estimated cost of its 2026 Restructuring Plan to roughly $2.8 billion as the company presses forward with a costly AI data center buildout. The additional costs reflect \"additional actions that we expect to take,\" the company said. The plan, approved during fiscal 2026, encompasses severance payments, contract termination fees, and related exit costs, with a portion of the reduction linked to how Oracle is deploying AI across parts of its business. Through August ", "age_days": 3.0, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-2026-layoff-plan-132318715.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:23:18+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 65.7, "sentiment_pct": 41, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.074547, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 43, "published_display": "14 Sep 2026 13:23", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.6"}, {"url": "https://finance.yahoo.com/m/0b20bd36-1541-336a-8a10-b5850a2418a6/oracle-stock-drops-on.html", "tier": "direct", "title": "Oracle Stock Drops on Surprising Larry Ellison Announcement", "topics": [], "summary": "Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock. Continue Reading", "age_days": 3.0, "is_stale": false, "sentiment": "negative", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/0b20bd36-1541-336a-8a10-b5850a2418a6/oracle-stock-drops-on.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:01:00+00:00", "tone_signals": ["Negative market reaction", "Institutional or insider selling"], "company_focus": 0.78, "freshness_pct": 34.9, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.02988, "influence_label": "Medium", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 40, "published_display": "14 Sep 2026 13:01", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-health-clinical-ai-agent-130000338.html", "tier": "direct", "title": "Oracle Health Clinical AI Agent Helps Nurses Alleviate Documentation Burden and Streamline Care", "topics": ["AI", "Documentation", "Healthcare", "Nursing", "Technology"], "summary": "Voice-forward chart navigation, AI-powered acute nursing summaries, and voice-enabled discrete charting help nurses spend more time delivering care AUSTIN, Texas, Sept. 14, 2026 /PRNewswire/ -- Oracle Health today announced the U.S. availability of Oracle Health Clinical AI Agent for nurses, helping alleviate documentation burden and streamline care coordination in inpatient settings. Embedded directly into Oracle Health Foundation EHR, the AI-powered capabilities combine voice-driven chart navigation and search, acute nursing summaries, and voice-enabled discrete charting to help nurses quick", "age_days": 3.0, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-health-clinical-ai-agent-130000338.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:00:00+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 34.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.014289, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 13:00", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-reports-upbeat-q1-tap-120000430.html", "tier": "direct", "title": "Oracle Reports Upbeat Q1: Should You Tap Oracle With ETFs?", "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Consensus Estimate", "Credit Rating", "Debt"], "summary": "Oracle ORCL shares rose in extended trading on Thursday after the software giant reported better-than-expected fiscal first-quarter results and offered an upbeat outlook for the current quarter. The company's growing cloud business, driven by demand for artificial intelligence (AI) infrastructure, continues to support its expansion. However, rising capital spending, mounting debt and negative free cash flow remain key concerns for investors. Oracle Beats Estimates in Q1 Oracle reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10", "age_days": 3.1, "is_stale": false, "sentiment": "positive", "event_type": "guidance", "tier_label": "Direct company coverage", "event_label": "Guidance", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-reports-upbeat-q1-tap-120000430.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T12:00:00+00:00", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "freshness_pct": 73.7, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 2.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.093902, "influence_label": "Medium", "event_confidence": 77, "company_focus_pct": 78, "evidence_strength": 45, "published_display": "14 Sep 2026 12:00", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/barclays-resets-oracle-stock-price-180300087.html", "tier": "direct", "title": "Barclays resets Oracle stock price target", "topics": ["AI", "Balance Sheet", "Cloud", "Earnings", "Earnings Per Share", "Free Cash Flow"], "summary": "Valued at a market cap of $465 billion, Oracle is among the world's largest companies. The cloud giant has returned 335% to shareholders over the past decade, in dividend-adjusted gains. Despite these stellar returns, Oracle (ORCL) stock is down 54% from all-time highs, at the time of writing. It recently announced fiscal first quarter results (ended in August), following which several investment firms reset their targets for Oracle's stock price. As reported in The Fly, Barclays raised its price target to $252 from $250 and kept an \"Overweight\" rating on the tech stock. The stock price is cur", "age_days": 3.8, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/barclays-resets-oracle-stock-price-180300087.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-13T18:03:00+00:00", "tone_signals": ["Analyst upgrade"], "company_focus": 0.78, "freshness_pct": 58.8, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.070503, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 43, "published_display": "13 Sep 2026 18:03", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/second-thought-never-mind-why-145340407.html", "tier": "direct", "title": "On Second Thought, Never Mind: Here\u2019s Why ORCL\u2019s Larry Ellison Just Canceled $7.5 Billion Stock Sale", "topics": ["AI Cloud", "Dividends", "Insider Trading", "Net Income", "Revenue Growth", "Shareholder"], "summary": "Quick Read Larry Ellison canceled a $7.5B plan to sell 50M ORCL shares, signaling he views the stock as undervalued after a 22% year-to-date drop. Oracle's AI cloud business exploded 121% year over year, pushing Remaining Performance Obligations to $664B and full-year revenue guidance to $90B. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. The controlling shareholder of one ", "age_days": 4.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/second-thought-never-mind-why-145340407.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-13T14:53:40+00:00", "tone_signals": ["Positive valuation view", "Institutional or insider selling"], "company_focus": 0.86, "freshness_pct": 57.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.060132, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 86, "evidence_strength": 0, "published_display": "13 Sep 2026 14:53", "direction_included": false, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://seekingalpha.com/news/4642272-larry-ellison-cancels-75b-oracle-share-sale-plan?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Larry Ellison cancels $7.5B Oracle share sale plan", "topics": ["AI", "Acquisition", "Antitrust", "Artificial Intelligence", "Capital Expenditure", "Cash Flow"], "summary": "Oracle Executive Chairman Larry Ellison has canceled [https://investor.oracle.com/investor-news/news-details/2026/Larry-Ellison-Cancels-His-Plan-to-Sell-Oracle-Stock/default.aspx] a plan to sell up to 50 million shares of Oracle common stock, or $7.5B worth of stock at the current price, with no shares sold under the trading plan, the company said. Ellison has no other plans to sell his Oracle shares. The 10b5-1 trading plan was adopted on June 22, 2026, and was scheduled to terminate on Oct. 24, 2026, subject to early termination. The 10b5-1 trading plan was disclosed in Oracle\u2019s Sept. 11 10-", "age_days": 4.3, "is_stale": false, "sentiment": "neutral", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642272-larry-ellison-cancels-75b-oracle-share-sale-plan?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-13T07:06:35+00:00", "tone_signals": ["Institutional or insider selling"], "company_focus": 0.78, "freshness_pct": 65.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 4, "evidence_weight": 0.053271, "influence_label": "None", "event_confidence": 77, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "13 Sep 2026 07:06", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-revamps-oracle-stock-210300125.html", "tier": "direct", "title": "Morgan Stanley revamps Oracle stock price target", "topics": ["AI", "Cloud Infrastructure", "Debt", "Earnings", "Earnings Release", "Price Target"], "summary": "Oracle (ORCL) has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter. Cloud infrastructure revenue grew 121% year over year. Total revenue hit $19.3 billion, up 30%. The company booked more than $30 billion in new AI cloud contracts in a single quarter. Remaining performance obligations reached $664 billion, up $209 billion year over year. Impressive, right? Yet the stock is still down 20.90% year to date and 49.83% over the past year, accordin", "age_days": 4.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-revamps-oracle-stock-210300125.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T21:03:00+00:00", "tone_signals": ["Operating growth"], "company_focus": 0.78, "freshness_pct": 52.1, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.045887, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "12 Sep 2026 21:03", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-oracle-664b-backlog-151328938.html", "tier": "direct", "title": "Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company\u2019s Growth Trajectory", "topics": ["Balance Sheet", "Capital Expenditures", "Cloud Infrastructure", "Earnings", "Free Cash Flow"], "summary": "Quick Read Oracle (ORCL) reported a $664B revenue backlog, up $209B year over year, with cloud infrastructure revenue surging 121% to $7.39B. Cramer called Oracle's quarter calm and reassuring, but the stock sits 50% below year-ago levels and Ellison plans to sell $7.5B in shares. Half of Oracle's RPO converts over 36 months, and $28.5B in quarterly CapEx pushed free cash flow to negative $5.4B. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report i", "age_days": 4.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-oracle-664b-backlog-151328938.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T15:13:28+00:00", "tone_signals": ["Institutional or insider selling"], "company_focus": 0.78, "freshness_pct": 50.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.039706, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "12 Sep 2026 15:13", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-added-30-billion-111550996.html", "tier": "direct", "title": "Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print", "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Free Cash Flow", "Hedge Funds"], "summary": "Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline. On September 10, Reuters reported that Oracle booked more than $30 billion of new AI cloud contracts during its fiscal first quarter, helping lift remaining performance obligations to $664 billion. Quarterly revenue rose 30% year over year to $19.3 billion, while adjusted earnings of $1.92 per share also topped expectations. Oracle's negative free cash flow of $5.4 billion was painful, but substantially better than the $", "age_days": 5.1, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-added-30-billion-111550996.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T11:15:50+00:00", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 0.78, "freshness_pct": 49.2, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 1.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.054711, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 41, "published_display": "12 Sep 2026 11:15", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/earn-500-month-oracle-stock-033007408.html", "tier": "direct", "title": "How To Earn $500 A Month From Oracle Stock Ahead Of Q1 Earnings", "topics": ["Consensus Estimate", "Dividend Payments", "Dividends", "Earnings", "Earnings Report", "Quarterly Earnings"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle Corporation will release its first earnings report after the closing bell on Thursday, Sept. 10. The database software provider has beaten analyst revenue estimates in two straight quarters and in four of the last 10 quarters overall. Analysts expect quarterly earnings of $1.74 per share. That's up from $1.47 per share in the year-ago period. The consensus estimate for ORCL's quarterly revenue is $19.14 billion. It reported $14.93 billion last year, according to Benzinga Pro. With the re", "age_days": 5.4, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/earn-500-month-oracle-stock-033007408.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T03:30:07+00:00", "tone_signals": ["Improving financial comparison"], "company_focus": 1.0, "freshness_pct": 47.1, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.062096, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 40, "published_display": "12 Sep 2026 03:30", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/technology/ai/articles/orcl-q3-deep-dive-cloud-032305119.html", "tier": "direct", "title": "ORCL Q3 Deep Dive: Cloud Infrastructure and AI Demand Drive Margin Expansion", "topics": ["AI", "Balance Sheet", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Guidance"], "summary": "Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter's revenue to be around $21.2 billion, close to analysts' estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts' consensus estimates. Is now the time to buy ORCL? Find out in our full research report (it's free). Oracle (ORCL) Q3 CY2026 Highlights: Revenue: $19.35 billion vs analyst estimates of $19.09 billion (29.6% year-on-year growth, 1.3% beat) Adjusted EPS: $1.92 vs analyst estimates of $1", "age_days": 5.4, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/orcl-q3-deep-dive-cloud-032305119.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T03:23:05+00:00", "tone_signals": ["Margin Expansion", "Beat expectations"], "company_focus": 0.86, "freshness_pct": 47.0, "sentiment_pct": 73, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.09279, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 86, "evidence_strength": 55, "published_display": "12 Sep 2026 03:23", "direction_included": true, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "1.9"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-showed-less-painful-225038778.html", "tier": "direct", "title": "Oracle Just Showed a Less Painful Way to Finance AI Clouds. That\u2019s Awkward for CoreWeave", "topics": ["AI Cloud", "Infrastructure", "Revenue Growth"], "summary": "Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of its $28.5 billion quarterly capital expenditure was offset by customer prepayments, and most of those new contracts will not require substantial incremental Oracle-funded capital investment. CoreWeave repr", "age_days": 5.6, "is_stale": false, "sentiment": "neutral", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-showed-less-painful-225038778.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T22:50:38+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 57.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.029794, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 22:50", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-spending-tens-billions-ai-224727577.html", "tier": "direct", "title": "Oracle Is Spending Tens of Billions on AI Infrastructure. Where Does the Physical Money Go?", "topics": ["Acquisition", "AI Infrastructure", "Capital Expenditure", "Cloud Computing", "Data Centers"], "summary": "Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co. (NYSE:VRT) operates one layer below that boom, where GPUs become a power and cooling problem. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining performance obligations reached $664 billion, driven by more than $30 billion of new AI contracts. The second-order question is what happens physically when cloud providers build that much capacity. Dense AI racks require power conv", "age_days": 5.6, "is_stale": false, "sentiment": "neutral", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-spending-tens-billions-ai-224727577.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T22:47:27+00:00", "tone_signals": ["Operating growth"], "company_focus": 0.78, "freshness_pct": 57.2, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.043328, "influence_label": "None", "event_confidence": 77, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 22:47", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://seekingalpha.com/news/4642249-oracle-reveals-700m-in-additional-restructuring-costs-tied-to-layoffs?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle reveals $700M in additional restructuring costs tied to layoffs", "topics": ["Earnings", "Restructuring"], "summary": "[Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) revealed an additional $700M in restructuring costs tied in part to layoffs, according to a Friday filing with the U.S. Securities and Exchange Commission. \"Subsequent to August 31, 2026, our management supplemented the 2026 Restructuring Plan by approximately $700 million to reflect additional actions that we expect to take,\" the filing [https://seekingalpha.com/filing/310059262] reads. \"These costs will be recorded to the restructuring and other expense line item within ", "age_days": 5.7, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642249-oracle-reveals-700m-in-additional-restructuring-costs-tied-to-layoffs?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T21:41:55+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "freshness_pct": 45.5, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.073241, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 49, "published_display": "11 Sep 2026 21:41", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.5"}, {"url": "https://finance.yahoo.com/technology/ai/articles/bmo-tweaks-oracle-stock-price-211207388.html", "tier": "direct", "title": "BMO Tweaks Oracle Stock Price Target After AI Risk", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) received a lower price target from BMO Capital despite another explosive quarter for its cloud infrastructure business, highlighting a growing investor tension around the AI trade: revenue and backlog are surging, but the economics of delivering that growth remain under scrutiny. BMO analyst Keith Bachman cut his Oracle target to $195 from $220 while maintaining an Outperform rating. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart BMO ", "age_days": 5.7, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/bmo-tweaks-oracle-stock-price-211207388.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T21:12:07+00:00", "tone_signals": ["Analyst downgrade"], "company_focus": 0.78, "freshness_pct": 26.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017423, "influence_label": "None", "event_confidence": 93, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 21:12", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-weakens-bear-case-broader-160502483.html", "tier": "direct", "title": "Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Quick Read Oracle booked $30+ billion in new AI cloud contracts in Q1, and its non-OpenAI backlog more than doubled, undercutting the single-customer bear case. Clay Magouyrk confirmed new contracts arrived via customer prepay or bring-your-own-hardware, requiring no additional Oracle cash even with peak capex projected at $90 to $95 billion ahead. ORCL trades at 19x forward earnings, well below its 27x trailing multiple, while remaining performance obligations surged to $664 billion and analysts target $241. Just released. Our analysts combed the entire stock market and named the ten best sto", "age_days": 5.9, "is_stale": false, "sentiment": "negative", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-weakens-bear-case-broader-160502483.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T16:05:02+00:00", "tone_signals": ["Missed expectations"], "company_focus": 1.0, "freshness_pct": 55.7, "sentiment_pct": 41, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.070307, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 43, "published_display": "11 Sep 2026 16:05", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.5"}, {"url": "https://seekingalpha.com/news/4642145-oracles-q1-proves-potential-of-iaas-strategy-as-cloud-infra-surges-121-analysts?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle's Q1 proves potential of IaaS strategy as cloud infra surges 121%: analysts", "topics": ["AI", "Cloud Infrastructure", "Dividends", "Earnings", "Earnings Results", "Price Target"], "summary": "[Oracle To Report Quarterly Earnings] Justin Sullivan/Getty Images News Oracle's (ORCL [https://seekingalpha.com/symbol/ORCL]) first-quarter fiscal 2027 earnings results [https://seekingalpha.com/news/4641826-oracle-non-gaap-eps-of-1_92-beats-by-0_18-revenue-of-19_35b-beats-by-220m] proved the potential of its infrastructure as a service strategy as cloud infrastructure revenue surged 121% year over year to $7.4B. Shares initially popped up about 7% during post-market trading on Thursday. However, by noon trading on Friday, shares had increased less than 1%. Despite the lukewarm next-day react", "age_days": 5.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642145-oracles-q1-proves-potential-of-iaas-strategy-as-cloud-infra-surges-121-analysts?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T16:04:32+00:00", "tone_signals": ["Large positive market reaction", "Beat expectations", "Operating growth", "Positive market reaction"], "company_focus": 1.0, "freshness_pct": 44.1, "sentiment_pct": 87, "evidence_basis": "archived_article", "evidence_share": 3.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.174339, "influence_label": "High", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 72, "published_display": "11 Sep 2026 16:04", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "3.6"}, {"url": "https://finance.yahoo.com/m/d96b3f82-74f2-3ca7-953c-344bbe04234a/why-oracle%27s-%27solid%27-results.html", "tier": "direct", "title": "Why Oracle's 'Solid' Results Aren't Giving Its Stock A Big Boost", "topics": ["AI", "Earnings", "Tech"], "summary": "Oracle stock is flat despite posting a big jump in revenue, powered by demand for its AI cloud offering. Continue Reading", "age_days": 5.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/d96b3f82-74f2-3ca7-953c-344bbe04234a/why-oracle%27s-%27solid%27-results.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T15:59:47+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 44.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.03623, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 15:59", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-delivered-near-term-iaas-150402687.html", "tier": "direct", "title": "Oracle Delivered Near-Term IaaS Execution, Faces Gross Margin Pressure, Morgan Stanley Says", "topics": ["Earnings"], "summary": "Oracle's (ORCL) fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution, PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.0, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-delivered-near-term-iaas-150402687.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T15:04:02+00:00", "tone_signals": ["Margin pressure"], "company_focus": 1.0, "freshness_pct": 43.8, "sentiment_pct": 33, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.075411, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 49, "published_display": "11 Sep 2026 15:04", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.6"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-dropped-ai-number-145127334.html", "tier": "direct", "title": "Oracle Just Dropped an AI Number Wall Street Cannot Ignore", "topics": ["AI", "Cloud Computing", "Earnings", "Growth Rate", "Revenue Growth"], "summary": "This article first appeared on GuruFocus. Enterprise software and cloud major Oracle Corp. (ORCL, Financials) just offered investors a far sharper view of what AI is doing to its business. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Oracle shares jumped nearly 7% in after-hours trading on better-than-expected first-quarter fiscal results and an upbeat outlook. Cloud sales up 62% year over year. And that's where the story gets interesting. Oracle has invested heavily in building data centers ", "age_days": 6.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-dropped-ai-number-145127334.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:51:27+00:00", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 0.78, "freshness_pct": 43.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.040356, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 14:51", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/video/oracle-most-attractive-ai-cloud-144500691.html", "tier": "direct", "title": "Oracle is the most attractive AI cloud, analyst says", "topics": ["AI Cloud", "Earnings", "Guidance", "Tech"], "summary": "D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is \"by far the most attractive AI cloud.\" Video Transcript 00:00 Speaker A How positive was this report in your view? 00:04 Speaker B I thought it was a very good quarter and that they executed. 00:08 Speaker B Right? last quarter, they exited their last fiscal year growing 20%. 00:15 Speaker B Now they're going 29%. They're going they're guiding the 30 to 34% that much for the year. 00:23 Speaker B They slightly increased their guidance for the year. 00:26 Speak", "age_days": 6.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/oracle-most-attractive-ai-cloud-144500691.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:45:00+00:00", "tone_signals": ["Guidance raised"], "company_focus": 1.0, "freshness_pct": 43.7, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.060476, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 43, "published_display": "11 Sep 2026 14:45", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/video/kroger-cuts-sales-forecast-oracle-143536628.html", "tier": "direct", "title": "Kroger Cuts Sales Forecast, Oracle Gains | Stock Movers", "topics": ["Earnings", "Guidance", "Quarterly Earnings", "Retail"], "summary": "On this episode of Stock Movers:- Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending.- Oracle (ORCL) shares are higher as the software company's results featured better-than-expected cloud revenue amid strong AI demand. - Restoration Hardware (RH) shares are on the move after the home furnishing retailer's quarterly earnings beat amid a weaker housing market and consumer spending environment. View Comments", "age_days": 6.0, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/kroger-cuts-sales-forecast-oracle-143536628.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:35:36+00:00", "tone_signals": ["Guidance cut"], "company_focus": 1.0, "freshness_pct": 43.7, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.089529, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 52, "published_display": "11 Sep 2026 14:35", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.9"}, {"url": "https://finance.yahoo.com/video/why-strategist-says-oracle-ramp-142800289.html", "tier": "direct", "title": "Why this strategist says Oracle should ramp up AI spending", "topics": ["Capex", "Debt", "Earnings", "Free Cash Flow", "Tech"], "summary": "Morning Brief Host Julie Hyman and Breaking Business News Reporter Jake Conley are joined by Hardika Singh, Fundstrat Economic Strategist, to discuss Oracle's (ORCL) latest earnings and why Singh believes the company should ramp up capital spending to capitalize on surging AI demand. Video Transcript 00:00 Speaker A Where Oracle's fine? 00:00 Speaker B Yeah. 00:00 Speaker C Is that is that where we're at? 00:01 Speaker B Somehow Larry Ellison's doing fine. 00:02 Speaker A Yeah. 00:03 Speaker A I was quite surprised to see the numbers yesterday. It's it seems like a decent amount of beat and ca", "age_days": 6.0, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/why-strategist-says-oracle-ramp-142800289.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:28:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 55.3, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.069023, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 14:28", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-q1-earnings-beat-estimates-141800960.html", "tier": "direct", "title": "Oracle Q1 Earnings Beat Estimates, Cloud Growth Accelerates", "topics": ["Cloud Computing", "Consensus Estimate", "Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter"], "summary": "Oracle ORCL reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 30% in dollar terms and 30% in constant currency (cc) on a year-over-year basis. Total quarterly revenues increased 30% year over year to $19.3 billion, which beat the consensus mark by 1.11%, reflecting extraordinarily strong demand for Oracle's industry-leading cloud infrastructure and applications suites, particularly from AI-focused enterprises. Cloud revenues (IaaS + SaaS) increased 62% to $11.6 billion, driven by 121% growth in Cloud Infrastr", "age_days": 6.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-q1-earnings-beat-estimates-141800960.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:18:00+00:00", "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "company_focus": 1.0, "freshness_pct": 43.6, "sentiment_pct": 85, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.142097, "influence_label": "High", "event_confidence": 85, "company_focus_pct": 100, "evidence_strength": 71, "published_display": "11 Sep 2026 14:18", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-surges-ai-growth-amd-141253124.html", "tier": "direct", "title": "Oracle Surges on AI Growth as AMD, Nvidia Stay Bullish", "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors", "Tech"], "summary": "Oracle Technical AnalysisDaily price chart for ORCL showing price jumping pre-market to 162.78 post-earnings, breaking past recent resistance above the 50 EMA (149.98) and testing the 200 EMA (169.51). Source: TradingView Oracle looks absolutely explosive in pre-market trading after the earnings call really got traders excited. After the close yesterday, its bet on data center buildout is really starting to pay off. Q1 revenue is $19.3 billion, up 30% year over year. Cloud revenue is $11.6 billion, up 62% year over year. OCI infrastructure revenue is $7.4 billion, up 121%. Oracle has also book", "age_days": 6.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-surges-ai-growth-amd-141253124.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:12:53+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 43.6, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.056539, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 45, "published_display": "11 Sep 2026 14:12", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.2"}, {"url": "https://finance.yahoo.com/video/oracle-earnings-impress-investors-ignore-140857026.html", "tier": "direct", "title": "Oracle earnings impress, but can investors ignore its debt?", "topics": ["Earnings", "Earnings Report"], "summary": "Lee Munson, Portfolio Wealth Advisors president and CIO, joins Yahoo Finance Executive Editor Brian Sozzi to discuss Oracle (ORCL) stock rising after sharing its first quarter earnings report and why investors should be wary. View Comments", "age_days": 6.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/oracle-earnings-impress-investors-ignore-140857026.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:08:57+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 43.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.040326, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 14:08", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-q1-earnings-call-centers-140000080.html", "tier": "direct", "title": "Oracle Q1 Earnings Call Centers on AI Capacity and Raised Outlook", "topics": ["AI", "Capex", "Cloud", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Oracle Corporation ORCL used its first-quarter fiscal 2027 earnings call to emphasize cloud infrastructure delivery, RPO conversion and a higher full-year outlook while addressing capital intensity and execution. Management focused on converting contracted AI demand into revenues while preserving operating discipline. Non-GAAP earnings of $1.92 per share exceeded the $1.74 Zacks Consensus Estimate. Revenues of $19.35 billion topped the consensus mark of $19.13 billion. Oracle Corporation Price, Consensus and EPS SurpriseOracle Corporation Price, Consensus and EPS Surprise Oracle Corporation pr", "age_days": 6.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-q1-earnings-call-centers-140000080.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:00:00+00:00", "tone_signals": ["Guidance raised", "Beat expectations"], "company_focus": 1.0, "freshness_pct": 43.5, "sentiment_pct": 80, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.118483, "influence_label": "High", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 64, "published_display": "11 Sep 2026 14:00", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5"}, {"url": "https://finance.yahoo.com/m/49181b17-1aca-3362-aa4a-f8aee41add44/oracle-stock-is-rising.-why.html", "tier": "direct", "title": "Oracle Stock Is Rising. Why It\u2019s So Much More Than a Bet on OpenAI.", "topics": [], "summary": "For months, investors have treated Oracle shares as a way to play the ChatGPT developer\u2019s looming listing. Continue Reading", "age_days": 6.1, "is_stale": false, "sentiment": "positive", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49181b17-1aca-3362-aa4a-f8aee41add44/oracle-stock-is-rising.-why.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T12:27:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 12.2, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.009065, "influence_label": "Low", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 31, "published_display": "11 Sep 2026 12:27", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2"}, {"url": "https://finance.yahoo.com/markets/article/oracle-stock-trims-gains-as-ai-cloud-demand-outpaces-supply-122103986.html", "tier": "direct", "title": "Oracle stock trims gains as AI cloud demand outpaces supply", "topics": ["AI", "Cloud Computing", "Cloud Infrastructure", "Debt", "Earnings", "Earnings Per Share"], "summary": "What happened: Oracle (ORCL) trimmed gains after popping more than 2% on Friday. What's behind the move: The database software company posted strong revenue and earnings for its first quarter of fiscal year 2027. The company, which has been building out data centers for customers like OpenAI (OPENAI.PVT), said its total quarterly revenue grew 30% to $19.3 billion versus $19.13 billion expected by Wall Street. The top-line result was driven largely by a 121% jump in cloud infrastructure sales of $7.4 billion. Adjusted earnings per share also rose 30% to $1.92 versus $1.75 expected by Wall Stree", "age_days": 6.1, "is_stale": false, "sentiment": "positive", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/article/oracle-stock-trims-gains-as-ai-cloud-demand-outpaces-supply-122103986.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T12:21:03+00:00", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "freshness_pct": 12.2, "sentiment_pct": 71, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017107, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 46, "published_display": "11 Sep 2026 12:21", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4"}, {"url": "https://finance.yahoo.com/m/888c9a5c-0896-36f0-8645-591d76aed185/oracle%2C-adobe%2C-copart%2C-rh%2C.html", "tier": "direct", "title": "Oracle, Adobe, Copart, RH, Chevron, and More Stocks That Explain Today\u2019s Market", "topics": ["Earnings", "Software", "Tech"], "summary": "Shares of Oracle rise after the software giant\u2019s first-quarter results help ease some concerns about its reliance on OpenAI. Continue Reading", "age_days": 6.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/888c9a5c-0896-36f0-8645-591d76aed185/oracle%2C-adobe%2C-copart%2C-rh%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T11:21:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 42.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.032328, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 11:21", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-corp-orcl-q1-2027-090101356.html", "tier": "direct", "title": "Oracle Corp (ORCL) (Q1 2027) Earnings Call Highlights: Record Revenue, 121% Cloud ...", "topics": ["AI", "Capex", "Cloud", "Earnings", "Free Cash Flow", "Operating Income"], "summary": "This article first appeared on GuruFocus. Total Revenue: Record $19.3 billion, up 30% year-over-year; first time Q1 revenue grew sequentially. Cloud Infrastructure Revenue: $7.4 billion, up 121% year-over-year. Cloud Apps Revenue: Up 10% year-over-year; Fusion up 14%; industry applications grew over 20%. Non-GAAP Operating Income: $8.2 billion, up 31% year-over-year. Non-GAAP Operating Margin: Approximately flat at 42%. Non-GAAP EPS: $1.92, up 30% year-over-year. Remaining Performance Obligations (RPO): Increased $26 billion from Q4; ~half expected to convert to sales over next 36 months. Cash", "age_days": 6.2, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-corp-orcl-q1-2027-090101356.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T09:01:01+00:00", "tone_signals": ["Operating growth", "Improving financial comparison"], "company_focus": 1.0, "freshness_pct": 42.3, "sentiment_pct": 79, "evidence_basis": "archived_article", "evidence_share": 2.7, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.13131, "influence_label": "High", "event_confidence": 85, "company_focus_pct": 100, "evidence_strength": 64, "published_display": "11 Sep 2026 09:01", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.7"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-shares-jump-pre-bell-082436979.html", "tier": "direct", "title": "Update: Oracle Shares Jump Pre-Bell After Fiscal Q1 Adjusted Earnings, Revenue Beat; Lifts Fiscal 2027 Guidance", "topics": [], "summary": "(Updates with the stock move in the headline and the first paragraph.) Oracle (ORCL) shares were PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.2, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-shares-jump-pre-bell-082436979.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T08:24:36+00:00", "tone_signals": ["Beat expectations", "Positive market reaction"], "company_focus": 1.0, "freshness_pct": 42.1, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.117431, "influence_label": "High", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 67, "published_display": "11 Sep 2026 08:24", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5"}, {"url": "https://seekingalpha.com/news/4641886-oracle-forecasts-at-least-90b-fy2027-revenue-as-q2-guidance-calls-for-30-percentminus-34?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle forecasts at least $90B FY2027 revenue as Q2 guidance calls for 30%-34% growth", "topics": ["AI", "Capex", "Cloud", "Earnings", "Free Cash Flow", "Guidance"], "summary": "Earnings Call Insights: Oracle (ORCL) Q1 FY2027 MANAGEMENT VIEW * \u201cQ1 was another record quarter, driven by strength in both our cloud infrastructure and cloud apps businesses.\u201d (Chief Financial Officer Hilary Maxson) * \u201cFor the first time, Q1 total revenue grew sequentially, an important sign of our continued progress in building scaled infrastructure.\u201d (Chief Financial Officer Maxson) * \u201cAt AI World in October, we will unveil a new agentic AI accelerator poised to redefine how customers deploy Oracle applications faster, simpler and at a dramatically lower cost.\u201d (Chief Executive Officer Mik", "age_days": 6.6, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4641886-oracle-forecasts-at-least-90b-fy2027-revenue-as-q2-guidance-calls-for-30-percentminus-34?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T00:17:49+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 40.2, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.049602, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 00:17", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-beats-q1-earnings-212001843.html", "tier": "direct", "title": "Oracle (ORCL) Beats Q1 Earnings and Revenue Estimates", "topics": ["Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise", "Estimate Revisions"], "summary": "Oracle (ORCL) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.35%. A quarter ago, it was expected that this software maker would post earnings of $1.96 per share when it actually produced earnings of $2.11, delivering a surprise of +7.65%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Oracle, which belongs to the Zacks Co", "age_days": 6.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-beats-q1-earnings-212001843.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T21:20:01+00:00", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "freshness_pct": 39.5, "sentiment_pct": 80, "evidence_basis": "archived_article", "evidence_share": 2.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.1009, "influence_label": "High", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 63, "published_display": "10 Sep 2026 21:20", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.1"}, {"url": "https://finance.yahoo.com/technology/articles/oracle-tops-first-quarter-expectations-210351667.html", "tier": "direct", "title": "Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles", "topics": ["Cloud", "Earnings"], "summary": "Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/oracle-tops-first-quarter-expectations-210351667.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T21:03:51+00:00", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "freshness_pct": 39.5, "sentiment_pct": 82, "evidence_basis": "archived_article", "evidence_share": 2.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.108283, "influence_label": "High", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 66, "published_display": "10 Sep 2026 21:03", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.3"}, {"url": "https://finance.yahoo.com/m/a0356ba6-df2e-34e0-af35-ea215fed71d1/oracle-stock-rises-after.html", "tier": "direct", "title": "Oracle Stock Rises After Solid Earnings", "topics": ["Cloud Infrastructure", "Earnings", "Earnings Per Share"], "summary": "Adjusted earnings per share were $1.92, up from $1.47 last year, and ahead of Wall Street projections of $1.74. Beyond the headline results, the most important number was revenue from the company\u2019s cloud infrastructure segment, which rents out AI servers over the internet. Cloud infrastructure sales rose 121% from last year to $7.4 billion, beating expectations. Continue Reading", "age_days": 6.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/a0356ba6-df2e-34e0-af35-ea215fed71d1/oracle-stock-rises-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T20:54:00+00:00", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "freshness_pct": 39.4, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.069063, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 44, "published_display": "10 Sep 2026 20:54", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.4"}, {"url": "https://finance.yahoo.com/technology/articles/oracle-posts-cloud-sales-top-201512207.html", "tier": "direct", "title": "Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand", "topics": ["AI", "Cloud Computing", "Data Centers", "Earnings", "Financial Results"], "summary": "(Bloomberg) -- Oracle Corp. reported growth in its cloud computing business that topped analysts' estimates, suggesting the company's large AI data center projects are helping boost its financial results. Most Read from Bloomberg Apple to Unveil $2,000 Foldable iPhone Duo at High-Stakes Event Trump's $5,000 Payout Promise Underscores GOP Midterm Peril Bessent Dares Traders to Bet Against Yen: 'I Am the House Now' Apple's $2,000-Plus Foldable iPhone Was a Decade in the Making Bessent Says Trump May Speed Deficit Cut Plans if Democrats Win Sales in the closely watched cloud infrastructure busine", "age_days": 6.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/oracle-posts-cloud-sales-top-201512207.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T20:15:12+00:00", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "freshness_pct": 39.3, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.118075, "influence_label": "High", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 67, "published_display": "10 Sep 2026 20:15", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-drops-over-2-ai-184858425.html", "tier": "direct", "title": "Oracle Drops Over 2% as Its AI Debt Starts Breaking Bond Math", "topics": ["AI", "Bonds", "Cloud Computing", "Debt", "Earnings"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure giant, slid approximately 2.2% to $158.19 Thursday before its scheduled after-hours results. The stock's retreat put a spotlight on a much bigger question: how much debt can the AI boom absorb? U.S. hyperscalers have issued roughly $220 billion of debt over the past year. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Reuters Open Interest highlighted an unusual gap between two Oracle ", "age_days": 6.8, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-drops-over-2-ai-184858425.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T18:48:58+00:00", "tone_signals": ["Large negative market reaction", "Negative market reaction"], "company_focus": 0.78, "freshness_pct": 39.0, "sentiment_pct": 37, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.058675, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 43, "published_display": "10 Sep 2026 18:48", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.2"}, {"url": "https://finance.yahoo.com/markets/options/articles/traders-paying-more-bet-oracle-155036836.html", "tier": "direct", "title": "Traders Are Paying More to Bet on Oracle Than to Protect Against It. Here\u2019s Why That Is Backwards", "topics": ["Balance Sheet", "Cloud Infrastructure", "Debt Equity", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Quick Read Oracle calls trade richer than puts, which is a rare inversion, on a stock down 32% over twelve months with negative $24 billion in free cash flow. Microsoft and Amazon fund capacity buildouts from operating cash flow, while Oracle plans to raise $40 billion in new debt and equity to cover capex. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Options traders usual", "age_days": 6.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/options/articles/traders-paying-more-bet-oracle-155036836.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T15:50:36+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 38.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.031194, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "10 Sep 2026 15:50", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-set-report-street-weighs-152000440.html", "tier": "direct", "title": "Oracle set to report as Street weighs capex risk against cloud growth", "topics": ["Capital Expenditures", "Cloud Infrastructure", "Credit Ratings", "Data Centers", "Earnings", "Fourth Quarter"], "summary": "Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling infrastructure-as-a-service growth of 116% year-over-year and total revenue growth of 28%, up from 21% in the fourth quarter of fiscal 2026. The bank said it is focused on three areas heading into the report: the pace of data center capacity deployment and remaining performance obligation conversion to revenue, c", "age_days": 6.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-set-report-street-weighs-152000440.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T15:20:00+00:00", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "freshness_pct": 38.2, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.061299, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 43, "published_display": "10 Sep 2026 15:20", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/technology/ai/articles/could-hewlett-packard-hpe-oracle-210310479.html", "tier": "direct", "title": "Could Hewlett Packard (HPE)\u2019s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?", "topics": ["AI", "Cloud", "Earnings", "Earnings Growth", "Free Cash Flow", "Networking"], "summary": "Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle's global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE's routing and switching platforms to support OCI's expanding gigawatt-scale GPU superclusters. To align long-term incentives, HPE issued stock warrants to Oracle. Following the announcement, Wall Street delivered fast price target hikes: Barclays' Tim Long raised", "age_days": 7.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/could-hewlett-packard-hpe-oracle-210310479.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T21:03:10+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "freshness_pct": 34.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.034075, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 21:03", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-adobe-earnings-ahead-software-192100897.html", "tier": "direct", "title": "Oracle & Adobe Earnings Ahead: Which Software Giant Has More AI Upside?", "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Quarterly Results", "Revenue Growth", "Software"], "summary": "Oracle ORCL) and Adobe ADBE) are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10. More importantly, both companies have become prominent ways for investors to gain exposure to the artificial intelligence boom, although from very different angles. Oracle is benefiting from explosive demand for AI-related cloud infrastructure, while Adobe is embedding generative and agentic AI throughout its industry-leading creative, document, and marketing platforms. With earnin", "age_days": 7.8, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-adobe-earnings-ahead-software-192100897.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T19:21:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 34.0, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.038945, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 39, "published_display": "09 Sep 2026 19:21", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.8"}, {"url": "https://finance.yahoo.com/markets/options/articles/options-traders-betting-oracle-another-184352398.html", "tier": "direct", "title": "Options Traders Are Betting Oracle Has Another Move Left", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Options Trading"], "summary": "This article first appeared on GuruFocus. Enterprise software and cloud infrastructure company Oracle Corp. (ORCL, Financials) is set to report earnings with options traders looking for a big move.The corporation reports fiscal first-quarter data Thursday after the close of the market. Shares closed Tuesday at $162.52, up 2.4%. Options activity indicates traders don't expect a quiet reaction.Call purchasing has driven the bullish bias with special focus on the $175 strike. That would be nearly an 8% premium to Tuesday's closing price for Oracle. The enthusiasm comes as Oracle's cloud infrastru", "age_days": 7.8, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/options/articles/options-traders-betting-oracle-another-184352398.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T18:43:52+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 33.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.031381, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 18:43", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-disruptive-nature-very-compelling-164946016.html", "tier": "direct", "title": "Oracle\u2019s Disruptive Nature is Very Compelling", "topics": ["AI Infrastructure", "Cloud Computing", "Debt", "Dividends", "Earnings", "Revenue Growth"], "summary": "Quick Read Oracle's $638 billion contract backlog, up 363% year over year, validates its pitch as the lowest-cost AI infrastructure provider with IaaS revenue growth hitting 93% in Q4. Oracle embeds 72 datacenters inside AWS, Azure, and Google clouds, driving 404% Multicloud AI Database growth and winning AI spending regardless of which hyperscaler customers choose. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and s", "age_days": 7.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-disruptive-nature-very-compelling-164946016.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T16:49:46+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 33.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.042014, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 37, "published_display": "09 Sep 2026 16:49", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.9"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/amazon-oracle-extremely-anxious-upcoming-153726832.html", "tier": "direct", "title": "Amazon and Oracle Are Extremely Anxious About The Upcoming Fed Meeting", "topics": ["Balance Sheet", "Capex", "Cloud Computing", "Earnings", "Fed", "Free Cash Flow"], "summary": "Quick Read Oracle's OCI grew 93% and Amazon's AWS grew 37%, but both ORCL and AMZN now run negative free cash flow as AI datacenter capex explodes. Oracle must raise $40 billion in new debt into a 4.78% 10-year Treasury environment, making a Fed dovish pivot critical to avoid heavy shareholder dilution. Amazon's 39.4% AWS margins and diversified retail cash flows make it the safer AI cloud bet if rates stay elevated longer. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names", "age_days": 7.9, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amazon-oracle-extremely-anxious-upcoming-153726832.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T15:37:26+00:00", "tone_signals": ["Improving financial comparison", "Dilution risk"], "company_focus": 1.0, "freshness_pct": 45.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.05249, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 15:37", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-wall-street-sees-150052759.html", "tier": "direct", "title": "Oracle Stock: Wall Street Sees Massive Upside. Here\u2019s My Price Target", "topics": ["Cloud Computing", "Earnings", "Price Target"], "summary": "Quick Read ORCL earns a high-conviction BUY at a $219 price target, with its $638 billion backlog up 363% driving the 35% upside case. ORCL's forward P/E of 21 looks cheap against MSFT's 27 and AMZN's 36, even as OCI growth of 93% outpaces both clouds. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) has become one of the most talked-about names in the AI in", "age_days": 8.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-wall-street-sees-150052759.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T15:00:52+00:00", "tone_signals": ["Positive analyst conviction"], "company_focus": 1.0, "freshness_pct": 33.2, "sentiment_pct": 66, "evidence_basis": "archived_article", "evidence_share": 1.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.054485, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 47, "published_display": "09 Sep 2026 15:00", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-141400515.html", "tier": "direct", "title": "Zacks Investment Ideas feature highlights: Oracle", "topics": ["AI", "Cloud", "Cloud Computing", "Credit Rating", "Debt Financing", "Earnings"], "summary": "For Immediate Release Chicago, IL \u2013 September 9, 2026 \u2013 Today, Zacks Investment Ideas feature highlights Oracle ORCL. Oracle's $638B Backlog Meets Its Balance Sheet Thursday There is no company in technology where the gap between operating momentum and share price is wider thanOracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly $638 billion \u2014 a backlog that grew 363% last year and now dwarfs the company's entire $67.4 billion of annual revenue. Cloud infrastructure revenue grew 93% last q", "age_days": 8.0, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-141400515.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T14:14:00+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 45.3, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.059911, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 14:14", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://seekingalpha.com/news/4641168-oracle-earnings-options-traders-eye-175-strike-on-heavy-call-bias?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle earnings: Options traders eye $175 strike on heavy call bias", "topics": ["Earnings", "Earnings Report", "Earnings Surprise", "Options Trading", "Price Target"], "summary": "[Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle Corporation (ORCL [https://seekingalpha.com/symbol/ORCL]) is set to release its fiscal Q1 earnings report on Thursday after the market closes, and options traders are positioning for a double-digit post-earnings price swing. Shares of the software giant closed Tuesday's session at $162.52, climbing 2.4%, as market participants solidified their bets ahead of the release. Based on the at-the-money straddle pricing for the Sept. 11 expiration [https://seekingalpha.com/symbol/ORCL/options], the market is implying a post-e", "age_days": 8.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4641168-oracle-earnings-options-traders-eye-175-strike-on-heavy-call-bias?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-09T12:44:51+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 32.8, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.044798, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 12:44", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-earnings-report-reveal-120515420.html", "tier": "direct", "title": "Oracle or Adobe: Which Earnings Report Will Reveal the True Growth Story?", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Dividends", "Earnings", "Free Cash Flow"], "summary": "Quick Read Oracle's cloud infrastructure revenue surged 93% year over year with remaining performance obligations up 363% to $638 billion, dwarfing Adobe's steady 13% growth. Oracle's negative $23.69 billion free cash flow and $40 billion in planned FY2027 financing make it a leveraged AI capex bet, not a retirement anchor. Adobe wins the retirement portfolio verdict despite paying no dividend, backed by $10 billion in operating cash flow and a fortress balance sheet. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't ma", "age_days": 8.1, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-earnings-report-reveal-120515420.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T12:05:15+00:00", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 1.0, "freshness_pct": 32.6, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 1.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.049097, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 40, "published_display": "09 Sep 2026 12:05", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1"}, {"url": "https://finance.yahoo.com/energy/articles/bloom-energy-delivered-power-oracle-100500731.html", "tier": "direct", "title": "Bloom Energy Delivered Power to an Oracle Data Center in 55 Days. Here's Why That Number Matters More Than the Revenue Beat.", "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Energy", "Fuel Cells", "Share Price"], "summary": "The largest bottleneck for the artificial intelligence (AI) infrastructure build-out is electricity. That is according to industry leaders, such as Elon Musk, who plans to invest tens of billions in AI data centers at Space Exploration Technologies. Bloom Energy (NYSE: BE) has been a huge winner during this electricity supply crunch, with its fuel-cell power solution utilized by data centers. It all comes down to the fact that Bloom Energy can bring power quickly to a data center, and in fact, it delivered power to an Oracle data center in just 55 days this year. Missed Nvidia in 2009? This Ra", "age_days": 8.2, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/energy/articles/bloom-energy-delivered-power-oracle-100500731.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T10:05:00+00:00", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "freshness_pct": 32.3, "sentiment_pct": 75, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.063832, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 56, "published_display": "09 Sep 2026 10:05", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-report-earnings-tomorrow-035118831.html", "tier": "direct", "title": "Oracle (ORCL) To Report Earnings Tomorrow: Here Is What To Expect", "topics": ["Earnings", "Guidance", "Revenue Estimates", "Revenue Growth", "Software"], "summary": "Enterprise software giant Oracle (NYSE:ORCL) will be reporting results this Thursday after the bell. Here's what investors should know. Oracle met analysts' revenue expectations last quarter, reporting revenues of $19.18 billion, up 20.6% year on year. It was a strong quarter for the company, with a solid beat of analysts' billings estimates and full-year guidance of accelerating revenue growth. Is Oracle a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting Oracle's revenue to grow 27.9% year on year, improving", "age_days": 8.4, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-report-earnings-tomorrow-035118831.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T03:51:18+00:00", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 1.0, "freshness_pct": 31.1, "sentiment_pct": 65, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.061492, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 46, "published_display": "09 Sep 2026 03:51", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-did-oracle-stock-pop-161042041.html", "tier": "direct", "title": "Why Did Oracle Stock Pop Today?", "topics": ["Artificial Intelligence", "Earnings", "Earnings Report", "Price Target", "Tech"], "summary": "Oracle (NYSE: ORCL) stock jumped 3.4% through 11:30 a.m. ET this morning after not one, not two, but three separate analysts chimed in with endorsements of the tech stock ahead of its upcoming fiscal Q1 2027 earnings report, due to come out after close of trading on Thursday, Sept. 10. In quick succession, first Oppenheimer analyst Brian Schwartz estimated Oracle stock is worth $275 a share, then Mizuho analyst Siti Panigrahi said $320, followed by Guggenheim analyst John DiFucci setting a $400 price target. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" si", "age_days": 8.9, "is_stale": false, "sentiment": "positive", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-did-oracle-stock-pop-161042041.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T16:10:42+00:00", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "freshness_pct": 12.8, "sentiment_pct": 62, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.018847, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 38, "published_display": "08 Sep 2026 16:10", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4"}, {"url": "https://finance.yahoo.com/video/what-investors-really-need-to-see-from-oracle-earnings-this-week-150710768.html", "tier": "direct", "title": "What investors 'really' need to see from Oracle earnings this week", "topics": ["Debt Issuance", "Earnings", "Quarterly Earnings", "Tech", "Technology"], "summary": "Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective. View Comments", "age_days": 9.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/what-investors-really-need-to-see-from-oracle-earnings-this-week-150710768.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T15:07:10+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 28.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.021798, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 15:07", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/prediction-oracles-638-billion-cloud-145000850.html", "tier": "direct", "title": "Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Growth", "Earnings Per Share", "Earnings Report"], "summary": "The past year has been a forgettable one for Oracle (NYSE: ORCL) investors, as shares of the cloud computing infrastructure provider have slipped 32% over this period. The tech-laden Nasdaq Composite index, meanwhile, has gained 22% over the past year. Oracle's poor returns during this period can be attributed to its rising debt and dwindling free cash flow. The company is aggressively building artificial intelligence (AI) data centers to meet the tremendous demand for its cloud infrastructure, which runs AI workloads and database services. Missed Nvidia in 2009? This Rare Signal Is Flashing A", "age_days": 9.0, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/prediction-oracles-638-billion-cloud-145000850.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T14:50:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 41.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.038462, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 14:50", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-micron-alphabet-nvidia-132800804.html", "tier": "direct", "title": "Oracle, Adobe, Micron, Alphabet and Nvidia are part of Zacks Earnings Preview", "topics": ["Earnings", "Earnings Growth", "Energy", "Estimate Revisions", "Quarterly Results", "Revenue Estimates"], "summary": "For Immediate Release Chicago, IL \u2013 September 8, 2026 \u2013 Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Oracle ORCL, Adobe ADBE, Micron MU, Alphabet GOOGL and Nvidia NVDA. Looking Ahead to Q3 Earnings Season: What to Expect S&P 500 profits have expanded for 12 straight quarters, showing powerful momentum that reaches far beyond Big Tech. That sets a strong backdrop for the start of Q3 earnings season, which begins Thursday, September 10th, with quarterly reports from Oracle and Adobe. The 2026 Q3 earnings for the S&P 500 index are expected", "age_days": 9.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-micron-alphabet-nvidia-132800804.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:28:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 28.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.02429, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 13:28", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-rallies-5-morgan-stanley-131627036.html", "tier": "direct", "title": "Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Release", "Earnings Report", "Free Cash Flow"], "summary": "Quick Read Morgan Stanley's Oracle price target raise sent ORCL up 5% and lifted CRWV 2%, even as Oracle remains down 14% year to date. Snowflake sits out Tuesday's AI cloud rally despite Q2 FY2027 revenue rising 35% YoY to $1.55 billion, while SPY slips 0.2%. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. AI cloud infrastructure names are moving higher Tuesday morning after", "age_days": 9.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-rallies-5-morgan-stanley-131627036.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:16:27+00:00", "tone_signals": ["Analyst upgrade", "Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "freshness_pct": 28.6, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.089803, "influence_label": "High", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 65, "published_display": "08 Sep 2026 13:16", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.9"}, {"url": "https://finance.yahoo.com/technology/ai/articles/mizuho-sees-oracle-320-ai-130138247.html", "tier": "direct", "title": "Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Earnings Report", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has spent billions of dollars attempting to keep up with the top cloud providers. Mizuho says investors are about to get the pay-off. The brokerage maintained its Outperform rating and $320 price target ahead of Oracle's fiscal first-quarter earnings on Sept. 10. The answer is capacity. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Mizuho estimates that around 1 gigawatt of new Oracle Cloud Infrastructure capacity will b", "age_days": 9.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/mizuho-sees-oracle-320-ai-130138247.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:01:38+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 28.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.026492, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 13:01", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-low-cost-cloud-124744840.html", "tier": "direct", "title": "Why Oracle\u2019s Low-Cost Cloud Changes Everything", "topics": ["AI", "Cloud Infrastructure", "Dividends", "Earnings", "Multicloud", "Shareholder"], "summary": "Quick Read Oracle Cloud Infrastructure revenue surged 93% to $5.8 billion in Q4, with GPU utilization at 97.5% and $638 billion in contracted backlog. Oracle embeds inside Amazon, Google, and Microsoft clouds via 72 Multicloud datacenters, with Multicloud revenue up 404% year-over-year in Q4. Despite heavy liabilities, operating cash flow grew 54% to $32 billion in FY2026, with most capital already pre-sold through contracted obligations. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email t", "age_days": 9.1, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-low-cost-cloud-124744840.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T12:47:44+00:00", "tone_signals": ["Large positive market reaction", "Improving financial comparison", "Operating growth"], "company_focus": 1.0, "freshness_pct": 28.5, "sentiment_pct": 68, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.061509, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 49, "published_display": "08 Sep 2026 12:47", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/discount-hyperscaler-oracle-direct-threat-113554836.html", "tier": "direct", "title": "Discount Hyperscaler: Oracle\u2019s Direct Threat to AWS", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Revenue Growth"], "summary": "Quick Read Oracle's cloud revenue surged 93% with a $638B backlog, while AWS posted $42B in revenue at a 39% operating margin. Oracle undercuts AWS by letting customers prepay and bring their own GPUs, but a $40B FY27 debt raise signals serious capital risk. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names that beat AMZN. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) and Amazon (NASDAQ:AMZN) both closed fresh quarters ", "age_days": 9.1, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/discount-hyperscaler-oracle-direct-threat-113554836.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T11:35:54+00:00", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 0.78, "freshness_pct": 28.3, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.038742, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 78, "evidence_strength": 42, "published_display": "08 Sep 2026 11:35", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.8"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-keeps-falling-while-113456535.html", "tier": "direct", "title": "Oracle Stock Keeps Falling While Wall Street Holds Firm\u2014Who\u2019s Right?", "topics": ["AI", "Capital Expenditures", "Cloud Infrastructure", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Quick Read Oracle (ORCL) trades 34% below Wall Street's $242 consensus target despite $638 billion in contracted backlog and 93% Cloud Infrastructure revenue growth. Oracle has derated harder than Microsoft, Amazon, and Alphabet over the past year despite leading the AI peer group in RPO growth rate. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) currently", "age_days": 9.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-keeps-falling-while-113456535.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T11:34:56+00:00", "tone_signals": ["Missed expectations", "Operating growth"], "company_focus": 1.0, "freshness_pct": 28.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.027871, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 11:34", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/options/articles/oracle-stock-flashes-stunning-signal-122129801.html", "tier": "direct", "title": "Oracle Stock Flashes Stunning Signal Before Earnings", "topics": ["AI", "Cash Flow", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) stock is flashing a stunning pre-earnings signal as options traders brace for an 11.2% move following its fiscal first-quarter report on September 10. At $157.62, the implied swing is about $17.65, creating a post-earnings range near $140 to $175. Options do not predict direction. They show the volatility priced into the event. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Wall Street expects revenue of $19.13 billion, up nearly 28%,", "age_days": 10.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/options/articles/oracle-stock-flashes-stunning-signal-122129801.html", "source_name": "GuruFocus.com", "published_at": "2026-09-07T12:21:29+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 24.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.029315, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "07 Sep 2026 12:21", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/b2830da4-cac0-36ce-84cb-4e4f817ae151/oracle-has-fallen-nearly-20%25.html", "tier": "direct", "title": "Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It\u2019s Going to Double and Then Some", "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Report", "Free Cash Flow", "Growth Rate"], "summary": "Quick Read Oracle (ORCL) sits 52% below the $242 consensus target, while Guggenheim's John DiFucci holds a Street-high $400 Buy rating implying the stock more than doubles. Microsoft (MSFT) and Amazon (AMZN) both gained in 2026 with implied upside ranging from 15% to 27%, confirming Oracle's selloff is company-specific rather than a sector-wide rotation. A $638 billion RPO backlog, which is up 363% year over year, anchors the bull case despite Oracle burning through $24 billion in negative free cash flow. Just released. Our analysts combed the entire stock market and named the ten best stocks ", "age_days": 10.1, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/b2830da4-cac0-36ce-84cb-4e4f817ae151/oracle-has-fallen-nearly-20%25.html", "source_name": "24/7 Wall St.", "published_at": "2026-09-07T11:25:46+00:00", "tone_signals": ["Missed expectations", "Buy Rating"], "company_focus": 0.78, "freshness_pct": 9.7, "sentiment_pct": 48, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00749, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "07 Sep 2026 11:25", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-putting-hpe-juniper-gear-083309249.html", "tier": "direct", "title": "Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?", "topics": ["AI", "Cloud Infrastructure", "Hedge Funds", "Networking", "Supply Chain"], "summary": "Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), making the arrangement strategically important without turning every possible deployment into booked revenue.Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid fo", "age_days": 10.2, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-putting-hpe-juniper-gear-083309249.html", "source_name": "Insider Monkey", "published_at": "2026-09-07T08:33:09+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 24.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.019931, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "07 Sep 2026 08:33", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/battered-oracle-may-poised-rally-040100093.html", "tier": "direct", "title": "Battered Oracle May Be Poised for Rally as Investors Renew Software Bets", "topics": ["AI", "Cloud", "Credit Rating", "Debt", "Earnings", "Earnings Release"], "summary": "Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Shares in Oracle have tumbled 18.5% this year and, in July, ratings agency S&P Global downgraded the company's credit rating to one notch above junk status. Oracle has been dogged by broader concerns about the software sector, as well as the debt pile it's amassing in pursuit of becoming a major AI cloud hyperscaler alongside Microsoft, Amazon and Google. So, naturally, in advance of the company's upcoming earnings report on Thursday, some analysts see a golden buying opportuni", "age_days": 10.4, "is_stale": false, "sentiment": "positive", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/battered-oracle-may-poised-rally-040100093.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-07T04:01:00+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 35.7, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.047894, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 38, "published_display": "07 Sep 2026 04:01", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1"}, {"url": "https://finance.yahoo.com/m/736d38bc-4861-37a5-bebd-9353ee16aa26/inflation%2C-apple%2C-adobe%2C.html", "tier": "direct", "title": "Inflation, Apple, Adobe, Oracle, Macy\u2019s, and More to Watch This Week", "topics": ["Earnings", "Inflation"], "summary": "The consumer price index release on Friday could be the most consequential economic data release in many years. Apple will hold an event, and we\u2019ll see earnings from Casey\u2019s General, Krogers, Academy Sports, and others. Continue Reading", "age_days": 10.8, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/736d38bc-4861-37a5-bebd-9353ee16aa26/inflation%2C-apple%2C-adobe%2C.html", "source_name": "Barrons.com", "published_at": "2026-09-06T18:00:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 22.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.025043, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "06 Sep 2026 18:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/own-both-oracle-nuscale-different-101200827.html", "tier": "direct", "title": "I Own Both Oracle and NuScale for Different Reasons. Here's How They Fit Together.", "topics": ["Artificial Intelligence", "Cloud Infrastructure", "Data Centers", "Earnings Per Share", "Fourth Quarter", "Nuclear Energy"], "summary": "The four largest hyperscalers, Amazon, Alphabet, Microsoft, and Meta Platforms, will spend $725 billion in capital expenditures this year. UBS projects that over the three years from 2026 to 2028, hyperscalers could spend as much as $4.1 trillion on AI infrastructure. Oracle (NYSE: ORCL) and NuScale Power (NYSE: SMR) are two stocks I own that play different roles in the AI build-out. Compute and power are both valuable, scarce resources in this evolving AI world, and Oracle and NuScale Power could both benefit. Here's what investors need to know. Missed Nvidia in 2009? This Rare Signal Is Flas", "age_days": 11.2, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/own-both-oracle-nuscale-different-101200827.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-06T10:12:00+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 21.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.018064, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "06 Sep 2026 10:12", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/own-oracle-ai-boom-ptcs-212329139.html", "tier": "direct", "title": "Own Oracle For The AI Boom? PTC's Story Looks Cleaner", "topics": ["AI", "Balance Sheet", "Capital Expenditure", "Digital Transformation", "Guidance", "Share Price"], "summary": "Image by Pexels from Pixabay Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout. If you own Oracle (ORCL) or its smaller application software rival PTC, you likely hold it for the same reason: to get a piece of the corporate spending boom on AI and digital transformation. Both companies sell the critical software that runs modern business. But a sharp divergence in their recent performance and forward-looking statements raises a crucial question: for the same ", "age_days": 12.7, "is_stale": false, "sentiment": "neutral", "event_type": "guidance", "tier_label": "Direct company coverage", "event_label": "Guidance", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/own-oracle-ai-boom-ptcs-212329139.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T21:23:29+00:00", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "freshness_pct": 28.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.022262, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "04 Sep 2026 21:23", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-jumps-638-billion-backlog-193041398.html", "tier": "direct", "title": "Oracle Jumps Before Its $638 Billion Backlog Faces Reality", "topics": ["AI", "Cloud", "Earnings", "Earnings Report", "Free Cash Flow", "Infrastructure"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and cloud-infrastructure powerhouse, climbed approximately 2.3% to $157.62 Friday after locking in September 10 for its fiscal first-quarter earnings report. Wall Street now wants proof that Oracle's monster artificial-intelligence backlog can become monster revenue. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.Oracle Jumps Before Its $638 Billion Backlog Faces Reality\u00b7us.finance.gurufocus The demand is already there. Remaining performanc", "age_days": 12.8, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-jumps-638-billion-backlog-193041398.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T19:30:41+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 17.0, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.016936, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 19:30", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracles-next-earnings-report-could-183334437.html", "tier": "direct", "title": "Oracle's Next Earnings Report Could Move the Stock 11%", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has been aggressive in building out its AI cloud business. Now investors want to see what that spending is delivering. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.Oracle's Next Earnings Report Could Move the Stock 11%\u00b7us.finance.gurufocus Oracle announces fiscal first-quarter results Sept. 10 and the options market is pricing in a move of around 11.2% in either direction. That's a tremendous swing for a corporation the size of Oracle. Str", "age_days": 12.8, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracles-next-earnings-report-could-183334437.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T18:33:34+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 16.9, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.018376, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 18:33", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-apos-successive-layoffs-generate-171937487.html", "tier": "direct", "title": "Oracle's Successive Layoffs to Generate Funds for AI Infrastructure Buildout Carry Execution Risk, RBC Says", "topics": ["Artificial Intelligence", "Workforce Reduction"], "summary": "Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 12.9, "is_stale": false, "sentiment": "negative", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-apos-successive-layoffs-generate-171937487.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T17:19:37+00:00", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "freshness_pct": 5.1, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.006568, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 38, "published_display": "04 Sep 2026 17:19", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-heads-q1-results-ai-162154917.html", "tier": "direct", "title": "Oracle Heads Into Q1 Results With AI Investment, Stargate in Focus, RBC Capital Markets Says", "topics": ["Financial Results"], "summary": "Oracle (ORCL) is heading into its fiscal Q1 financial results with investors focused on artificial i PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 12.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-heads-q1-results-ai-162154917.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T16:21:54+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 16.7, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.018144, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 16:21", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/20768e17-5c9c-3688-91b0-d9f334e44da6/oracle-stock-climbs-ahead-of.html", "tier": "direct", "title": "Oracle Stock Climbs Ahead Of Earnings After OpenAI Astra Release", "topics": ["Earnings"], "summary": "Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings. Continue Reading", "age_days": 12.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/20768e17-5c9c-3688-91b0-d9f334e44da6/oracle-stock-climbs-ahead-of.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T15:42:47+00:00", "tone_signals": ["Positive market reaction"], "company_focus": 1.0, "freshness_pct": 16.7, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.028142, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 41, "published_display": "04 Sep 2026 15:42", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.6"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-gets-fair-030852432.html", "tier": "direct", "title": "Oracle (ORCL) Stock Gets Fair Value Trim As Analysts Split On AI And Capex", "topics": ["AI", "Capex", "Cloud", "Credit Rating", "Earnings", "Price Target"], "summary": "Oracle's updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as new research arrives. Analyst Price Targets don't always capture the full story. Head over to our Compa", "age_days": 13.5, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-gets-fair-030852432.html", "source_name": "Simply Wall St.", "published_at": "2026-09-04T03:08:52+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 4.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.002941, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 03:08", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/blackline-upland-software-zeta-global-215118296.html", "tier": "direct", "title": "BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know", "topics": ["Earnings", "Financial Results", "Inflation", "Rates", "Tech", "Treasuries"], "summary": "BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know What Happened? A number of stocks traded in opposite directions in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake. Lower Treasury yields supported the move after Fed Governor Christopher Waller signaled support for keeping rates steady. The 10-year yield fell to 4.756%, while the 2-year yield declined to 4.328%, according to CNBC.Because software valuations are heavily b", "age_days": 13.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/blackline-upland-software-zeta-global-215118296.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T21:51:18+00:00", "tone_signals": ["Large negative market reaction"], "company_focus": 1.0, "freshness_pct": 15.0, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017016, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "03 Sep 2026 21:51", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/2d5a9755-e9aa-38d7-a209-623e68c61bd1/why-oracle-is-the-next.html", "tier": "direct", "title": "Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally", "topics": ["Earnings", "Price Target"], "summary": "Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle\u2019s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week. Continue Reading", "age_days": 14.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/2d5a9755-e9aa-38d7-a209-623e68c61bd1/why-oracle-is-the-next.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T12:59:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 14.3, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.3, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.01634, "influence_label": "Low", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 35, "published_display": "03 Sep 2026 12:59", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.3"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/where-oracle-stock-5-years-123700306.html", "tier": "direct", "title": "Where Will Oracle Stock Be in 5 Years?", "topics": ["AI", "Cloud Computing", "Debt", "Revenue"], "summary": "The past 12 months have been a wild ride for Oracle (NYSE: ORCL). Its stock reached record highs almost a year ago as it announced a $300 billion, multiyear deal with OpenAI that dramatically increased its backlog. However, the optimism from that deal quickly faded as investors became more aware of OpenAI's financial struggles, prompting questions about whether it could meet the financial obligations of its deal with Oracle. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years,", "age_days": 14.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/where-oracle-stock-5-years-123700306.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T12:37:00+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 14.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.011602, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "03 Sep 2026 12:37", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-down-25-jefferies-says-210301665.html", "tier": "direct", "title": "Oracle Is Down 25%. Jefferies Says the Worst May Be Priced In", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Financials", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has had a rough year, but Jefferies thinks much of the bad news may already be reflected in the stock. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Oracle shares are down about 25% year to date, while concerns around heavy capital spending, financing needs and AI data center execution have weighed on sentiment. Jefferies analyst Brent Thill still sees opportunity. He reiterated a Buy rating on Oracle ahead of fiscal first-quarter earnings", "age_days": 14.7, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-down-25-jefferies-says-210301665.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T21:03:01+00:00", "tone_signals": ["Buy Rating"], "company_focus": 1.0, "freshness_pct": 3.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.002432, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 21:03", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/hpe-oracle-deepen-networking-collaboration-200600156.html", "tier": "direct", "title": "HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI Infrastructure", "topics": ["AI Infrastructure", "Cloud Computing", "Data Centers", "Networking"], "summary": "Oracle plans multi-year, global deployment of HPE Juniper Networking across one of the industry's largest AI infrastructure buildouts HOUSTON, September 02, 2026--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced an expanded collaboration with Oracle to help scale Oracle's global AI infrastructure by deploying HPE Juniper Networking across Oracle's AI data centers. The expanded collaboration builds on more than a decade of engineering work between Oracle and Juniper Networks and includes networking support services and financing capabilities. Today, HPE Juniper Networking routing and switching ", "age_days": 14.7, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "press_release", "source_link": "https://finance.yahoo.com/technology/ai/articles/hpe-oracle-deepen-networking-collaboration-200600156.html", "source_name": "Business Wire", "published_at": "2026-09-02T20:06:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 0.78, "freshness_pct": 0.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000369, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "02 Sep 2026 20:06", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-sets-date-first-quarter-200000286.html", "tier": "direct", "title": "Oracle Sets the Date for its First Quarter Fiscal Year 2027 Earnings Announcement", "topics": ["Earnings", "Financial Results"], "summary": "Earnings Results to be released on September 10, 2026, After the Close of the Market AUSTIN, Texas, Sept. 2, 2026 /PRNewswire/ -- Oracle Corporation today announced that its first quarter fiscal year 2027 results will be released on Thursday, September 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor. About Oracle Oracle offers integrated suites of applications plus secure, autonomous infrastru", "age_days": 14.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "press_release", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-sets-date-first-quarter-200000286.html", "source_name": "PR Newswire", "published_at": "2026-09-02T20:00:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 12.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.012066, "influence_label": "None", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 20:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/a646837a-5d6e-3709-ad6c-7f77c6c6afba/is-oracle-stock-a-hedge-or-a.html", "tier": "direct", "title": "Is Oracle Stock A Hedge Or A Downside Trap?", "topics": [], "summary": "", "age_days": 14.8, "is_stale": false, "sentiment": "negative", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/a646837a-5d6e-3709-ad6c-7f77c6c6afba/is-oracle-stock-a-hedge-or-a.html", "source_name": "Trefis", "published_at": "2026-09-02T18:07:03+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 0.6, "sentiment_pct": 43, "evidence_basis": "headline_only", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000435, "influence_label": "Low", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 28, "published_display": "02 Sep 2026 18:07", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/m/fe2befc5-1055-3ae2-8e96-c1a4b0dc3660/openai%E2%80%99s-%24300b-deal-could.html", "tier": "direct", "title": "OpenAI\u2019s $300B Deal Could Make Oracle the Weak Link in the AI Boom", "topics": ["AI", "Cloud Infrastructure", "Credit Rating", "Ratings"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle(NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. \"If OpenAI runs into trouble, I think we can say that there's a good chance that Oracle may also run into trouble,\" Mallaby said on CFR's The Spillover podcast, pointing to Oracle's heavier debt load and dependence on OpenAI. The warning comes as OpenAI CEO Sam Altmansays he is seeing signs of \"unsustainable silliness\" in the wider com", "age_days": 14.8, "is_stale": false, "sentiment": "negative", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/fe2befc5-1055-3ae2-8e96-c1a4b0dc3660/openai%E2%80%99s-%24300b-deal-could.html", "source_name": "Benzinga Prediction Markets", "published_at": "2026-09-02T17:44:12+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 23.0, "sentiment_pct": 39, "evidence_basis": "archived_article", "evidence_share": 0.9, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.041977, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 39, "published_display": "02 Sep 2026 17:44", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.9"}, {"url": "https://finance.yahoo.com/m/8e52ed32-365c-3e70-8174-0139cb38037c/oracle-to-face-earnings-test.html", "tier": "direct", "title": "Oracle To Face Earnings Test After Wild Year Riding AI Wave", "topics": ["AI"], "summary": "It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then. Continue Reading", "age_days": 14.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/8e52ed32-365c-3e70-8174-0139cb38037c/oracle-to-face-earnings-test.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T15:52:24+00:00", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 1.0, "freshness_pct": 12.6, "sentiment_pct": 62, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.023348, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 40, "published_display": "02 Sep 2026 15:52", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-close-1-trillion-market-130500091.html", "tier": "direct", "title": "Can Oracle Get Close to a $1 Trillion Market Cap Again?", "topics": ["AI", "Cloud Computing", "Earnings", "Fourth Quarter", "Growth Rate", "Net Income"], "summary": "It wasn't long ago when Oracle (NYSE: ORCL) was approaching a $1 trillion market cap, thanks in large part to optimism about its cloud computing business. However, the stock is down by more than 50% from the all-time high it set almost a year ago, and it currently has a market cap below $500 billion. This dramatic drop has created a buying opportunity, and if Oracle can continue to ride the tailwinds of the AI megatrend for multiple years, it has a real shot at recovering past that peak and reaching a $1 trillion valuation for the first time. Missed Nvidia in 2009? This Rare Signal Is Flashing", "age_days": 15.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-close-1-trillion-market-130500091.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T13:05:00+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 12.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.010573, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 13:05", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-could-23-undervalued-210708787.html", "tier": "direct", "title": "Oracle (ORCL) Could Be 23% Undervalued On Its Cloud And AI Narrative", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Growth", "Intrinsic Value"], "summary": "Oracle (ORCL) is back in focus after Oracle Health rolled out new Clinical AI Agent features in the U.S., extending automation across documentation, coding, and chart review workflows inside electronic health records. Despite the new Oracle Health AI features and large cloud and AI contracts, Oracle's share price is still down 23.81% year to date and the 1 year total shareholder return is down 33.30%. However, the 5 year total shareholder return of 77.24% shows that long term investors have seen a very different experience. Scan Oracle's AI and cloud story against a curated group of peers by r", "age_days": 15.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-could-23-undervalued-210708787.html", "source_name": "Simply Wall St.", "published_at": "2026-09-01T21:07:08+00:00", "tone_signals": ["Positive valuation view"], "company_focus": 1.0, "freshness_pct": 11.3, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017634, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 36, "published_display": "01 Sep 2026 21:07", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/soundhound-ai-fastly-oracle-shares-202620102.html", "tier": "direct", "title": "SoundHound AI, Fastly, and Oracle Shares Plummet, What You Need To Know", "topics": ["Earnings", "Energy", "Geopolitical Tensions", "Inflation", "Interest Rates", "Quarterly Earnings"], "summary": "What Happened? A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite. Bloomberg reported renewed conflict between the U.S. and Iran in the Strait of Hormuz pushed crude oil prices sharply higher, reviving inflation concerns across global markets. At the same time, Bloomberg also reported global government bond yields reached multiyear highs as investors weighed the growing likelihood of a Federal Reserve interest rate hike in September. Rising Treasury yields present significant", "age_days": 15.7, "is_stale": false, "sentiment": "neutral", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/soundhound-ai-fastly-oracle-shares-202620102.html", "source_name": "StockStory", "published_at": "2026-09-01T20:26:20+00:00", "tone_signals": ["Negative analyst concern"], "company_focus": 1.0, "freshness_pct": 0.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000293, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 20:26", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-4-1-cowen-201017168.html", "tier": "direct", "title": "Oracle Slides 4.1% as Cowen Cuts Target Despite $638 Billion Backlog", "topics": ["Cloud Computing", "Earnings", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and AI cloud giant, tumbled approximately 4.1% to $142.995 Tuesday after TD Cowen chopped its price target from $300 to $240. The firm kept its Buy rating, but the message was clear: Oracle's October analyst meeting must deliver convincing cloud-growth targets and a credible path through its massive AI spending cycle. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The numbers are hugeand so is the bill. Oracle's fiscal 2026 reve", "age_days": 15.7, "is_stale": false, "sentiment": "negative", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-4-1-cowen-201017168.html", "source_name": "GuruFocus.com", "published_at": "2026-09-01T20:10:17+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 2.6, "sentiment_pct": 42, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.003157, "influence_label": "Low", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 31, "published_display": "01 Sep 2026 20:10", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/m/bd36ee69-16d5-35b9-aa6b-d61e862205c3/why-is-oracle-stock-down.html", "tier": "direct", "title": "Why Is Oracle Stock Down Today?", "topics": [], "summary": "", "age_days": 15.8, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/bd36ee69-16d5-35b9-aa6b-d61e862205c3/why-is-oracle-stock-down.html", "source_name": "Motley Fool", "published_at": "2026-09-01T18:12:45+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 0.4, "sentiment_pct": 50, "evidence_basis": "headline_only", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000222, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 18:12", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-4-bond-selloff-161344174.html", "tier": "direct", "title": "Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips", "topics": ["Balance Sheet", "Cloud Computing", "Earnings", "Rates", "Ratings", "Restructuring"], "summary": "Quick Read Oracle (ORCL) slides 4% and Nebius (NBIS) drops 3% as the 10-year Treasury yield climbs to a one-year high of 4.8%. Cloud ETF SKYY falls 2% versus QQQ's 1% drop, confirming debt-heavy AI infrastructure stocks absorb rate shocks harder than broad large-cap tech. Oracle funded $56 billion in fiscal 2026 capex by raising $43 billion in debt, leaving it the most leveraged mega-cap AI builder when borrowing costs rise. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. A global bond selloff that lift", "age_days": 15.9, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-4-bond-selloff-161344174.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T16:13:44+00:00", "tone_signals": ["Large negative market reaction"], "company_focus": 1.0, "freshness_pct": 11.0, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.025055, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 50, "published_display": "01 Sep 2026 16:13", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-orcl-poised-beat-161002495.html", "tier": "direct", "title": "Why Oracle (ORCL) is Poised to Beat Earnings Estimates Again", "topics": ["Consensus Estimate", "Earnings", "Earnings Release", "Price Target", "Software"], "summary": "Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Oracle (ORCL), which belongs to the Zacks Computer - Software industry. This software maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 6.47%. For the most recent quarter, Oracle was expected to post earnings of $1.96 per share, but it reported $2.11 per share instead, representing a surprise of 7.65%. For the pre", "age_days": 15.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-orcl-poised-beat-161002495.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T16:10:02+00:00", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 1.0, "freshness_pct": 11.0, "sentiment_pct": 82, "evidence_basis": "archived_article", "evidence_share": 0.7, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.033305, "influence_label": "High", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 61, "published_display": "01 Sep 2026 16:10", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.7"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-earnings-expected-grow-140002887.html", "tier": "direct", "title": "Oracle (ORCL) Earnings Expected to Grow: Should You Buy?", "topics": ["Consensus Estimate", "Earnings", "Earnings Release", "Earnings Report", "Estimate Revisions", "Price Target"], "summary": "The market expects Oracle (ORCL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and f", "age_days": 16.0, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-earnings-expected-grow-140002887.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T14:00:02+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 10.9, "sentiment_pct": 66, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017646, "influence_label": "Medium", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 42, "published_display": "01 Sep 2026 14:00", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4"}, {"url": "https://finance.yahoo.com/technology/articles/innofin-solutions-joins-ascend-partners-130000609.html", "tier": "direct", "title": "InnoFin Solutions Joins Ascend Partners to Accelerate Office of the CFO Digital Transformation", "topics": ["Data Transformation", "Financial Transformation", "M A", "Oracle Epm", "Public Sector"], "summary": "Global FP&A leader taps popular Oracle EPM practice to drive financial and data transformation at commercial and government organizations across North America NEW YORK, September 1, 2026 /PRNewswire/ -- Ascend Partners (Ascend), a OneStream Diamond Partner and expert in Office of the CFO digital transformation, today announced its acquisition of InnoFin Solutions (InnoFin), a recognized leader in Oracle Enterprise Performance Management (EPM) implementation. The transaction provides InnoFin, known for its expertise in supporting U.S. state, local, and education (SLED) organizations, with acces", "age_days": 16.0, "is_stale": false, "sentiment": "positive", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/innofin-solutions-joins-ascend-partners-130000609.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T13:00:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 0.86, "freshness_pct": 20.4, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.021925, "influence_label": "Low", "event_confidence": 77, "company_focus_pct": 86, "evidence_strength": 35, "published_display": "01 Sep 2026 13:00", "direction_included": true, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/healthcare/articles/ambient-clinical-analytics-joins-oracles-130000018.html", "tier": "direct", "title": "Ambient Clinical Analytics Joins Oracle's Partner Program", "topics": ["Clinical Trials", "Fda Approval", "Healthcare"], "summary": "Ambient Clinical Analytics will use Oracle technologies to win and drive customer success together with Oracle. ROCHESTER, Minn., Sept. 1, 2026 /PRNewswire/ -- Ambient Clinical Analytics, a leading provider of intelligent clinical systems, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, Ambient Clinical Analytics has the opportunity to establish Oracle-related knowledge in delivering clinical decision support, vi", "age_days": 16.0, "is_stale": false, "sentiment": "neutral", "event_type": "regulatory", "tier_label": "Direct company coverage", "event_label": "Regulatory and legal", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/ambient-clinical-analytics-joins-oracles-130000018.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T13:00:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "freshness_pct": 20.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.025413, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 13:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-apple-oracle-face-rising-125102091.html", "tier": "direct", "title": "Microsoft, Apple and Oracle Face Rising Rate Pressure", "topics": ["Tech", "Technical Analysis", "Uptrend"], "summary": "Microsoft (MSFT) Technical AnalysisMicrosoft trades at 507.29, holding above the 477.31 support after a strong breakout, with both EMAs trending upward below at 453 and 435. Source: TradingView. Microsoft looks like it's going to open up the session on the back foot, as a gap lower is more likely than not at this point. Perhaps forming a little bit of a double top for technicians to pay attention to, but ultimately this is a market that's still very much in an uptrend, and this pullback could end up being a buying opportunity. We'll just have to wait and see. But ultimately, this is a market t", "age_days": 16.0, "is_stale": false, "sentiment": "positive", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/microsoft-apple-oracle-face-rising-125102091.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:51:02+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 0.4, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000262, "influence_label": "Low", "event_confidence": 69, "company_focus_pct": 100, "evidence_strength": 28, "published_display": "01 Sep 2026 12:51", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-cutting-3-000-india-122511543.html", "tier": "direct", "title": "Oracle cutting 3,000 India jobs as Microsoft places 500 on PIPs", "topics": ["Cloud", "Earnings", "Restructuring", "Revenue Growth", "Tech"], "summary": "The Economic Times reports that Oracle is eliminating roughly 3,000 positions in India, while Microsoft has moved somewhere between 400 and 500 of its India employees onto performance improvement plans. Both actions reflect a broader industry shift in which tech firms are reorienting their spending and headcount around emerging priorities. Pareekh Jain, chief executive of market research firm EIIRTrend, said the affected employees amount to around 2% of Microsoft's India headcount, and that the performance improvement plan is being rolled out as part of a worldwide initiative at the company. T", "age_days": 16.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-cutting-3-000-india-122511543.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:25:11+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 10.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.008132, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 12:25", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/small-business/articles/asure-tax-now-available-oracle-120000857.html", "tier": "direct", "title": "Asure Tax Now Available on Oracle Marketplace", "topics": ["Hr Solutions", "Oracle", "Payroll"], "summary": "Asure Operations Asure Tax enables organizations running Oracle Fusion Cloud HCM to support multi-jurisdiction payroll tax filing, funding, and money movement services, without requiring organizations to migrate their payroll system of record AUSTIN, Texas, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Asure Software, Inc. (Nasdaq: ASUR), a provider of payroll and HR solutions for employers and enterprise payroll tax and treasury infrastructure, and an Oracle partner, has made Asure Tax available on Oracle Marketplace and can be integrated with Oracle Fusion Cloud Human Capital Management (HCM). Asure Ta", "age_days": 16.1, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/small-business/articles/asure-tax-now-available-oracle-120000857.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:00:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "freshness_pct": 0.4, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00029, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 12:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/heres-why-oracle-orcl-fell-214502379.html", "tier": "direct", "title": "Here's Why Oracle (ORCL) Fell More Than Broader Market", "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Financial Results", "Financials", "Price Target"], "summary": "Oracle (ORCL) ended the recent trading session at $149.12, demonstrating a -1.15% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.33% for the day. Elsewhere, the Dow saw a downswing of 0.7%, while the tech-heavy Nasdaq depreciated by 0.12%. Shares of the software maker witnessed a gain of 16.16% over the previous month, beating the performance of the Computer and Technology sector with its gain of 7.52%, and the S&P 500's gain of 3.87%. Market participants will be closely following the financial results of Oracle in its upcoming ", "age_days": 16.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/heres-why-oracle-orcl-fell-214502379.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T21:45:02+00:00", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "freshness_pct": 9.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.007074, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "31 Aug 2026 21:45", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-named-key-vendor-181313999.html", "tier": "direct", "title": "Oracle (ORCL) Is Named A Key Vendor In Blockchain And 5G Edge \u10d9\u10d5\u10da", "topics": ["5g", "AI", "Cloud Infrastructure", "Digital Infrastructure", "Enterprise Blockchain"], "summary": "Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that underpins cloud, automation and AI enabled enterprise applications. Analysts flag Oracle's role in areas such as decentralized finance, digital identity, tokenization, private 5G and edge based AI inference. For investors, the research points to Oracle's exposure across multiple technology themes tied to long term enterprise and industry transformation. Consider e", "age_days": 16.8, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-named-key-vendor-181313999.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T18:13:13+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 0.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000144, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "31 Aug 2026 18:13", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-using-healthcare-ai-170518372.html", "tier": "direct", "title": "Is Oracle (ORCL) Using Healthcare AI To Quietly Redefine Its Core Cloud Strategy?", "topics": ["AI", "Cloud", "Earnings", "Healthcare", "Revenue Growth"], "summary": "In August 2026, Oracle Health expanded its Clinical AI Agent in the U.S. to automate professional fee coding, support real-time dictation, and streamline chart review across electronic health records, while Oracle also featured at major AI and technology conferences. By tying these healthcare AI workflow tools into its broader cloud and AI stack, Oracle is aiming to deepen its role inside mission-critical clinical and enterprise systems. We'll now examine how Oracle Health's expanded Clinical AI Agent capabilities may influence the broader investment narrative around Oracle's AI and cloud ambi", "age_days": 16.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-using-healthcare-ai-170518372.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T17:05:18+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 9.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.007935, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "31 Aug 2026 17:05", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-big-tech-183002599.html", "tier": "direct", "title": "Oracle vs. Microsoft: Big Tech\u2019s AI Cloud Battle Has a New Underdog", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Growth", "Fourth Quarter"], "summary": "Microsoft (MSFT) and Oracle (ORCL) are both legacy tech giants, but when the AI boom took off, Microsoft had the clearer advantage. Azure already had enormous scale, and Microsoft's partnership with OpenAI gave it an early strategic advantage in the race. Oracle, meanwhile, looked like the one trying to catch up. But Oracle's position quickly changed. Oracle is rapidly expanding its AI infrastructure business, winning major contracts and emerging as an unexpected underdog in the AI cloud battle. Let's find out which is the better stock to buy now. More News from Barchart Jeff Bezos' Heartfelt ", "age_days": 18.8, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-big-tech-183002599.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-29T18:30:02+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 7.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00426, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "29 Aug 2026 18:30", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-underperforming-p-500-164453386.html", "tier": "direct", "title": "Is Oracle Stock Underperforming the S&P 500?", "topics": ["AI Infrastructure", "Cloud Computing", "Debt", "Equity Issuance", "Free Cash Flow", "Price Target"], "summary": "Austin, Texas-based Oracle Corporation (ORCL) is a global technology company specializing in enterprise software, databases, and cloud computing. Valued at a market cap of $434.5 billion, Oracle has built its business around its widely used database technology, while increasingly shifting its focus toward cloud infrastructure and AI-powered enterprise applications. Companies with a market capitalization of $200 billion or more are typically referred to as \"mega-cap stocks.\" ORCL fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and inf", "age_days": 18.9, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-underperforming-p-500-164453386.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-29T16:44:53+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 15.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.013366, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "29 Aug 2026 16:44", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-just-rallied-18-month-191315628.html", "tier": "direct", "title": "Oracle Just Rallied 18% in a Month: Take Profits, or Buy More?", "topics": ["AI", "AI Cloud", "Cloud", "Cloud Infrastructure", "Price Target", "Sector Performance"], "summary": "Quick Read Oracle's 18% one-month rally still leaves it down 21% YTD, framing the bounce as partial repair rather than a fresh leadership move. CoreWeave surged 24% and the SKYY ETF gained 20%, exposing Oracle's rally as a sector-wide AI cloud bid, not a solo breakout. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. Oracle (NYSE:ORCL) stock's 18% one-month rally looks like a comeback story on the surface, yet the shape of the move deserves a closer read before anyone declares leadership restored. The st", "age_days": 19.8, "is_stale": false, "sentiment": "positive", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-just-rallied-18-month-191315628.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-28T19:13:15+00:00", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 1.0, "freshness_pct": 1.0, "sentiment_pct": 84, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.002635, "influence_label": "High", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 58, "published_display": "28 Aug 2026 19:13", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/m/19bae549-cbc7-313f-aa16-80fa19ecd49a/oracle%27s-data-center-spending.html", "tier": "direct", "title": "Oracle's Data Center Spending Is Exploding. Here's the Power Stock That Actually Benefits.", "topics": ["Earnings", "Earnings Per Share", "Energy", "Renewables", "Tech"], "summary": "Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations. As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed fo", "age_days": 19.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/19bae549-cbc7-313f-aa16-80fa19ecd49a/oracle%27s-data-center-spending.html", "source_name": "Motley Fool", "published_at": "2026-08-28T17:25:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "freshness_pct": 6.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00691, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "28 Aug 2026 17:25", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/m/40f5ae0b-015a-349e-8075-9e27b29b4195/is-oracle-stock-getting-too.html", "tier": "direct", "title": "Is Oracle Stock Getting Too Cheap To Ignore After A 53% Drop?", "topics": ["Earnings", "Guidance", "Infrastructure", "Tech"], "summary": "Image from Pixabay For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold. Oracle (ORCL) has spent the past year getting cheaper while its order book got bigger. The stock is down about 34% over the trailing twelve months and sits roughly 53% below its high of the past year, at a market value of about $436.8 billion, even as contracted future work reached $638 billion. Just 12% Of The Backlog Is Expected To Reach Revenue Inside A Year Remaining performance obligations finished fiscal 2026 at $638 b", "age_days": 19.9, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/40f5ae0b-015a-349e-8075-9e27b29b4195/is-oracle-stock-getting-too.html", "source_name": "Trefis", "published_at": "2026-08-28T17:00:57+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 6.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.005886, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "28 Aug 2026 17:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/tesla-microsoft-oracle-stocks-eye-134037481.html", "tier": "direct", "title": "Tesla, Microsoft and Oracle Stocks Eye Gains Ahead of Fed Speech", "topics": ["Federal Reserve", "Tech", "Technical Analysis"], "summary": "TSLA Technical AnalysisTesla is holding at the $350 level with the 50-day EMA just above and the 200-day EMA declining near $381. Source: TradingView. The pre-market trading for Tesla is a bit positive, and we'll have to see whether or not that actually leads to further upward momentum with the 50-day EMA sitting just above. Ultimately, this is a market that has been noisy for a while, and with that being the case, I think we have to look at this as a situation where we are trying to build up that necessary momentum. And of course, the Kevin Warsh speech late in the day will give traders an id", "age_days": 20.0, "is_stale": false, "sentiment": "positive", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tesla-microsoft-oracle-stocks-eye-134037481.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-28T13:40:37+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 0.1, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 7.2e-05, "influence_label": "Low", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 31, "published_display": "28 Aug 2026 13:40", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-think-oracle-133003375.html", "tier": "direct", "title": "Wall Street Analysts Think Oracle (ORCL) Is a Good Investment: Is It?", "topics": ["Broker Recommendations", "Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target"], "summary": "Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Oracle (ORCL). Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the ", "age_days": 20.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-think-oracle-133003375.html", "source_name": "Zacks", "published_at": "2026-08-28T13:30:03+00:00", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "freshness_pct": 6.2, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.006806, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "28 Aug 2026 13:30", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/striim-infomedia-partner-bring-real-180000046.html", "tier": "direct", "title": "Striim and Infomedia Partner to Bring Real-Time Data Modernization to Enterprises Across LATAM", "topics": ["AI", "Cloud Modernization", "Data Integration", "Latam", "Real Time Data"], "summary": "Striim, Inc. PALO ALTO, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Striim, a global leader in real-time data intelligence for enterprise AI, today announced a strategic partnership with Infomedia, a leading enterprise technology and services company serving organizations across Mexico and broader Latin America. The partnership pairs Striim's real-time data streaming platform with Infomedia's deep knowledge and expertise in enterprise-grade databases and replication technologies, including Oracle and GoldenGate. Together with in-region delivery capability, this gives enterprises across Mexico an", "age_days": 20.8, "is_stale": false, "sentiment": "positive", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/striim-infomedia-partner-bring-real-180000046.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T18:00:00+00:00", "tone_signals": ["Strategic partnership"], "company_focus": 0.86, "freshness_pct": 12.7, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.017054, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 86, "evidence_strength": 37, "published_display": "27 Aug 2026 18:00", "direction_included": true, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0.4"}, {"url": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/oracle%E2%80%99s-ai-boom-triggers-a.html", "tier": "direct", "title": "Oracle\u2019s AI Boom Triggers a Thumbs-Up From Citi. Is It Time to Buy?", "topics": ["Earnings", "Earnings Growth"], "summary": "Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn\u2019t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday. Continue Reading", "age_days": 20.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/oracle%E2%80%99s-ai-boom-triggers-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T17:22:00+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.007062, "influence_label": "Low", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 33, "published_display": "27 Aug 2026 17:22", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-high-growth-162444516.html", "tier": "direct", "title": "Oracle Stock And 2 High Growth Picks Backed By Rising Credit Demand", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Data Infrastructure", "Earnings", "Earnings Growth"], "summary": "Eurozone private sector credit growth is gaining pace, which points to households and businesses feeling more confident about borrowing for spending and investment. That kind of backdrop can support companies with healthy balance sheets and room to grow earnings. The Healthy high growth potential screener filters for exactly that mix. This article highlights 3 stocks from the screener that fit this theme and merit a closer look. The stocks covered in the article below are just a small sample, and the full screen surfaces 1,557 more companies with similarly compelling growth and quality profile", "age_days": 20.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-high-growth-162444516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T16:24:44+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.005769, "influence_label": "Low", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 31, "published_display": "27 Aug 2026 16:24", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1"}, {"url": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/investors-are-missing.html", "tier": "direct", "title": "Investors Are Missing Oracle\u2019s AI Boom. Citi Says Buy.", "topics": ["Earnings Growth"], "summary": "Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn\u2019t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday. Continue Reading", "age_days": 20.9, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/investors-are-missing.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T16:09:00+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.007012, "influence_label": "Low", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 33, "published_display": "27 Aug 2026 16:09", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/prediction-oracle-ready-explore-price-150007376.html", "tier": "direct", "title": "Prediction: Oracle is Ready to Explore. Here\u2019s Our Price Target.", "topics": ["AI", "Cloud Computing", "Debt Equity", "Earnings", "Earnings Report", "Price Target"], "summary": "Quick Read Oracle (ORCL) carries a $638 billion AI backlog and trades 46% below our $210.72 BUY-rated price target. Oracle's 18x forward P/E undercuts Salesforce (CRM) at 23x while Microsoft (MSFT) outperformed ORCL by 27 percentage points year to date. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle touched an all-time high of $341.82 a year ago, collapsed to $114.50 earlier this summer, then ripped back 25.89% in the past month as investors reassess a $638 billion AI contract backlog. That reset is why Oracle (NYSE:ORCL) is ready t", "age_days": 21.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-oracle-ready-explore-price-150007376.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T15:00:07+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 5.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.004653, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 15:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-fund-638b-backlog-143701574.html", "tier": "direct", "title": "Can Oracle Stock Fund a $638B Backlog Without Breaking Margins?", "topics": ["Capital Expenditures", "Cloud Infrastructure", "Debt Equity", "Margin Pressure", "Revenue Growth"], "summary": "Photo by StockSnap on Pixabay The supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own. Oracle (ORCL) used to tell investors that its cloud build was rationed by parts rather than by demand. That caveat has faded from the front of the story. In its place sits a construction program the company must fund before it can bill it. Same ticker, different bet: shares are down 36.0% over the past twelve months as the market weighs the sheer scale of the funding plan and near-term margin pressure against the surge in booked demand. In Early ", "age_days": 21.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-fund-638b-backlog-143701574.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T14:37:01+00:00", "tone_signals": ["Margin pressure"], "company_focus": 0.78, "freshness_pct": 5.5, "sentiment_pct": 47, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.004407, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "27 Aug 2026 14:37", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-industry-outlook-oracle-aci-083200971.html", "tier": "direct", "title": "Zacks Industry Outlook Oracle, ACI and Progress Software", "topics": ["AI", "Cloud Computing", "Cybersecurity", "Earnings", "Earnings Per Share", "Saas"], "summary": "For Immediate Release Chicago, IL \u2013 August 27, 2026 \u2013 Today, Zacks Equity Oracle Corp. ORCL, ACI Worldwide ACIW and Progress Software Corp. PRGS. Industry: Software Link: https://www.zacks.com/commentary/2980181/3-software-stocks-to-keep-an-eye-on-amid-industry-weakness ncertainty prevailing over global macroeconomic conditions continues to be concerning for the Zacks Computer Software industry participants, as this might upend IT budgets. The software industry remains highly competitive, particularly in artificial intelligence (AI) area, which can lead to pricing pressure that could impact ma", "age_days": 21.2, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-industry-outlook-oracle-aci-083200971.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T08:32:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 5.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.003976, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 08:32", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-still-trades-002323146.html", "tier": "direct", "title": "Oracle (ORCL) Stock Still Trades Like A Bargain Despite VA Deal Expansion", "topics": ["AI", "Cloud", "Earnings", "Share Price", "Shareholder", "Software"], "summary": "Oracle stock has delivered a 77.0% total return over the past five years, yet recent share price weakness this year sits alongside valuation checks that still point to it screening as cheap on several measures. With the stock last closing at US$148.87 and recent news flow focused on large cloud and AI related contracts, many investors are reassessing what a fair price looks like for Oracle today. Over five years Oracle has returned 77.0%, which places the current pullback into a longer context of meaningful shareholder gains. The expanded US$27b Veterans Affairs contract and broader cloud part", "age_days": 21.6, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-still-trades-002323146.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T00:23:23+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 5.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.004656, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 00:23", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-2-citi-sees-200200848.html", "tier": "direct", "title": "Oracle Jumps 2% as Citi Sees 122% Upside", "topics": ["Cloud Infrastructure", "Earnings", "Earnings Report", "Enterprise Software", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure heavyweight, rallied approximately 1.9% to $147.50 Wednesday after Citi put the stock on a 90-day positive catalyst watch. The bank stuck with its buy rating and massive $330 target. Now the countdown is on: Oracle's next earnings report and October investor day must give investors a reason to believe the selloff went too far. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The demand story is already scr", "age_days": 21.7, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-2-citi-sees-200200848.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T20:02:00+00:00", "tone_signals": ["Buy Rating", "Large positive market reaction"], "company_focus": 1.0, "freshness_pct": 4.9, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.008621, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 40, "published_display": "26 Aug 2026 20:02", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-jumps-citi-unleashes-173320013.html", "tier": "direct", "title": "Oracle Stock Jumps After Citi Unleashes 90-Day Catalyst Watch", "topics": ["AI", "Cloud", "Earnings", "Earnings Report", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares gained 3% on Wednesday after Citi placed the software company on a 90-day catalyst watch. Citi analyst Tyler Radke said the recent decline in Oracle shares may have created an opportunity for the company's cloud business to regain investor attention. He also reopened the firm's bullish view on Oracle Cloud. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The analyst pointed to strong demand for artificial intelligence infrastructure as one potenti", "age_days": 21.9, "is_stale": false, "sentiment": "positive", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-jumps-citi-unleashes-173320013.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T17:33:20+00:00", "tone_signals": ["Positive market reaction", "Operating growth"], "company_focus": 1.0, "freshness_pct": 0.6, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000832, "influence_label": "Low", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 34, "published_display": "26 Aug 2026 17:33", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-popped-today-145111982.html", "tier": "direct", "title": "Why Oracle Stock Popped Today", "topics": ["AI", "Debt", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Oracle (NYSE: ORCL) stock jumped 4.5% through 9:50 a.m. ET Wednesday, and you can thank Citigroup for that. In a note covered on StreetInsider.com this morning, Citi argues that \"one of the most extreme dislocations and drawdowns in the stock's history\" has made Oracle stock a buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bbImage source: Oracle. Oracle's got problems F", "age_days": 22.0, "is_stale": false, "sentiment": "positive", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-popped-today-145111982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T14:51:11+00:00", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "freshness_pct": 11.4, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.024757, "influence_label": "Medium", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 41, "published_display": "26 Aug 2026 14:51", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/citi-sees-opportunity-oracle-one-124453448.html", "tier": "direct", "title": "Citi sees an opportunity in Oracle after \u2019one of the most extreme\u2019 stock drawdowns", "topics": ["Earnings", "Price Target", "Tech"], "summary": "Investing.com -- Citi opened a positive catalyst watch on Oracle (NYSE: ORCL) on Wednesday, telling investors that the software group's recent collapse has created an entry point ahead of results and its investor day in late October. The bank said it sees \"opportunity after one of the most extreme dislocations and drawdowns in the stock's history,\" driven by investor capitulation and technical selling factors including credit spreads and at-the-market equity issuance. Shares have underperformed nearly all large-cap technology peers by a wide margin over the past three months, with a peak-to-tr", "age_days": 22.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/citi-sees-opportunity-oracle-one-124453448.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T12:44:53+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 4.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00399, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:44", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://seekingalpha.com/news/4636969-oracle-rises-as-citi-adds-90-day-catalyst-watch?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle rises as Citi adds 90-day catalyst watch", "topics": ["AI", "Cloud", "Earnings", "Estimate Revisions", "Price Target"], "summary": "[Oracle Corporation] Mesut Dogan * Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) shares rose 1.2% in premarket trading on Wednesday as Citi added a 90-day catalyst watch to the IT giant. * \u201cWe are opening a positive catalyst watch and revisiting the Oracle Cloud bull case,\u201d Citi analyst Tyler Radke wrote in a note to clients. \u201cWe see opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors (credit spreads, ATM issuance). We believe shares can work as continued robust AI demand tren", "age_days": 22.1, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4636969-oracle-rises-as-citi-adds-90-day-catalyst-watch?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-26T12:29:22+00:00", "tone_signals": ["Positive analyst conviction"], "company_focus": 1.0, "freshness_pct": 0.6, "sentiment_pct": 56, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000707, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:29", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/article/oracles-historic-stock-rout-could-be-a-buying-opportunity-121656990.html", "tier": "direct", "title": "Oracle's historic stock rout could be a buying opportunity", "topics": ["AI", "Cloud Computing", "Earnings", "Estimate Revisions", "Growth Rate", "Price Target"], "summary": "Citi is sticking its neck out on the beaten-up stock price of cloud computing giant Oracle (ORCL) after an epic 12-month sell-off of close to 40%. In a note on Wednesday, analyst Tyler Radke opened a \"positive catalyst watch\" on the stock. His $330 price target remains unchanged. \"We see opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors (credit spreads, ATM issuance),\" Radke wrote. \"We believe shares can work as continued robust AI demand trends and margin/pricing read-throughs fro", "age_days": 22.1, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/article/oracles-historic-stock-rout-could-be-a-buying-opportunity-121656990.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T12:16:56+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 4.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.003811, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:16", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-growth-picks-043801665.html", "tier": "direct", "title": "Oracle Stock And 2 Growth Picks With Strong Earnings Potential", "topics": ["Balance Sheet", "Biotech", "Cloud Computing", "Earnings", "Earnings Growth", "Free Cash Flow"], "summary": "Germany's Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting for investors looking for earnings momentum combined with balance sheet discipline. This article examines three stocks from the Healthy high growth potential screener and explains why this blend of growth and financial strength may be appealing at this point. The stocks covered below are only a first sample from this idea. The full screen surfaced 283 more companies with similarly strong growth exp", "age_days": 22.4, "is_stale": false, "sentiment": "positive", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-growth-picks-043801665.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T04:38:01+00:00", "tone_signals": ["Operating growth"], "company_focus": 1.0, "freshness_pct": 4.5, "sentiment_pct": 70, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.008855, "influence_label": "Medium", "event_confidence": 77, "company_focus_pct": 100, "evidence_strength": 46, "published_display": "26 Aug 2026 04:38", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-secures-17-billion-010649567.html", "tier": "direct", "title": "Oracle (ORCL) Secures $17 Billion VA Contract Expansion For Health Records", "topics": ["AI", "Cloud Computing", "Digital Health"], "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Oracle (NYSE: ORCL) secured a major expansion of its contract with the U.S. Department of Veterans Affairs for Oracle Health's electronic health record system, adding a potential US$17b in value. The expanded agreement extends the rollout timeline for the VA's electronic health record system, increasing Oracle's exposure to a large U.S. government healthcare client. The contract expansion highlights Oracle's growing role in digital health infrastructure for major U.S. institu", "age_days": 22.5, "is_stale": false, "sentiment": "positive", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-secures-17-billion-010649567.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T01:06:49+00:00", "tone_signals": ["Contract or approval won"], "company_focus": 1.0, "freshness_pct": 10.7, "sentiment_pct": 74, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.024366, "influence_label": "Medium", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 52, "published_display": "26 Aug 2026 01:06", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-638-billion-backlog-194801100.html", "tier": "direct", "title": "Oracle Jumps as $638 Billion Backlog Outruns Cash Burn", "topics": ["Cloud Computing", "Debt", "Earnings", "Tech", "Treasuries"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database-software and cloud-infrastructure heavyweight, jumped approximately 1.5% to $144.56 Tuesday morning as falling Treasury yields eased the pressure on debt-fueled AI spending. The rebound is welcome. But one green session does not erase the gigantic price tag behind Oracle's cloud expansion. Oracle's fiscal fourth-quarter results showed exactly why investors are excitedand nervous. Cloud revenue surged 47% to $9.9 billion, while infrastructure revenue exploded 93% to $5.8 billion. Remaining performance obligations reached", "age_days": 22.8, "is_stale": false, "sentiment": "positive", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-638-billion-backlog-194801100.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-25T19:48:01+00:00", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 1.0, "freshness_pct": 10.5, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.02322, "influence_label": "Medium", "event_confidence": 85, "company_focus_pct": 100, "evidence_strength": 41, "published_display": "25 Aug 2026 19:48", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-declines-more-market-214502575.html", "tier": "direct", "title": "Oracle (ORCL) Declines More Than Market: Some Information for Investors", "topics": ["Earnings", "Earnings Growth", "Earnings Release", "Estimate Revisions", "Price Target", "Tech"], "summary": "Oracle (ORCL) closed the most recent trading day at $142.45, moving -2.74% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.28%. At the same time, the Dow added 0.26%, and the tech-heavy Nasdaq lost 0.77%. Shares of the software maker have appreciated by 27.38% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.04%, and the S&P 500's gain of 2.31%. The upcoming earnings release of Oracle will be of great interest to investors. The company is predicted to post an EPS of $1.72, indicating a 17.01% gr", "age_days": 23.7, "is_stale": false, "sentiment": "negative", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-declines-more-market-214502575.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-24T21:45:02+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 3.8, "sentiment_pct": 43, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.003687, "influence_label": "Low", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 31, "published_display": "24 Aug 2026 21:45", "direction_included": true, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-amazon-better-ai-201300850.html", "tier": "direct", "title": "Oracle vs. Amazon: Which Is the Better AI Cloud Stock to Own for the Next 5 Years?", "topics": ["AI", "Capex", "Cloud Computing", "Earnings", "Free Cash Flow", "Growth Rate"], "summary": "When it comes to cloud stocks, Oracle (NYSE: ORCL) and Amazon (NASDAQ: AMZN) are among the industry's leaders. Oracle's surging backlog initially lifted its stock, but the scope of its relationship with OpenAI cast doubt on the security of much of that future expected business. In contrast, Amazon pioneered and continues to lead the cloud industry, though it faces increasing competition from companies building AI-specific cloud environments. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the fir", "age_days": 24.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-amazon-better-ai-201300850.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-23T20:13:00+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 3.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.002638, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "23 Aug 2026 20:13", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-starts-pr-push-001725431.html", "tier": "direct", "title": "Oracle (ORCL) Starts PR Push For Project Jupiter AI Data Center", "topics": ["AI Infrastructure", "Regulation", "Tech"], "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider con", "age_days": 26.6, "is_stale": false, "sentiment": "neutral", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-starts-pr-push-001725431.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-22T00:17:25+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 0.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 6e-06, "influence_label": "None", "event_confidence": 35, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "22 Aug 2026 00:17", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracles-va-contract-just-got-194125319.html", "tier": "direct", "title": "Oracle's VA Contract Just Got $17 Billion Bigger", "topics": ["Government Contracts", "Price Target", "Saas", "Software"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has just received a significantly larger opportunity with the Department of Veterans Affairs. The VA boosted the maximum on Oracle Healths electronic health record contract by roughly $17 billion to approximately $27 billion.Thats a big figure, but with an essential caveat. Oracle wont see $17 billion right away. The boost just provides the VA with greater flexibility for awarding contracts as the rollout proceeds. And there is much to do.Only 14 of the VAs 164 medical centers are live on the federal EHR system, and most", "age_days": 26.8, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracles-va-contract-just-got-194125319.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-21T19:41:25+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 0.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000153, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "21 Aug 2026 19:41", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-corporation-orcl-vs-amazon-225036836.html", "tier": "direct", "title": "Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?", "topics": ["AI Infrastructure", "Balance Sheet", "Cloud Computing", "Enterprise Software", "Financial Analysis", "Free Cash Flow"], "summary": "On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availability of Oracle Exadata Database Service on Exascale Infrastructure via Oracle AI Database@AWS. The joint offering brings Exadata-grade performance and pay-per-use economics to enterprise workloads across 22 AWS regions worldwide, enabling customers to run core Oracle databases right alongside AWS analytics and generative AI services without moving or duplicating data. While the partnership reflects ", "age_days": 27.6, "is_stale": false, "sentiment": "neutral", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-corporation-orcl-vs-amazon-225036836.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-20T22:50:36+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 6.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.00431, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "20 Aug 2026 22:50", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-makes-fresh-ai-push-191144816.html", "tier": "direct", "title": "Oracle Makes Fresh AI Push Into Healthcare", "topics": ["Acquisition", "Artificial Intelligence", "Cloud Computing", "Healthcare"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is expanding artificial intelligence deeper into healthcare workflows, adding automated coding, chart review and clinician-controlled dictation to its Clinical AI Agent as the software giant tries to make its healthcare platform a more valuable part of its fast-growing cloud ecosystem. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Oracle Health, built largely around the company's $28.3 billion acquisition of Cerner, sells electronic health-record and c", "age_days": 28.8, "is_stale": false, "sentiment": "neutral", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-makes-fresh-ai-push-191144816.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T19:11:44+00:00", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "freshness_pct": 5.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.005177, "influence_label": "None", "event_confidence": 77, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 19:11", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-price-prediction-638-billion-150006427.html", "tier": "direct", "title": "Oracle Price Prediction: Can Its $638 Billion Backlog Send The Stock Back Toward $250?", "topics": ["AI", "Cloud", "Earnings", "Financials", "Free Cash Flow", "Price Target"], "summary": "Quick Read ORCL has shed 40% over the past year yet carries a $638 billion RPO backlog, supporting our $213 price target with 45% upside. Microsoft's $678 billion RPO nearly matches Oracle's despite an 8x larger market cap, while IBM's $12.5 billion AI book is orders of magnitude smaller. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. Oracle's (NYSE:ORCL) remaining performance obligations vaulted to $638 billion in Q4 FY2026, an unprecedented backlog that reframes the investment case. Yet the stock tra", "age_days": 29.0, "is_stale": false, "sentiment": "neutral", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-price-prediction-638-billion-150006427.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T15:00:06+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 0.1, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 8.4e-05, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 15:00", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-enterprise-ai-145400793.html", "tier": "direct", "title": "Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?", "topics": ["AI", "Cloud", "Earnings", "Enterprise Technology", "Guidance", "Operating Income"], "summary": "Oracle ORCL and Microsoft MSFT are established enterprise technology providers, both embedding artificial intelligence (AI) into cloud and productivity platforms. Oracle's database franchise anchors Oracle Cloud Infrastructure, while Microsoft's Azure and Copilot ecosystem builds on its enterprise computing dominance. Both companies recently posted record fourth-quarter fiscal 2026 results, disclosed aggressive new AI capex plans and issued bullish forward guidance tied to cloud and AI demand. Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a b", "age_days": 29.0, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-enterprise-ai-145400793.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T14:54:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "freshness_pct": 1.8, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.001851, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 14:54", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-health-expands-clinical-ai-120200760.html", "tier": "direct", "title": "Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review", "topics": ["AI", "Automation", "Clinical Workflows", "Healthcare"], "summary": "New AI capabilities help clinicians document faster, streamline professional fee coding, and surface relevant patient context AUSTIN, Texas, Aug. 19, 2026 /PRNewswire/ -- Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical documentation, coding, and chart review workflows. The new capabilities automate professional fee coding for ambulatory workflows, enable physicians to dictate directly into clinical documentation, and assist with chart review by surfacing clinically relevant context across the patient ", "age_days": 29.1, "is_stale": false, "sentiment": "positive", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-health-expands-clinical-ai-120200760.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T12:02:00+00:00", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "freshness_pct": 0.0, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 2e-06, "influence_label": "Low", "event_confidence": 35, "company_focus_pct": 78, "evidence_strength": 25, "published_display": "19 Aug 2026 12:02", "direction_included": true, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/technology/ai/articles/ai-really-responsible-recent-job-100003351.html", "tier": "direct", "title": "Is AI really responsible for recent job cuts?", "topics": [], "summary": "Lindsay worked at Oracle for more than a decade and was \u201cdeeply passionate\u201d about her job as a strategist. So learning by email one morning PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 29.2, "is_stale": false, "sentiment": "negative", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-really-responsible-recent-job-100003351.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T10:00:03+00:00", "tone_signals": ["Operational disruption"], "company_focus": 0.86, "freshness_pct": 0.0, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 4e-06, "influence_label": "Low", "event_confidence": 35, "company_focus_pct": 86, "evidence_strength": 35, "published_display": "19 Aug 2026 10:00", "direction_included": true, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "<0.1"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-oracle-084500403.html", "tier": "direct", "title": "The Zacks Analyst Blog Highlights Oracle, Microsoft, Amazon and Alphabet", "topics": ["AI", "Cloud", "Debt", "Earnings", "Earnings Per Share", "Fourth Quarter"], "summary": "For Immediate Release Chicago, IL \u2013 August 19, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Oracle Corp. ORCL, Microsoft MSFT, Amazon AMZN and Alphabet GOOGL. Here are highlights from Tuesday's Analyst Blog: Should You Buy Oracle Stock Despite Its Big AI Datacenter Bet? Oracle Corp. has turned itself into one of the most talked-about names in enterprise technology, largely because of the scale of", "age_days": 29.2, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-oracle-084500403.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T08:45:00+00:00", "tone_signals": [], "company_focus": 1.0, "freshness_pct": 1.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.001313, "influence_label": "None", "event_confidence": 61, "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 08:45", "direction_included": false, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0"}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-fairly-valued-expanded-200842719.html", "tier": "direct", "title": "Is Oracle (ORCL) Fairly Valued On Its Expanded AWS AI Database Tie Up?", "topics": ["AI", "Balance Sheet", "Debt", "Earnings", "Share Price", "Shareholder"], "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Oracle (ORCL) stock drew fresh attention after the company expanded its long term collaboration with Amazon Web Services to speed customer adoption of Oracle AI Database@AWS, a move that ties its database business more tightly into AWS ecosystems. See our latest analysis for Oracle. Despite a series of AI focused announcements in August, including new Oracle Fusion Agentic Applications and a quantum partnership, Oracle's recent 30 day share price return of 16.01% comes after ", "age_days": 29.7, "is_stale": false, "sentiment": "neutral", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-fairly-valued-expanded-200842719.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-18T20:08:42+00:00", "tone_signals": [], "company_focus": 0.78, "freshness_pct": 1.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "evidence_weight": 0.000947, "influence_label": "None", "event_confidence": 53, "company_focus_pct": 78, "evidence_strength": 0, "published_display": "18 Aug 2026 20:08", "direction_included": false, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0"}], "by_tier": {"direct": [{"url": "https://finance.yahoo.com/technology/articles/argano-advances-oracle-cloud-capabilities-133000286.html", "tier": "direct", "title": "Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS", "topics": ["AI Transformation", "M A", "Oracle Cloud", "Product Lifecycle Management", "Supply Chain Management"], "summary": "Fourteenth acquisition since launch of Argano's 2025-2026 strategic growth initiative expands Oracle Cloud capabilities across the product and supply chain lifecycle PLANO, Texas, September 17, 2026--(BUSINESS WIRE)--Argano, the world's first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of GoSaaS, Inc. (\"GoSaaS\"), an Oracle-focused consulting firm. GoSaaS's expertise in the Digital Thread, with a focus on product lifecycle management", "age_days": 0.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "75197ae1b0880a1eef5a144f9c1c2e6b84ab99d4c017d0ce36e35184c566e7dc", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/argano-advances-oracle-cloud-capabilities-133000286.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:30:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS Fourteenth acquisition since launch of Argano's 2025-2026 strategic growth initiative expands Oracle Cloud capabilities across the product and supply chain lifecycle PLANO, Texas, September 17, 2026--(BUSINESS WIRE)--Argano, the world's first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of GoSaaS, Inc. (\"GoSaaS\"), an Oracle-focused consulting firm.", "tone_signals": ["Business expansion"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 99.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.097363, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 77, "model_confidence": 0.527, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "17 Sep 2026 13:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.16}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-shares-climb-despite-layoffs-132018270.html", "tier": "direct", "title": "Oracle Shares Climb Despite Layoffs as $30 Billion AI Deals Fuel Growth", "topics": ["Artificial Intelligence", "Free Cash Flow", "Restructuring", "Workforce Reduction"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares climbed more than 2% on early Thursday after gaining a similar amount a day earlier, as investors weighed continued workforce reductions against the company's expanding artificial intelligence infrastructure spending. The latest cuts follow a broader reduction in Oracle's workforce. Company filings show headcount declined by about 21,000 employees, or 13%, during the fiscal year ended May 31. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF ", "age_days": 0.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "6c4742bd15701b18ced9c57d7df2b199e7733691b0a4a6ae34c5b9e090c058f9", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-shares-climb-despite-layoffs-132018270.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:20:18+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Shares Climb Despite Layoffs as $30 Billion AI Deals Fuel Growth Oracle (NYSE:ORCL) shares climbed more than 2% on early Thursday after gaining a similar amount a day earlier, as investors weighed continued workforce reductions against the company's expanding artificial intelligence infrastructure spending. The latest cuts follow a broader reduction in Oracle's workforce.", "tone_signals": ["Operational disruption", "Positive market reaction", "Large positive market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 99.7, "sentiment_pct": 47, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.112238, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.658, "provider_symbols": ["700.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "17 Sep 2026 13:20", "direction_included": false, "sentiment_conflict": 0.764, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1958}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-stock-rises-investors-look-131651153.html", "tier": "direct", "title": "Oracle stock rises as investors look past layoffs to its AI backlog", "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "This article first appeared on GuruFocus. Software and cloud computing giant Oracle Corp. (ORCL, Financials) is getting a feel for just how costly the AI boom can be. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart But the corporation is shedding employment while spending billions on the data centers needed to keep up with the surging demand for artificial intelligence. Wall Street thus far seems willing to make that trade-off. Shares of Oracle jumped more than 2% in Thursday premarket trade, ad", "age_days": 0.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "987bcf3f65ac23263295fdb79ca040ea661bf17c709ab3f8daed58038ecef9b7", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-stock-rises-investors-look-131651153.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-17T13:16:51+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle stock rises as investors look past layoffs to its AI backlog Software and cloud computing giant Oracle Corp. Shares of Oracle jumped more than 2% in Thursday premarket trade, ad", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 99.6, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.145584, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.737, "provider_symbols": ["700.US", "ORCL-PD.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 56, "published_display": "17 Sep 2026 13:16", "direction_included": true, "sentiment_conflict": 0.353, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.173}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-beats-q1-estimates-ai-145600447.html", "tier": "direct", "title": "Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Revenue Growth", "Share Price"], "summary": "Oracle ORCL kicked off fiscal 2027 on a strong note, topping Wall Street's revenue and earnings expectations for the first quarter as artificial intelligence (AI)-driven cloud demand continued to accelerate. The results reinforced the narrative that Oracle's massive infrastructure buildout is translating into real, recognized revenues, even as the company continues to spend heavily to keep pace with surging customer demand for AI compute capacity worldwide. For investors weighing whether to add to positions, hold existing shares, or wait patiently for a more attractive entry point, the fundame", "age_days": 1.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "b455ac86f67f0aa44e9b2148df6e01abd97a32cd99c0109007517f316aea943b", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-beats-q1-estimates-ai-145600447.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T14:56:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Beats Q1 Estimates as AI Optimism Grows: How to Play the Stock Oracle ORCL kicked off fiscal 2027 on a strong note, topping Wall Street's revenue and earnings expectations for the first quarter as artificial intelligence (AI)-driven cloud demand continued to accelerate. The results reinforced the narrative that Oracle's massive infrastructure buildout is translating into real, recognized revenues, even as the company continues to spend heavily to keep pace with surging customer demand for AI compute capacity worldwide.", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 87.5, "sentiment_pct": 78, "evidence_basis": "archived_article", "evidence_share": 2.9, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.139595, "influence_label": "High", "provider_symbol": "ORCL.MX", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.63, "provider_symbols": ["AMZN.US", "GOOGL.US", "MSFT.US", "ORCL.MX", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 66, "published_display": "16 Sep 2026 14:56", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.9", "target_provider_symbol": "ORCL.MX", "provider_directional_mass": 0.1612}, {"url": "https://finance.yahoo.com/m/2690ea9e-b4f9-3dfa-974e-d782711dcd2e/why-openai%E2%80%99s-%241.2-trillion.html", "tier": "direct", "title": "Why OpenAI\u2019s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom", "topics": [], "summary": "Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries. Continue Reading", "age_days": 1.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "ce6e2d71c029bf32e50fabd593ed03a447af7c63e7b3e5582249928960d252a1", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/2690ea9e-b4f9-3dfa-974e-d782711dcd2e/why-openai%E2%80%99s-%241.2-trillion.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T13:54:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why OpenAI\u2019s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom Oracle stock and CoreWeave has been hit by concerns about an AI slowdown.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 70.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.025329, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.4, "provider_symbols": ["CRWV.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "16 Sep 2026 13:54", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.227}, {"url": "https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-invested-oracle-123500522.html", "tier": "direct", "title": "Prediction: $1,000 Invested in Oracle Stock Could Be Worth This Much by 2030", "topics": ["AI", "Cloud Computing", "Restructuring", "Shareholder", "Tech"], "summary": "On the surface, Oracle (NYSE: ORCL) is the type of company you would expect to benefit tremendously from the generative artificial intelligence (AI) boom. It provides the computing power and data storage vital for running and training these complex algorithms. But while its stock captured some gains early in the AI era, it has more recently lagged behind other AI infrastructure stocks. Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame", "age_days": 1.1, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "0214b721821378d8b28f3b7b333d4a3826a28253a4328109638f29a1d86d0fc6", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-1-000-invested-oracle-123500522.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T12:35:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Prediction: $1,000 Invested in Oracle Stock Could Be Worth This Much by 2030 On the surface, Oracle (NYSE: ORCL) is the type of company you would expect to benefit tremendously from the generative artificial intelligence (AI) boom. Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 69.3, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.059239, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.657, "provider_symbols": ["700.US", "MU.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 46, "published_display": "16 Sep 2026 12:35", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.2", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.153}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-cfo-hilary-maxson-addresses-120343796.html", "tier": "direct", "title": "Oracle CFO Hilary Maxson addresses layoffs at first company meeting", "topics": ["Artificial Intelligence", "Capital Expenditure", "Enterprise Software", "Layoffs", "Restructuring"], "summary": "Oracle Chief Financial Officer Hilary Maxson told employees on Tuesday that the company's latest round of layoffs should not be understood as a directive to do more with fewer resources, according to Business Insider, which reviewed a recording of the remarks. \"I don't mean doing more with less, which is a phrase that I really, really don't like,\" Maxson said. \"It means simplifying processes that don't help customers and making clear choices on where we're going to use our resources where they have the greatest impact.\" The comments came during Maxson's first companywide meeting since joining ", "age_days": 1.1, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "c72cc89c02322a9f212115fcd7e5a12d62756f5ccdd541f9e986f2467d9a41a5", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-cfo-hilary-maxson-addresses-120343796.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-16T12:03:43+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle CFO Hilary Maxson addresses layoffs at first company meeting Oracle Chief Financial Officer Hilary Maxson told employees on Tuesday that the company's latest round of layoffs should not be understood as a directive to do more with fewer resources, according to Business Insider, which reviewed a recording of the remarks.", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 68.8, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.4, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.065938, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.657, "provider_symbols": ["700.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 51, "published_display": "16 Sep 2026 12:03", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.4", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1129}, {"url": "https://finance.yahoo.com/markets/stocks/articles/664-billion-backlog-oracle-sends-150700938.html", "tier": "direct", "title": "After $664 billion backlog, Oracle sends shocking message to staff", "topics": ["AI", "Balance Sheet", "Cloud", "Credit", "Debt", "Free Cash Flow"], "summary": "Oracle just proved that even a company sitting on one of the largest sales backlogs in tech history is not immune to hard choices about headcount. Employees who thought the worst of the cuts were behind them are finding out otherwise. The pattern is becoming familiar at this point. Oracle keeps pouring tens of billions of dollars into AI data centers, and every few months, another wave of job cuts follows close behind to help pay for it. Oracle has started a new round of layoffs The termination notices landed the way they usually do at Oracle now, short, formal, and final. \"After careful consi", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "f955d222f083fef365dda6f611f8d570d7d9cd923f05f9031a48e8c214445eb4", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/664-billion-backlog-oracle-sends-150700938.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T15:07:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "After $664 billion backlog, Oracle sends shocking message to staff Oracle just proved that even a company sitting on one of the largest sales backlogs in tech history is not immune to hard choices about headcount. Oracle keeps pouring tens of billions of dollars into AI data centers, and every few months, another wave of job cuts follows close behind to help pay for it. Oracle has started a new round of layoffs The termination notices landed the way they usually do at Oracle now, short, formal, and final.", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 82.4, "sentiment_pct": 43, "evidence_basis": "archived_article", "evidence_share": 2.7, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.128559, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.551, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 46, "published_display": "15 Sep 2026 15:07", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.7", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.133}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-adds-700-million-cost-143021878.html", "tier": "direct", "title": "Oracle Adds $700 Million to the Cost of its AI Transformation", "topics": ["AI", "Cloud", "Debt", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization. Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational tran", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "68419fdcc98b94d5467dc912f8392f8099c32d49748ee6cd5a78ec172aa53ac7", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-adds-700-million-cost-143021878.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:21+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Adds $700 Million to the Cost of its AI Transformation Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational tran", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 82.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.052172, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["700.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 14:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.13}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-massive-opportunity-hiding-plain-143001364.html", "tier": "direct", "title": "Oracle Has a Massive Opportunity Hiding in Plain Sight", "topics": ["AI", "Capex", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Quick Read ORCL trades at just 15x forward earnings despite 121% cloud infrastructure growth and $664B in remaining performance obligations. Oracle's $90-95B capex guidance and negative $5B free cash flow spooked investors accustomed to a cash-generative software business. Hitting $350 requires a 144% gain and a re-rating to 36x forward earnings, hinging on RPO conversion and sustained EPS beats through 2028. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle (NYSE:ORCL) just delivered a fiscal Q1 that should have sent shares to new hig", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "e2cb45bcc9e3ca40b2f1feefd167ad98552dbee7183c8ffd8c359eb727c23240", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-massive-opportunity-hiding-plain-143001364.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Has a Massive Opportunity Hiding in Plain Sight Oracle's $90-95B capex guidance and negative $5B free cash flow spooked investors accustomed to a cash-generative software business. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle (NYSE:ORCL) just delivered a fiscal Q1 that should have sent shares to new hig", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 76.0, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.069723, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.514, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 14:30", "direction_included": false, "sentiment_conflict": 0.45, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.158}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-releases-java-27-strengthens-143000463.html", "tier": "direct", "title": "Oracle Releases Java 27 and Strengthens Post-Quantum Cryptography Support", "topics": ["AI", "Cloud", "Java", "Microservices", "Post Quantum Cryptography"], "summary": "New release delivers nine JDK Enhancement Proposals to boost developer productivity and improve application performance while strengthening Java's post-quantum cryptography and AI capabilities Release offers JavaFX 27 to help developers build interactive user experiences, and Helidon 27 for the development of lightweight microservices JDK 28 early access previews upcoming Java innovations, including Project Valhalla AUSTIN, Texas, Sept. 15, 2026 /PRNewswire/ -- Oracle today announced the availability of Java 27, the latest version of the world's number one programming language and development ", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "4e0bcda30761b35bc769d928568942f700e99ccd892444ba02a6d42b13b0f98e", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-releases-java-27-strengthens-143000463.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T14:30:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Releases Java 27 and Strengthens Post-Quantum Cryptography Support 15, 2026 /PRNewswire/ -- Oracle today announced the availability of Java 27, the latest version of the world's number one programming language and development", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 50.4, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.037348, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.461, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 38, "published_display": "15 Sep 2026 14:30", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.8", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.189}, {"url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-bulls-look-optimistic-133004310.html", "tier": "direct", "title": "Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?", "topics": ["Analyst Coverage", "Brokerage Recommendations", "Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target"], "summary": "Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Oracle (ORCL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculat", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "a7e0fce6b7b582ea5ee2e5bb861914c6bf4b17f3351964bda6cf9dc90f730be6", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-bulls-look-optimistic-133004310.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T13:30:04+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy? Let's take a look at what these Wall Street heavyweights have to say about Oracle (ORCL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculat", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 62.7, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.056133, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.472, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "15 Sep 2026 13:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.17}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-corporation-orcl-trending-stock-130006051.html", "tier": "direct", "title": "Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It", "topics": ["Consensus Estimate", "Earnings", "Earnings Estimate", "Earnings Growth", "Intrinsic Value", "Present Value"], "summary": "Oracle (ORCL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this software maker have returned -1.3% over the past month versus the Zacks S&P 500 composite's -2% change. The Zacks Computer - Software industry, to which Oracle belongs, has gained 1% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually m", "age_days": 2.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "91100cdc0de5294d7df06ee5e48292856b8936320ce7d04c3ba99348ac358ee1", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-corporation-orcl-trending-stock-130006051.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T13:00:06+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It Oracle (ORCL) has recently been on Zacks.com's list of the most searched stocks. The Zacks Computer - Software industry, to which Oracle belongs, has gained 1% over this period.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 75.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.044079, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.795492, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.4, "provider_symbols": ["GSPC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "15 Sep 2026 13:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.131}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-sank-earnings-buy-100500633.html", "tier": "direct", "title": "Oracle Stock Sank After Earnings -- Is It a Buy?", "topics": ["AI", "Cloud Computing", "Debt", "Earnings", "Earnings Growth", "Earnings Per Share"], "summary": "Oracle (NYSE: ORCL) stock reported its latest quarterly report after the market closed on Sept. 10, and wound up falling 1.7% in the next day of trading. While the stock had been up as much as 8.5% in the daily session following the earnings report, it couldn't hold on to its gains. Meanwhile, the S&P 500 and the Nasdaq Composite each closed out the day up 0.9%. After a run of sell-offs in the week, investors responded positively to the latest Consumer Price Index (CPI) inflation report from the Bureau of Labor Statistics and bought back into stocks even amid higher expectations that the Feder", "age_days": 2.2, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "4ce698a86e04671a3519e6988834bcf8e87c521cedf0c371cc995a558c25d630", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-sank-earnings-buy-100500633.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-15T10:05:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Sank After Earnings -- Is It a Buy? Oracle (NYSE: ORCL) stock reported its latest quarterly report after the market closed on Sept.", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 74.1, "sentiment_pct": 38, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.076335, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.527, "provider_symbols": ["700.US", "GSPC.INDX", "IXIC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 47, "published_display": "15 Sep 2026 10:05", "direction_included": true, "sentiment_conflict": 0.212, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.6", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.19}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-buildout-strategy-stretching-221506199.html", "tier": "direct", "title": "Is Oracle\u2019s AI Buildout Strategy Stretching Its Balance Sheet Too Far for (ORCL) Investors?", "topics": ["AI Infrastructure", "Cloud Computing", "Dividends", "Earnings", "Restructuring"], "summary": "In recent days, Oracle reported strong fiscal first-quarter 2027 results, raised its full-year revenue outlook to at least US$90 billion, expanded its AI health and cloud partnerships, affirmed dividends on common and preferred stock, and simultaneously moved to cut more jobs while taking on additional debt to fund AI data center buildouts. Adding to the mixed signals, Executive Chair Larry Ellison abruptly canceled a previously disclosed plan to sell up to 50 million Oracle shares worth about US$7.5 billion, even as investors weigh the benefits of a US$664 billion AI-related backlog against r", "age_days": 2.7, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "3fe74c1fbe5018abd207ffa5ccdbef03cdeb8512ec261f71761e04cbb8411729", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-buildout-strategy-stretching-221506199.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T22:15:06+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Is Oracle\u2019s AI Buildout Strategy Stretching Its Balance Sheet Too Far for (ORCL) Investors? In recent days, Oracle reported strong fiscal first-quarter 2027 results, raised its full-year revenue outlook to at least US$90 billion, expanded its AI health and cloud partnerships, affirmed dividends on common and preferred stock, and simultaneously moved to cut more jobs while taking on additional debt to fund AI data center buildouts. Adding to the mixed signals, Executive Chair Larry Ellison abruptly canceled a previously disclosed plan to sell up to 50 million Oracle shares worth about US$7.5 billion, even as investors weigh the benefits of a US$664 billion AI-related backlog against r", "tone_signals": ["Guidance raised"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 69.2, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.7, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.080497, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.611, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 42, "published_display": "14 Sep 2026 22:15", "direction_included": true, "sentiment_conflict": 0.224, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.7", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.177}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-oracle-backlog-wall-203907436.html", "tier": "direct", "title": "Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash", "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Per Share", "Free Cash Flow", "Price Target"], "summary": "On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings. Revenue rose 30% to $19.3 billion, above the $19.14 billion analysts expected, and non-GAAP earnings per share came in at $1.92 versus a $1.74 estimate. Cloud revenue jumped 62% to $11.6 billion, with cloud infrastructure growing 121%. Oracle Corporation (NYSE:ORCL) shares rose as much as 7.8% the next day before closing about 2% lower, highlighting investor concerns that a recovery in cash flow remains some way off.Oracle (ORCL): Oracle", "age_days": 2.7, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "47b7a87aec2a8b5687712b84f33427edf8e87ee0fc4867c455bf839567776a6e", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-oracle-backlog-wall-203907436.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T20:39:07+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL): Oracle Has the Backlog. On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings. Oracle Corporation (NYSE:ORCL) shares rose as much as 7.8% the next day before closing about 2% lower, highlighting investor concerns that a recovery in cash flow remains some way off.Oracle (ORCL): Oracle", "tone_signals": ["Beat expectations", "Large positive market reaction", "Improving financial comparison", "Operating growth"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 68.6, "sentiment_pct": 73, "evidence_basis": "archived_article", "evidence_share": 2.8, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.134942, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.795492, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.792, "provider_symbols": ["700.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 59, "published_display": "14 Sep 2026 20:39", "direction_included": true, "sentiment_conflict": 0.068, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.8", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.189}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-slashes-jobs-ai-ambitions-185911807.html", "tier": "direct", "title": "Oracle slashes jobs as AI ambitions pile on debt", "topics": ["AI", "Cloud Computing", "Debt", "Layoffs"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials), the enterprise software and cloud computing major, has begun another wave of layoffs amid its AI expansion that increases the stakes on costs and borrowing.The new cuts began on Monday, Business Insider said, citing affected staff and an internal email. Some teams had been gearing up for double-digit percentage cuts.The cuts are part of a much wider workforce reset. Oracle's headcount declined by 21,000, or 13 percent, in the fiscal year ending May 31.The corporation had roughly 141,000 workers before the latest round. ", "age_days": 2.8, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "46c95c1c1df8e8e5ad658f1887e9b4ebed7b773c875c38805b0cd3c77310c4a3", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-slashes-jobs-ai-ambitions-185911807.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T18:59:11+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle slashes jobs as AI ambitions pile on debt Oracle Corp. Oracle's headcount declined by 21,000, or 13 percent, in the fiscal year ending May 31.The corporation had roughly 141,000 workers before the latest round.", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 75.8, "sentiment_pct": 45, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.083009, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.531, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 18:59", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.159}, {"url": "https://finance.yahoo.com/economy/policy/articles/tax-predictions-oracle-layoffs-more-162004370.html", "tier": "direct", "title": "Tax Predictions, Oracle Layoffs and More of Today\u2019s Top Money News", "topics": ["Identity Theft", "Layoffs", "Tax"], "summary": "seb_ra / iStock.com Hello, everyone! I hope you all had wonderful weekends. My favorite football team won (and scored 59 points), and my daughter's soccer team was victorious, as well. So no complaints from me! But enough about my life \u2014 here's our daily rundown of some of the top financial stories out there. The Big Lead: Experts Predict the 2026 Tax Brackets \u2014 Who Will Pay More? The 2026 tax brackets may be wider, but that doesn't necessarily mean you're paying less. MoneyLion called in the experts to map it out: who's actually going to pay more? The answer might surprise you \u2014 it's not just", "age_days": 2.9, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "0832a21246057025125435f50b798ad9f86f74c9ca03c28be409b878774d672d", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/economy/policy/articles/tax-predictions-oracle-layoffs-more-162004370.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T16:20:04+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Tax Predictions, Oracle Layoffs and More of Today\u2019s Top Money News", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 36.6, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.029964, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.556, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 41, "published_display": "14 Sep 2026 16:20", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.21}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-ellison-cancels-7-155500081.html", "tier": "direct", "title": "Oracle falls as Ellison cancels $7.5 billion share sale", "topics": ["Restructuring", "Tech"], "summary": "Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 4% on Monday after the company said over the weekend that co-founder Larry Ellison cancelled his plan to sell $7.5 billion of company stock. Oracle had previously disclosed in a regulatory filing that Ellison planned to sell 50 million shares worth roughly $7.5 billion, Reuters reported. The company did not offer a reason for the change in plans. The announcement came as Oracle faces mounting costs tied to its data centre buildout. The company has cut 21,000 jobs this fiscal year, about 13% of its workforce, to help fund the expansion. Orac", "age_days": 2.9, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "354db5232ee71a56a3c9d0ca8430ffba5867003407dd4755557999f34b8956cd", "event_type": "regulatory", "tier_label": "Direct company coverage", "event_label": "Regulatory and legal", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-ellison-cancels-7-155500081.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T15:55:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle falls as Ellison cancels $7.5 billion share sale Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 4% on Monday after the company said over the weekend that co-founder Larry Ellison cancelled his plan to sell $7.5 billion of company stock. Oracle had previously disclosed in a regulatory filing that Ellison planned to sell 50 million shares worth roughly $7.5 billion, Reuters reported. The announcement came as Oracle faces mounting costs tied to its data centre buildout.", "tone_signals": ["Negative market reaction", "Institutional or insider selling", "Large negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 74.9, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 2, "durable_archive": false, "evidence_weight": 0.14295, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.748, "provider_symbols": ["700.US", "ORC.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 51, "published_display": "14 Sep 2026 15:55", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.098}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-fell-quickly-153800455.html", "tier": "direct", "title": "Why Oracle Stock Fell Quickly Today", "topics": ["AI", "Rates", "Regulation", "Share Price"], "summary": "Shares of the artificial intelligence cloud provider Oracle (NYSE: ORCL) slid this morning after a report over the weekend showed that co-founder Larry Ellison was abandoning plans to sell up to $7.5 billion worth of Oracle stock. That sort of news would typically cause a share price rally, but Ellison's move came as investors sold some AI stocks today, amid calls from Anthropic and OpenAI for more artificial intelligence regulation. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time ", "age_days": 2.9, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "22b5210022d22cddc4691e9122e06cff4e78383a8a2848be67b329d04a081401", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-fell-quickly-153800455.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T15:38:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle Stock Fell Quickly Today Shares of the artificial intelligence cloud provider Oracle (NYSE: ORCL) slid this morning after a report over the weekend showed that co-founder Larry Ellison was abandoning plans to sell up to $7.5 billion worth of Oracle stock.", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 36.2, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.028295, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.585, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 40, "published_display": "14 Sep 2026 15:38", "direction_included": true, "sentiment_conflict": 0.123, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.155}, {"url": "https://finance.yahoo.com/video/spacex-moves-musk-comments-oracle-145442704.html", "tier": "direct", "title": "SpaceX Moves on Musk Comments; Oracle Drops on Ellison Plan | Stock Movers", "topics": ["M A", "Tech"], "summary": "On this episode of Stock Movers:- Baldwin (BWIN) shares are moving as Michael Dell's family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is \"highly confident\" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year.- Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "9b5a6887997af02c790c38dd8dfe068c0ae6d9e5abb9cd8c9c669f6a1384c0df", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/spacex-moves-musk-comments-oracle-145442704.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:54:42+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Drops on Ellison Plan | Stock Movers - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is \"highly confident\" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year.- Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a", "tone_signals": ["Strategic partnership", "Institutional or insider selling"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 35.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.019893, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.591, "provider_symbols": ["BWIN.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE", "SPCX.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 14:54", "direction_included": false, "sentiment_conflict": 0.255, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.192}, {"url": "https://finance.yahoo.com/m/bc210ef9-85c0-3967-9c05-a582a3653b08/oracle%2C-hpe%2C-crowdstrike%2C.html", "tier": "direct", "title": "Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today\u2019s Market", "topics": ["AI", "Semiconductors", "Tech"], "summary": "Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease. Continue Reading", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "36cc90559fa13612223fbd40770365ff7200448837f2a2b52eb3191161c81de9", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/bc210ef9-85c0-3967-9c05-a582a3653b08/oracle%2C-hpe%2C-crowdstrike%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:31:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today\u2019s Market", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 35.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.014407, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.451, "provider_symbols": ["AMD.US", "CRWD.US", "INTC.US", "MRVL.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 14:31", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.328}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-5-layoff-costs-141933293.html", "tier": "direct", "title": "Oracle Slides 5% as Layoff Costs Outweigh Ellison\u2019s Canceled $7.5B Stock Sale; Nebius and CoreWeave Fall 5%", "topics": ["AI", "Capital Expenditures", "Cloud Infrastructure", "Free Cash Flow", "Insider Trading", "Restructuring"], "summary": "Quick Read Oracle's $700M restructuring cost increase overshadowed Ellison's cancellation of a $7.5B stock sale plan, dragging ORCL and CRWV each down 5%. SKYY held flat while QQQ slid 1%, isolating the sell-off to capital-intensive AI compute names rather than cloud as a category. Amodei and Altman both called for slower AI model development, threatening demand assumptions underpinning CoreWeave, Nebius, and Oracle's contracted backlogs. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email t", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "b4a046efb595c6571c8c212e64860d912b6d6ea9b389ed08f9719736a10a612c", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-5-layoff-costs-141933293.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:19:33+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Slides 5% as Layoff Costs Outweigh Ellison\u2019s Canceled $7.5B Stock Sale Quick Read Oracle's $700M restructuring cost increase overshadowed Ellison's cancellation of a $7.5B stock sale plan, dragging ORCL and CRWV each down 5%. Amodei and Altman both called for slower AI model development, threatening demand assumptions underpinning CoreWeave, Nebius, and Oracle's contracted backlogs.", "tone_signals": ["Operational disruption", "Large negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 74.4, "sentiment_pct": 19, "evidence_basis": "archived_article", "evidence_share": 3.7, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.179091, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.753, "provider_symbols": ["700.US", "CRWV.US", "NBIS.US", "ORCL.US", "ORCL01.ARCHIVE", "QQQ.US", "SKYY.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 68, "published_display": "14 Sep 2026 14:19", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3.7", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.134}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-round-job-cuts-141027948.html", "tier": "direct", "title": "Oracle Begins New Round of Job Cuts as AI Infrastructure Spending Rises \u2013 Report", "topics": ["Artificial Intelligence", "Corporate Debt", "Layoffs", "Workforce Reduction"], "summary": "Oracle Corp (NYSE:ORCL) has begun another round of job cuts, Business Insider reported on Monday, citing three affected employees and an email obtained by the publication. The layoffs began on Monday, in line with expectations from a source familiar with the matter, according to the report. An Oracle spokesperson had not responded to a request for comment at the time of publication. Business Insider reported last month that Oracle had prepared plans for additional workforce reductions as it sought to lower payroll costs while taking on billions of dollars of debt to finance artificial intellig", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "9e706235d4629c2a016c992ba024ff41e2f9e01190d87f56c6661f33a4cb5ec6", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-round-job-cuts-141027948.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:10:27+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Begins New Round of Job Cuts as AI Infrastructure Spending Rises \u2013 Report Oracle Corp (NYSE:ORCL) has begun another round of job cuts, Business Insider reported on Monday, citing three affected employees and an email obtained by the publication. An Oracle spokesperson had not responded to a request for comment at the time of publication. Business Insider reported last month that Oracle had prepared plans for additional workforce reductions as it sought to lower payroll costs while taking on billions of dollars of debt to finance artificial intellig", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 74.4, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 3.2, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.154919, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.697, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 58, "published_display": "14 Sep 2026 14:10", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "3.2", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1349}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-layoff-round-ai-140036838.html", "tier": "direct", "title": "Oracle begins new layoff round as AI spending increases debt - Report", "topics": ["AI", "Debt", "Layoffs"], "summary": "Investing.com -- Oracle Corp (NYSE:ORCL) has begun a new round of job cuts, according to three affected employees and an email obtained by Business Insider The layoffs started on Monday, as expected by a source familiar with the matter. An Oracle spokesperson did not immediately respond to requests for comment. Business Insider reported last month that the company had prepared plans for new job reductions to lower payroll costs while accumulating billions in debt to finance AI infrastructure. The planned cuts reached double-digit percentages on some teams, according to an internal document. Po", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "d84a3692b0f410bc4f1ce39a69a86cf32d9a1daa184ec8825e2935b286ea28d2", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-begins-layoff-round-ai-140036838.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T14:00:36+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle begins new layoff round as AI spending increases debt - Report Investing.com -- Oracle Corp (NYSE:ORCL) has begun a new round of job cuts, according to three affected employees and an email obtained by Business Insider The layoffs started on Monday, as expected by a source familiar with the matter. An Oracle spokesperson did not immediately respond to requests for comment.", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 74.3, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 4.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.201934, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.697, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 61, "published_display": "14 Sep 2026 14:00", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "4.2", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.161}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-664-billion-backlog-sends-133300188.html", "tier": "direct", "title": "Oracle\u2019s $664 billion backlog sends a signal to Dell, HPE", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Free Cash Flow", "Rates", "Tech"], "summary": "Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure. Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand. Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged ", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "7e9400b152c26bb7491b7e1118037350c65e9ba343d67ca210d337122b1c1c0d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-664-billion-backlog-sends-133300188.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:33:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle\u2019s $664 billion backlog sends a signal to Dell, HPE Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand. Oracle's fiscal first-quarter results supported this trend.", "tone_signals": ["Improving financial comparison", "Operating growth", "Large positive market reaction", "Positive market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 65.8, "sentiment_pct": 69, "evidence_basis": "archived_article", "evidence_share": 2.4, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.115115, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.765, "provider_symbols": ["DELL.US", "GSPC.INDX", "HPE.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 55, "published_display": "14 Sep 2026 13:33", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2.4", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.0961}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-data-center-buildout-133052196.html", "tier": "direct", "title": "Oracle\u2019s AI Data Center Buildout Is Running Into Delays \u2014 Co-CEO Clay Magouyrk Says Betting on Everything Going on Time Is a \u2018Bad Plan\u2019", "topics": ["Consensus Estimate", "Data Centers", "Earnings", "Guidance", "Infrastructure", "Revenue Growth"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle Corp.'s New Mexico data center has been delayed by a stalled natural gas pipeline, but co-CEO Clay Magouyrk said assuming every project will meet its deadline is \"a bad plan.\" 'We Have a Term for That' During the company's first-quarter earnings call with analysts on Thursday, Magouyrk pushed back on the idea that Oracle's plans depend on every project hitting its deadline. \"Anyone that's been in the business of doing construction or large-scale infrastructure development, if their plan ", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "0db29a4e46fd94c64c0c68dd853e29a94816a3d3a91984c63ac076a63ac8fc23", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-ai-data-center-buildout-133052196.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:30:52+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle\u2019s AI Data Center Buildout Is Running Into Delays \u2014 Co-CEO Clay Magouyrk Says Betting on Everything Going on Time Is a \u2018Bad Plan\u2019 Oracle Corp.'s New Mexico data center has been delayed by a stalled natural gas pipeline, but co-CEO Clay Magouyrk said assuming every project will meet its deadline is \"a bad plan.\" 'We Have a Term for That' During the company's first-quarter earnings call with analysts on Thursday, Magouyrk pushed back on the idea that Oracle's plans depend on every project hitting its deadline.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 65.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.038039, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 13:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.218}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-2026-layoff-plan-132318715.html", "tier": "direct", "title": "Oracle expands 2026 layoff plan by $700 million amid AI costs", "topics": ["AI", "Cloud", "Earnings", "Free Cash Flow", "Restructuring"], "summary": "Oracle disclosed in a regulatory filing that it is expanding its planned job cuts by approximately $700 million, bringing the total estimated cost of its 2026 Restructuring Plan to roughly $2.8 billion as the company presses forward with a costly AI data center buildout. The additional costs reflect \"additional actions that we expect to take,\" the company said. The plan, approved during fiscal 2026, encompasses severance payments, contract termination fees, and related exit costs, with a portion of the reduction linked to how Oracle is deploying AI across parts of its business. Through August ", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "6b355fd1f03689fbdd844be85ce7b76b65500ffe6bf11d659619cc333a6a47d1", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-expands-2026-layoff-plan-132318715.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:23:18+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle expands 2026 layoff plan by $700 million amid AI costs Oracle disclosed in a regulatory filing that it is expanding its planned job cuts by approximately $700 million, bringing the total estimated cost of its 2026 Restructuring Plan to roughly $2.8 billion as the company presses forward with a costly AI data center buildout. The plan, approved during fiscal 2026, encompasses severance payments, contract termination fees, and related exit costs, with a portion of the reduction linked to how Oracle is deploying AI across parts of its business.", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 65.7, "sentiment_pct": 41, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.074547, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.619, "provider_symbols": ["700.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 43, "published_display": "14 Sep 2026 13:23", "direction_included": true, "sentiment_conflict": 0.345, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.6", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.093}, {"url": "https://finance.yahoo.com/m/0b20bd36-1541-336a-8a10-b5850a2418a6/oracle-stock-drops-on.html", "tier": "direct", "title": "Oracle Stock Drops on Surprising Larry Ellison Announcement", "topics": [], "summary": "Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock. Continue Reading", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "3cd6275285f849b7cbefaa962cb2224b9e86e9ab6219368440c06c6f1458febe", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/0b20bd36-1541-336a-8a10-b5850a2418a6/oracle-stock-drops-on.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:01:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Drops on Surprising Larry Ellison Announcement Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock.", "tone_signals": ["Negative market reaction", "Institutional or insider selling"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 34.9, "sentiment_pct": 36, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.02988, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.644, "provider_symbols": ["GSPC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 40, "published_display": "14 Sep 2026 13:01", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.6", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.186}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-health-clinical-ai-agent-130000338.html", "tier": "direct", "title": "Oracle Health Clinical AI Agent Helps Nurses Alleviate Documentation Burden and Streamline Care", "topics": ["AI", "Documentation", "Healthcare", "Nursing", "Technology"], "summary": "Voice-forward chart navigation, AI-powered acute nursing summaries, and voice-enabled discrete charting help nurses spend more time delivering care AUSTIN, Texas, Sept. 14, 2026 /PRNewswire/ -- Oracle Health today announced the U.S. availability of Oracle Health Clinical AI Agent for nurses, helping alleviate documentation burden and streamline care coordination in inpatient settings. Embedded directly into Oracle Health Foundation EHR, the AI-powered capabilities combine voice-driven chart navigation and search, acute nursing summaries, and voice-enabled discrete charting to help nurses quick", "age_days": 3.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "a6186b7461ae4a5ae2689bbecd2f156ef59daca909ce7cf2c0f04447adc7e8c6", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-health-clinical-ai-agent-130000338.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T13:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Health Clinical AI Agent Helps Nurses Alleviate Documentation Burden and Streamline Care 14, 2026 /PRNewswire/ -- Oracle Health today announced the U.S. availability of Oracle Health Clinical AI Agent for nurses, helping alleviate documentation burden and streamline care coordination in inpatient settings. Embedded directly into Oracle Health Foundation EHR, the AI-powered capabilities combine voice-driven chart navigation and search, acute nursing summaries, and voice-enabled discrete charting to help nurses quick", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 34.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.014289, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.4, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "14 Sep 2026 13:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1938}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-reports-upbeat-q1-tap-120000430.html", "tier": "direct", "title": "Oracle Reports Upbeat Q1: Should You Tap Oracle With ETFs?", "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Consensus Estimate", "Credit Rating", "Debt"], "summary": "Oracle ORCL shares rose in extended trading on Thursday after the software giant reported better-than-expected fiscal first-quarter results and offered an upbeat outlook for the current quarter. The company's growing cloud business, driven by demand for artificial intelligence (AI) infrastructure, continues to support its expansion. However, rising capital spending, mounting debt and negative free cash flow remain key concerns for investors. Oracle Beats Estimates in Q1 Oracle reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10", "age_days": 3.1, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "d6373a431a26e6d82ce773db93a1b11f7dc26227a4bd33f3fb50b6ef20e3c086", "event_type": "guidance", "tier_label": "Direct company coverage", "event_label": "Guidance", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-reports-upbeat-q1-tap-120000430.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-14T12:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Reports Upbeat Q1: Should You Tap Oracle With ETFs? Oracle ORCL shares rose in extended trading on Thursday after the software giant reported better-than-expected fiscal first-quarter results and offered an upbeat outlook for the current quarter. Oracle Beats Estimates in Q1 Oracle reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10", "tone_signals": ["Beat expectations"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 73.7, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 2.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.093902, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 77, "model_confidence": 0.568, "provider_symbols": ["FEPI.US", "FFF.US", "JXX.US", "OAIW.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 45, "published_display": "14 Sep 2026 12:00", "direction_included": true, "sentiment_conflict": 0.184, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "2", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.159}, {"url": "https://finance.yahoo.com/markets/stocks/articles/barclays-resets-oracle-stock-price-180300087.html", "tier": "direct", "title": "Barclays resets Oracle stock price target", "topics": ["AI", "Balance Sheet", "Cloud", "Earnings", "Earnings Per Share", "Free Cash Flow"], "summary": "Valued at a market cap of $465 billion, Oracle is among the world's largest companies. The cloud giant has returned 335% to shareholders over the past decade, in dividend-adjusted gains. Despite these stellar returns, Oracle (ORCL) stock is down 54% from all-time highs, at the time of writing. It recently announced fiscal first quarter results (ended in August), following which several investment firms reset their targets for Oracle's stock price. As reported in The Fly, Barclays raised its price target to $252 from $250 and kept an \"Overweight\" rating on the tech stock. The stock price is cur", "age_days": 3.8, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "fed510931500d7092b7fab131d03d7ed516218936406c1996e326d5037dc5458", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/barclays-resets-oracle-stock-price-180300087.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-13T18:03:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Barclays resets Oracle stock price target Valued at a market cap of $465 billion, Oracle is among the world's largest companies. Despite these stellar returns, Oracle (ORCL) stock is down 54% from all-time highs, at the time of writing. It recently announced fiscal first quarter results (ended in August), following which several investment firms reset their targets for Oracle's stock price.", "tone_signals": ["Analyst upgrade"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 58.8, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.070503, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.576, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 43, "published_display": "13 Sep 2026 18:03", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.5", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.122}, {"url": "https://finance.yahoo.com/markets/stocks/articles/second-thought-never-mind-why-145340407.html", "tier": "direct", "title": "On Second Thought, Never Mind: Here\u2019s Why ORCL\u2019s Larry Ellison Just Canceled $7.5 Billion Stock Sale", "topics": ["AI Cloud", "Dividends", "Insider Trading", "Net Income", "Revenue Growth", "Shareholder"], "summary": "Quick Read Larry Ellison canceled a $7.5B plan to sell 50M ORCL shares, signaling he views the stock as undervalued after a 22% year-to-date drop. Oracle's AI cloud business exploded 121% year over year, pushing Remaining Performance Obligations to $664B and full-year revenue guidance to $90B. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. The controlling shareholder of one ", "age_days": 4.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "1c32b737be62c0a6f10f521ebef7caa444f89c7f19e82e4706c4b1845e0f89dc", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/second-thought-never-mind-why-145340407.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-13T14:53:40+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle's AI cloud business exploded 121% year over year, pushing Remaining Performance Obligations to $664B and full-year revenue guidance to $90B.", "tone_signals": ["Positive valuation view", "Institutional or insider selling"], "company_focus": 0.86, "cross_listing": false, "entity_mapped": true, "freshness_pct": 57.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.060132, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.597, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 86, "evidence_strength": 0, "published_display": "13 Sep 2026 14:53", "direction_included": false, "sentiment_conflict": 0.225, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1209}, {"url": "https://seekingalpha.com/news/4642272-larry-ellison-cancels-75b-oracle-share-sale-plan?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Larry Ellison cancels $7.5B Oracle share sale plan", "topics": ["AI", "Acquisition", "Antitrust", "Artificial Intelligence", "Capital Expenditure", "Cash Flow"], "summary": "Oracle Executive Chairman Larry Ellison has canceled [https://investor.oracle.com/investor-news/news-details/2026/Larry-Ellison-Cancels-His-Plan-to-Sell-Oracle-Stock/default.aspx] a plan to sell up to 50 million shares of Oracle common stock, or $7.5B worth of stock at the current price, with no shares sold under the trading plan, the company said. Ellison has no other plans to sell his Oracle shares. The 10b5-1 trading plan was adopted on June 22, 2026, and was scheduled to terminate on Oct. 24, 2026, subject to early termination. The 10b5-1 trading plan was disclosed in Oracle\u2019s Sept. 11 10-", "age_days": 4.3, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "6be5a2e4f32455623e26f7f4afbd876acbe93c54594c4b96715f39e8ce326ac9", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642272-larry-ellison-cancels-75b-oracle-share-sale-plan?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-13T07:06:35+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Larry Ellison cancels $7.5B Oracle share sale plan Oracle Executive Chairman Larry Ellison has canceled [https://investor.oracle.com/investor-news/news-details/2026/Larry-Ellison-Cancels-His-Plan-to-Sell-Oracle-Stock/default.aspx] a plan to sell up to 50 million shares of Oracle common stock, or $7.5B worth of stock at the current price, with no shares sold under the trading plan, the company said. Ellison has no other plans to sell his Oracle shares. The 10b5-1 trading plan was disclosed in Oracle\u2019s Sept.", "tone_signals": ["Institutional or insider selling"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 65.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 4, "durable_archive": false, "evidence_weight": 0.053271, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 77, "model_confidence": 0.526, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "13 Sep 2026 07:06", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.118}, {"url": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-revamps-oracle-stock-210300125.html", "tier": "direct", "title": "Morgan Stanley revamps Oracle stock price target", "topics": ["AI", "Cloud Infrastructure", "Debt", "Earnings", "Earnings Release", "Price Target"], "summary": "Oracle (ORCL) has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter. Cloud infrastructure revenue grew 121% year over year. Total revenue hit $19.3 billion, up 30%. The company booked more than $30 billion in new AI cloud contracts in a single quarter. Remaining performance obligations reached $664 billion, up $209 billion year over year. Impressive, right? Yet the stock is still down 20.90% year to date and 49.83% over the past year, accordin", "age_days": 4.7, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "2a609b246844a54882464fe99d6ace3c1cf5e01a09df594ddfe4fa38cfdd2e22", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-revamps-oracle-stock-210300125.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T21:03:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Morgan Stanley revamps Oracle stock price target Oracle (ORCL) has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter.", "tone_signals": ["Operating growth"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 52.1, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.045887, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.532, "provider_symbols": ["MS.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "12 Sep 2026 21:03", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.17}, {"url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-oracle-664b-backlog-151328938.html", "tier": "direct", "title": "Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company\u2019s Growth Trajectory", "topics": ["Balance Sheet", "Capital Expenditures", "Cloud Infrastructure", "Earnings", "Free Cash Flow"], "summary": "Quick Read Oracle (ORCL) reported a $664B revenue backlog, up $209B year over year, with cloud infrastructure revenue surging 121% to $7.39B. Cramer called Oracle's quarter calm and reassuring, but the stock sits 50% below year-ago levels and Ellison plans to sell $7.5B in shares. Half of Oracle's RPO converts over 36 months, and $28.5B in quarterly CapEx pushed free cash flow to negative $5.4B. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report i", "age_days": 4.9, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "dad75d66c66530d113a12e56f42bde46b078f067bcd542e02522c1a99f6c7f49", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-oracle-664b-backlog-151328938.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T15:13:28+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company\u2019s Growth Trajectory Quick Read Oracle (ORCL) reported a $664B revenue backlog, up $209B year over year, with cloud infrastructure revenue surging 121% to $7.39B. Cramer called Oracle's quarter calm and reassuring, but the stock sits 50% below year-ago levels and Ellison plans to sell $7.5B in shares. Half of Oracle's RPO converts over 36 months, and $28.5B in quarterly CapEx pushed free cash flow to negative $5.4B.", "tone_signals": ["Institutional or insider selling"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 50.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.039706, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.5, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "12 Sep 2026 15:13", "direction_included": false, "sentiment_conflict": 0.439, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.144}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-added-30-billion-111550996.html", "tier": "direct", "title": "Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print", "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Free Cash Flow", "Hedge Funds"], "summary": "Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline. On September 10, Reuters reported that Oracle booked more than $30 billion of new AI cloud contracts during its fiscal first quarter, helping lift remaining performance obligations to $664 billion. Quarterly revenue rose 30% year over year to $19.3 billion, while adjusted earnings of $1.92 per share also topped expectations. Oracle's negative free cash flow of $5.4 billion was painful, but substantially better than the $", "age_days": 5.1, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "98e27de6dc557c583dede6cbf022fc4cb584376772ea0844e0adc44350c5d804", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-added-30-billion-111550996.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T11:15:50+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Just Added $30 Billion in AI Contracts. Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline. On September 10, Reuters reported that Oracle booked more than $30 billion of new AI cloud contracts during its fiscal first quarter, helping lift remaining performance obligations to $664 billion. Oracle's negative free cash flow of $5.4 billion was painful, but substantially better than the $", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 49.2, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 1.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.054711, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.626, "provider_symbols": ["NVDA.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 41, "published_display": "12 Sep 2026 11:15", "direction_included": true, "sentiment_conflict": 0.187, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.1", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.201}, {"url": "https://finance.yahoo.com/markets/stocks/articles/earn-500-month-oracle-stock-033007408.html", "tier": "direct", "title": "How To Earn $500 A Month From Oracle Stock Ahead Of Q1 Earnings", "topics": ["Consensus Estimate", "Dividend Payments", "Dividends", "Earnings", "Earnings Report", "Quarterly Earnings"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle Corporation will release its first earnings report after the closing bell on Thursday, Sept. 10. The database software provider has beaten analyst revenue estimates in two straight quarters and in four of the last 10 quarters overall. Analysts expect quarterly earnings of $1.74 per share. That's up from $1.47 per share in the year-ago period. The consensus estimate for ORCL's quarterly revenue is $19.14 billion. It reported $14.93 billion last year, according to Benzinga Pro. With the re", "age_days": 5.4, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "db3676b4498565c611b09efeef737d83b53e3934dce99269201192258f00cc52", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/earn-500-month-oracle-stock-033007408.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T03:30:07+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "How To Earn $500 A Month From Oracle Stock Ahead Of Q1 Earnings Oracle Corporation will release its first earnings report after the closing bell on Thursday, Sept.", "tone_signals": ["Improving financial comparison"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 47.1, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.062096, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.536, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 40, "published_display": "12 Sep 2026 03:30", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.159}, {"url": "https://finance.yahoo.com/technology/ai/articles/orcl-q3-deep-dive-cloud-032305119.html", "tier": "direct", "title": "ORCL Q3 Deep Dive: Cloud Infrastructure and AI Demand Drive Margin Expansion", "topics": ["AI", "Balance Sheet", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Guidance"], "summary": "Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter's revenue to be around $21.2 billion, close to analysts' estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts' consensus estimates. Is now the time to buy ORCL? Find out in our full research report (it's free). Oracle (ORCL) Q3 CY2026 Highlights: Revenue: $19.35 billion vs analyst estimates of $19.09 billion (29.6% year-on-year growth, 1.3% beat) Adjusted EPS: $1.92 vs analyst estimates of $1", "age_days": 5.4, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "1f22784b68c80e7afa306597b73f31e45e666b1919421b1ac3c7a1431a2ea52b", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/orcl-q3-deep-dive-cloud-032305119.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-12T03:23:05+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. Oracle (ORCL) Q3 CY2026 Highlights: Revenue: $19.35 billion vs analyst estimates of $19.09 billion (29.6% year-on-year growth, 1.3% beat) Adjusted EPS: $1.92 vs analyst estimates of $1", "tone_signals": ["Margin Expansion", "Beat expectations"], "company_focus": 0.86, "cross_listing": false, "entity_mapped": true, "freshness_pct": 47.0, "sentiment_pct": 73, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.09279, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.671, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 86, "evidence_strength": 55, "published_display": "12 Sep 2026 03:23", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "1.9", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1462}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-showed-less-painful-225038778.html", "tier": "direct", "title": "Oracle Just Showed a Less Painful Way to Finance AI Clouds. That\u2019s Awkward for CoreWeave", "topics": ["AI Cloud", "Infrastructure", "Revenue Growth"], "summary": "Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of its $28.5 billion quarterly capital expenditure was offset by customer prepayments, and most of those new contracts will not require substantial incremental Oracle-funded capital investment. CoreWeave repr", "age_days": 5.6, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "c5c390ff59d3c2e489c818851c1b076335ea23dee02866ea17cbcd9813955e92", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-showed-less-painful-225038778.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T22:50:38+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Just Showed a Less Painful Way to Finance AI Clouds. Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of its $28.5 billion quarterly capital expenditure was offset by customer prepayments, and most of those new contracts will not require substantial incremental Oracle-funded capital investment.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 57.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.029794, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.4, "provider_symbols": ["CRWE.US", "CRWV.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 22:50", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.137}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-spending-tens-billions-ai-224727577.html", "tier": "direct", "title": "Oracle Is Spending Tens of Billions on AI Infrastructure. Where Does the Physical Money Go?", "topics": ["Acquisition", "AI Infrastructure", "Capital Expenditure", "Cloud Computing", "Data Centers"], "summary": "Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co. (NYSE:VRT) operates one layer below that boom, where GPUs become a power and cooling problem. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining performance obligations reached $664 billion, driven by more than $30 billion of new AI contracts. The second-order question is what happens physically when cloud providers build that much capacity. Dense AI racks require power conv", "age_days": 5.6, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "fa6e367fcf3ed299941ba633297baea92689847abefd2658c659b71d47645002", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-spending-tens-billions-ai-224727577.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T22:47:27+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Is Spending Tens of Billions on AI Infrastructure. Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining performance obligations reached $664 billion, driven by more than $30 billion of new AI contracts.", "tone_signals": ["Operating growth"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 57.2, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.043328, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 77, "model_confidence": 0.532, "provider_symbols": ["ORCL.US", "VRT.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 22:47", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1241}, {"url": "https://seekingalpha.com/news/4642249-oracle-reveals-700m-in-additional-restructuring-costs-tied-to-layoffs?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle reveals $700M in additional restructuring costs tied to layoffs", "topics": ["Earnings", "Restructuring"], "summary": "[Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) revealed an additional $700M in restructuring costs tied in part to layoffs, according to a Friday filing with the U.S. Securities and Exchange Commission. \"Subsequent to August 31, 2026, our management supplemented the 2026 Restructuring Plan by approximately $700 million to reflect additional actions that we expect to take,\" the filing [https://seekingalpha.com/filing/310059262] reads. \"These costs will be recorded to the restructuring and other expense line item within ", "age_days": 5.7, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "fa524ee0efd816ea4616e922f9c794273372d72249d40d8a186b450c01bf3e9f", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642249-oracle-reveals-700m-in-additional-restructuring-costs-tied-to-layoffs?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T21:41:55+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Oracle reveals $700M in additional restructuring costs tied to layoffs [Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) revealed an additional $700M in restructuring costs tied in part to layoffs, according to a Friday filing with the U.S.", "tone_signals": ["Operational disruption"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 45.5, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.073241, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.657, "provider_symbols": ["700.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 49, "published_display": "11 Sep 2026 21:41", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.5", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.086}, {"url": "https://finance.yahoo.com/technology/ai/articles/bmo-tweaks-oracle-stock-price-211207388.html", "tier": "direct", "title": "BMO Tweaks Oracle Stock Price Target After AI Risk", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) received a lower price target from BMO Capital despite another explosive quarter for its cloud infrastructure business, highlighting a growing investor tension around the AI trade: revenue and backlog are surging, but the economics of delivering that growth remain under scrutiny. BMO analyst Keith Bachman cut his Oracle target to $195 from $220 while maintaining an Outperform rating. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart BMO ", "age_days": 5.7, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "neutral", "story_key": "85a566bdfe804e9b388f6ef268c2e7b27998a1b9f5b250bf6493ea4458dd1e4c", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/bmo-tweaks-oracle-stock-price-211207388.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T21:12:07+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "BMO Tweaks Oracle Stock Price Target After AI Risk Oracle (NYSE:ORCL) received a lower price target from BMO Capital despite another explosive quarter for its cloud infrastructure business, highlighting a growing investor tension around the AI trade: revenue and backlog are surging, but the economics of delivering that growth remain under scrutiny. BMO analyst Keith Bachman cut his Oracle target to $195 from $220 while maintaining an Outperform rating.", "tone_signals": ["Analyst downgrade"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 26.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": false, "evidence_weight": 0.017423, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.72, "archive_provider": "", "event_confidence": 93, "model_confidence": 0.52, "provider_symbols": ["ORCL-PD.US", "ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 21:12", "direction_included": false, "sentiment_conflict": 0.448, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.242}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-weakens-bear-case-broader-160502483.html", "tier": "direct", "title": "Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Quick Read Oracle booked $30+ billion in new AI cloud contracts in Q1, and its non-OpenAI backlog more than doubled, undercutting the single-customer bear case. Clay Magouyrk confirmed new contracts arrived via customer prepay or bring-your-own-hardware, requiring no additional Oracle cash even with peak capex projected at $90 to $95 billion ahead. ORCL trades at 19x forward earnings, well below its 27x trailing multiple, while remaining performance obligations surged to $664 billion and analysts target $241. Just released. Our analysts combed the entire stock market and named the ten best sto", "age_days": 5.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "b4ef711ac7e2f2711280547735e4a9cdf72323c8df8d2abc24376448428b943b", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-weakens-bear-case-broader-160502483.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T16:05:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog Quick Read Oracle booked $30+ billion in new AI cloud contracts in Q1, and its non-OpenAI backlog more than doubled, undercutting the single-customer bear case. Clay Magouyrk confirmed new contracts arrived via customer prepay or bring-your-own-hardware, requiring no additional Oracle cash even with peak capex projected at $90 to $95 billion ahead.", "tone_signals": ["Missed expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 55.7, "sentiment_pct": 41, "evidence_basis": "archived_article", "evidence_share": 1.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.070307, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.541, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 43, "published_display": "11 Sep 2026 16:05", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://seekingalpha.com/news/4642145-oracles-q1-proves-potential-of-iaas-strategy-as-cloud-infra-surges-121-analysts?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle's Q1 proves potential of IaaS strategy as cloud infra surges 121%: analysts", "topics": ["AI", "Cloud Infrastructure", "Dividends", "Earnings", "Earnings Results", "Price Target"], "summary": "[Oracle To Report Quarterly Earnings] Justin Sullivan/Getty Images News Oracle's (ORCL [https://seekingalpha.com/symbol/ORCL]) first-quarter fiscal 2027 earnings results [https://seekingalpha.com/news/4641826-oracle-non-gaap-eps-of-1_92-beats-by-0_18-revenue-of-19_35b-beats-by-220m] proved the potential of its infrastructure as a service strategy as cloud infrastructure revenue surged 121% year over year to $7.4B. Shares initially popped up about 7% during post-market trading on Thursday. However, by noon trading on Friday, shares had increased less than 1%. Despite the lukewarm next-day react", "age_days": 5.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "faba44cd6a70f7ec8ee02d8fe11543873669d9d8a93534cd4b7807d36b69baae", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4642145-oracles-q1-proves-potential-of-iaas-strategy-as-cloud-infra-surges-121-analysts?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T16:04:32+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Oracle's Q1 proves potential of IaaS strategy as cloud infra surges 121%: analysts [Oracle To Report Quarterly Earnings] Justin Sullivan/Getty Images News Oracle's (ORCL [https://seekingalpha.com/symbol/ORCL]) first-quarter fiscal 2027 earnings results [https://seekingalpha.com/news/4641826-oracle-non-gaap-eps-of-1_92-beats-by-0_18-revenue-of-19_35b-beats-by-220m] proved the potential of its infrastructure as a service strategy as cloud infrastructure revenue surged 121% year over year to $7.4B.", "tone_signals": ["Large positive market reaction", "Beat expectations", "Operating growth", "Positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 44.1, "sentiment_pct": 87, "evidence_basis": "archived_article", "evidence_share": 3.6, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.174339, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.84, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 72, "published_display": "11 Sep 2026 16:04", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "3.6", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/d96b3f82-74f2-3ca7-953c-344bbe04234a/why-oracle%27s-%27solid%27-results.html", "tier": "direct", "title": "Why Oracle's 'Solid' Results Aren't Giving Its Stock A Big Boost", "topics": ["AI", "Earnings", "Tech"], "summary": "Oracle stock is flat despite posting a big jump in revenue, powered by demand for its AI cloud offering. Continue Reading", "age_days": 5.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "811ef85e700eba77d1664dc88dd689ef8005a8817ef3aa75885f0a8ab481411b", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/d96b3f82-74f2-3ca7-953c-344bbe04234a/why-oracle%27s-%27solid%27-results.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T15:59:47+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle's 'Solid' Results Aren't Giving Its Stock A Big Boost Oracle stock is flat despite posting a big jump in revenue, powered by demand for its AI cloud offering.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 44.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.03623, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.4, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 15:59", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-delivered-near-term-iaas-150402687.html", "tier": "direct", "title": "Oracle Delivered Near-Term IaaS Execution, Faces Gross Margin Pressure, Morgan Stanley Says", "topics": ["Earnings"], "summary": "Oracle's (ORCL) fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution, PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "f449cc1c51d67f01d5b4d44633e22f5a7790d7de97b5243393537b95aa3bfff0", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-delivered-near-term-iaas-150402687.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T15:04:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Delivered Near-Term IaaS Execution, Faces Gross Margin Pressure, Morgan Stanley Says Oracle's (ORCL) fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution, PREMIUM Upgrade to read this MT Newswires article and get so much more.", "tone_signals": ["Margin pressure"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.8, "sentiment_pct": 33, "evidence_basis": "archived_article", "evidence_share": 1.6, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.075411, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.556, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 49, "published_display": "11 Sep 2026 15:04", "direction_included": true, "sentiment_conflict": 0.229, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.6", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-just-dropped-ai-number-145127334.html", "tier": "direct", "title": "Oracle Just Dropped an AI Number Wall Street Cannot Ignore", "topics": ["AI", "Cloud Computing", "Earnings", "Growth Rate", "Revenue Growth"], "summary": "This article first appeared on GuruFocus. Enterprise software and cloud major Oracle Corp. (ORCL, Financials) just offered investors a far sharper view of what AI is doing to its business. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Oracle shares jumped nearly 7% in after-hours trading on better-than-expected first-quarter fiscal results and an upbeat outlook. Cloud sales up 62% year over year. And that's where the story gets interesting. Oracle has invested heavily in building data centers ", "age_days": 6.0, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "4e2b73795db6df661b2dc1a918473dcb678b553c63778db977a86ae5c04e8707", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-just-dropped-ai-number-145127334.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:51:27+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Just Dropped an AI Number Wall Street Cannot Ignore Enterprise software and cloud major Oracle Corp. Oracle has invested heavily in building data centers", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.040356, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.585, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "11 Sep 2026 14:51", "direction_included": false, "sentiment_conflict": 0.39, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.151}, {"url": "https://finance.yahoo.com/video/oracle-most-attractive-ai-cloud-144500691.html", "tier": "direct", "title": "Oracle is the most attractive AI cloud, analyst says", "topics": ["AI Cloud", "Earnings", "Guidance", "Tech"], "summary": "D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is \"by far the most attractive AI cloud.\" Video Transcript 00:00 Speaker A How positive was this report in your view? 00:04 Speaker B I thought it was a very good quarter and that they executed. 00:08 Speaker B Right? last quarter, they exited their last fiscal year growing 20%. 00:15 Speaker B Now they're going 29%. They're going they're guiding the 30 to 34% that much for the year. 00:23 Speaker B They slightly increased their guidance for the year. 00:26 Speak", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "9cfefd5972c7d8f476906d7837cf8269f0d6c0a22851ed39765530fa0287b10f", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/oracle-most-attractive-ai-cloud-144500691.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:45:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle is the most attractive AI cloud, analyst says Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is \"by far the most attractive AI cloud.\" Video Transcript 00:00 Speaker A How positive was this report in your view?", "tone_signals": ["Guidance raised"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.7, "sentiment_pct": 60, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.060476, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.56, "provider_symbols": ["MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 43, "published_display": "11 Sep 2026 14:45", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/video/kroger-cuts-sales-forecast-oracle-143536628.html", "tier": "direct", "title": "Kroger Cuts Sales Forecast, Oracle Gains | Stock Movers", "topics": ["Earnings", "Guidance", "Quarterly Earnings", "Retail"], "summary": "On this episode of Stock Movers:- Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending.- Oracle (ORCL) shares are higher as the software company's results featured better-than-expected cloud revenue amid strong AI demand. - Restoration Hardware (RH) shares are on the move after the home furnishing retailer's quarterly earnings beat amid a weaker housing market and consumer spending environment. View Comments", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "b3ed251582346c6f5d73ceffb33aa95e88b55b9aeb4c428c5259196c8b2a591d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/kroger-cuts-sales-forecast-oracle-143536628.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:35:36+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Kroger Cuts Sales Forecast, Oracle Gains | Stock Movers On this episode of Stock Movers:- Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending.- Oracle (ORCL) shares are higher as the software company's results featured better-than-expected cloud revenue amid strong AI demand.", "tone_signals": ["Guidance cut"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.7, "sentiment_pct": 32, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.089529, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.702, "provider_symbols": ["KR.US", "ORCL.US", "ORCL01.ARCHIVE", "RH.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 52, "published_display": "11 Sep 2026 14:35", "direction_included": true, "sentiment_conflict": 0.674, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.9", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/video/why-strategist-says-oracle-ramp-142800289.html", "tier": "direct", "title": "Why this strategist says Oracle should ramp up AI spending", "topics": ["Capex", "Debt", "Earnings", "Free Cash Flow", "Tech"], "summary": "Morning Brief Host Julie Hyman and Breaking Business News Reporter Jake Conley are joined by Hardika Singh, Fundstrat Economic Strategist, to discuss Oracle's (ORCL) latest earnings and why Singh believes the company should ramp up capital spending to capitalize on surging AI demand. Video Transcript 00:00 Speaker A Where Oracle's fine? 00:00 Speaker B Yeah. 00:00 Speaker C Is that is that where we're at? 00:01 Speaker B Somehow Larry Ellison's doing fine. 00:02 Speaker A Yeah. 00:03 Speaker A I was quite surprised to see the numbers yesterday. It's it seems like a decent amount of beat and ca", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "0983cf923b099f4d29e9829bab7ba15bd2e8b4e8685e8660305a1a325a5dea29", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/why-strategist-says-oracle-ramp-142800289.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:28:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why this strategist says Oracle should ramp up AI spending Morning Brief Host Julie Hyman and Breaking Business News Reporter Jake Conley are joined by Hardika Singh, Fundstrat Economic Strategist, to discuss Oracle's (ORCL) latest earnings and why Singh believes the company should ramp up capital spending to capitalize on surging AI demand. Video Transcript 00:00 Speaker A Where Oracle's fine?", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 55.3, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.069023, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.47, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 14:28", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-q1-earnings-beat-estimates-141800960.html", "tier": "direct", "title": "Oracle Q1 Earnings Beat Estimates, Cloud Growth Accelerates", "topics": ["Cloud Computing", "Consensus Estimate", "Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter"], "summary": "Oracle ORCL reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 30% in dollar terms and 30% in constant currency (cc) on a year-over-year basis. Total quarterly revenues increased 30% year over year to $19.3 billion, which beat the consensus mark by 1.11%, reflecting extraordinarily strong demand for Oracle's industry-leading cloud infrastructure and applications suites, particularly from AI-focused enterprises. Cloud revenues (IaaS + SaaS) increased 62% to $11.6 billion, driven by 121% growth in Cloud Infrastr", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "1a733490bb422e5037ae6210ed2aba83fcf29225540370a96bae4a3e1fa7a14e", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-q1-earnings-beat-estimates-141800960.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:18:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Q1 Earnings Beat Estimates, Cloud Growth Accelerates Oracle ORCL reported first-quarter fiscal 2027 non-GAAP earnings of $1.92 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 30% in dollar terms and 30% in constant currency (cc) on a year-over-year basis. Total quarterly revenues increased 30% year over year to $19.3 billion, which beat the consensus mark by 1.11%, reflecting extraordinarily strong demand for Oracle's industry-leading cloud infrastructure and applications suites, particularly from AI-focused enterprises.", "tone_signals": ["Beat expectations", "Improving financial comparison", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.6, "sentiment_pct": 85, "evidence_basis": "archived_article", "evidence_share": 3.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.142097, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 85, "model_confidence": 0.838, "provider_symbols": ["ACMR.US", "AEIS.US", "ALAB.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 71, "published_display": "11 Sep 2026 14:18", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-surges-ai-growth-amd-141253124.html", "tier": "direct", "title": "Oracle Surges on AI Growth as AMD, Nvidia Stay Bullish", "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors", "Tech"], "summary": "Oracle Technical AnalysisDaily price chart for ORCL showing price jumping pre-market to 162.78 post-earnings, breaking past recent resistance above the 50 EMA (149.98) and testing the 200 EMA (169.51). Source: TradingView Oracle looks absolutely explosive in pre-market trading after the earnings call really got traders excited. After the close yesterday, its bet on data center buildout is really starting to pay off. Q1 revenue is $19.3 billion, up 30% year over year. Cloud revenue is $11.6 billion, up 62% year over year. OCI infrastructure revenue is $7.4 billion, up 121%. Oracle has also book", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "3834a82df510f6b7b64a0f14b98668d6a94e5cc5b36c42bd769913a3a7ef9a4b", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-surges-ai-growth-amd-141253124.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:12:53+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Surges on AI Growth as AMD, Nvidia Stay Bullish Oracle Technical AnalysisDaily price chart for ORCL showing price jumping pre-market to 162.78 post-earnings, breaking past recent resistance above the 50 EMA (149.98) and testing the 200 EMA (169.51). Source: TradingView Oracle looks absolutely explosive in pre-market trading after the earnings call really got traders excited. Oracle has also book", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.6, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.056539, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.493, "provider_symbols": ["AMD.DU", "AMD.HM", "AMD.MU", "AMD.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 45, "published_display": "11 Sep 2026 14:12", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.2", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/video/oracle-earnings-impress-investors-ignore-140857026.html", "tier": "direct", "title": "Oracle earnings impress, but can investors ignore its debt?", "topics": ["Earnings", "Earnings Report"], "summary": "Lee Munson, Portfolio Wealth Advisors president and CIO, joins Yahoo Finance Executive Editor Brian Sozzi to discuss Oracle (ORCL) stock rising after sharing its first quarter earnings report and why investors should be wary. View Comments", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3e5cd8805cd0b2a4e59cba2b427786bae08133e7780cee388fe161636b936ab2", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/oracle-earnings-impress-investors-ignore-140857026.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:08:57+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle earnings impress, but can investors ignore its debt? Lee Munson, Portfolio Wealth Advisors president and CIO, joins Yahoo Finance Executive Editor Brian Sozzi to discuss Oracle (ORCL) stock rising after sharing its first quarter earnings report and why investors should be wary.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.040326, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.45, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 14:08", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-q1-earnings-call-centers-140000080.html", "tier": "direct", "title": "Oracle Q1 Earnings Call Centers on AI Capacity and Raised Outlook", "topics": ["AI", "Capex", "Cloud", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Oracle Corporation ORCL used its first-quarter fiscal 2027 earnings call to emphasize cloud infrastructure delivery, RPO conversion and a higher full-year outlook while addressing capital intensity and execution. Management focused on converting contracted AI demand into revenues while preserving operating discipline. Non-GAAP earnings of $1.92 per share exceeded the $1.74 Zacks Consensus Estimate. Revenues of $19.35 billion topped the consensus mark of $19.13 billion. Oracle Corporation Price, Consensus and EPS SurpriseOracle Corporation Price, Consensus and EPS Surprise Oracle Corporation pr", "age_days": 6.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "56f318f1d418bccd242206cdc402b62e9cae5e9d97d0e50aefa01cc2c1514b72", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-q1-earnings-call-centers-140000080.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T14:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Q1 Earnings Call Centers on AI Capacity and Raised Outlook Oracle Corporation ORCL used its first-quarter fiscal 2027 earnings call to emphasize cloud infrastructure delivery, RPO conversion and a higher full-year outlook while addressing capital intensity and execution. Oracle Corporation Price, Consensus and EPS SurpriseOracle Corporation Price, Consensus and EPS Surprise Oracle Corporation pr", "tone_signals": ["Guidance raised", "Beat expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 43.5, "sentiment_pct": 80, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.118483, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.699, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 64, "published_display": "11 Sep 2026 14:00", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/49181b17-1aca-3362-aa4a-f8aee41add44/oracle-stock-is-rising.-why.html", "tier": "direct", "title": "Oracle Stock Is Rising. Why It\u2019s So Much More Than a Bet on OpenAI.", "topics": [], "summary": "For months, investors have treated Oracle shares as a way to play the ChatGPT developer\u2019s looming listing. Continue Reading", "age_days": 6.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "05e20de7bceeaa57ed94464014b9ecd58c99acf2106231fbe4e2741e72b56a98", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49181b17-1aca-3362-aa4a-f8aee41add44/oracle-stock-is-rising.-why.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T12:27:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Is Rising. For months, investors have treated Oracle shares as a way to play the ChatGPT developer\u2019s looming listing.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.2, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.009065, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 35, "model_confidence": 0.461, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 31, "published_display": "11 Sep 2026 12:27", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/article/oracle-stock-trims-gains-as-ai-cloud-demand-outpaces-supply-122103986.html", "tier": "direct", "title": "Oracle stock trims gains as AI cloud demand outpaces supply", "topics": ["AI", "Cloud Computing", "Cloud Infrastructure", "Debt", "Earnings", "Earnings Per Share"], "summary": "What happened: Oracle (ORCL) trimmed gains after popping more than 2% on Friday. What's behind the move: The database software company posted strong revenue and earnings for its first quarter of fiscal year 2027. The company, which has been building out data centers for customers like OpenAI (OPENAI.PVT), said its total quarterly revenue grew 30% to $19.3 billion versus $19.13 billion expected by Wall Street. The top-line result was driven largely by a 121% jump in cloud infrastructure sales of $7.4 billion. Adjusted earnings per share also rose 30% to $1.92 versus $1.75 expected by Wall Stree", "age_days": 6.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "5563b12cdb32f227ce691814ec84db692a2bdbba60667681f8389f5e359bd2a6", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/article/oracle-stock-trims-gains-as-ai-cloud-demand-outpaces-supply-122103986.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T12:21:03+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle stock trims gains as AI cloud demand outpaces supply What happened: Oracle (ORCL) trimmed gains after popping more than 2% on Friday.", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.2, "sentiment_pct": 71, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.017107, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.708, "provider_symbols": ["OPAI.PVT", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 46, "published_display": "11 Sep 2026 12:21", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/888c9a5c-0896-36f0-8645-591d76aed185/oracle%2C-adobe%2C-copart%2C-rh%2C.html", "tier": "direct", "title": "Oracle, Adobe, Copart, RH, Chevron, and More Stocks That Explain Today\u2019s Market", "topics": ["Earnings", "Software", "Tech"], "summary": "Shares of Oracle rise after the software giant\u2019s first-quarter results help ease some concerns about its reliance on OpenAI. Continue Reading", "age_days": 6.1, "is_stale": false, "provider": "archive", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "9a6fde9d44660232fe233744c9e9dd5f54b5757624afebfdffcf6aad81cf4d97", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/888c9a5c-0896-36f0-8645-591d76aed185/oracle%2C-adobe%2C-copart%2C-rh%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T11:21:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle, Adobe, Copart, RH, Chevron, and More Stocks That Explain Today\u2019s Market Shares of Oracle rise after the software giant\u2019s first-quarter results help ease some concerns about its reliance on OpenAI.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 42.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.032328, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["ADBE.US", "CL.COMM", "CPRT.US", "CVX.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 11:21", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-corp-orcl-q1-2027-090101356.html", "tier": "direct", "title": "Oracle Corp (ORCL) (Q1 2027) Earnings Call Highlights: Record Revenue, 121% Cloud ...", "topics": ["AI", "Capex", "Cloud", "Earnings", "Free Cash Flow", "Operating Income"], "summary": "This article first appeared on GuruFocus. Total Revenue: Record $19.3 billion, up 30% year-over-year; first time Q1 revenue grew sequentially. Cloud Infrastructure Revenue: $7.4 billion, up 121% year-over-year. Cloud Apps Revenue: Up 10% year-over-year; Fusion up 14%; industry applications grew over 20%. Non-GAAP Operating Income: $8.2 billion, up 31% year-over-year. Non-GAAP Operating Margin: Approximately flat at 42%. Non-GAAP EPS: $1.92, up 30% year-over-year. Remaining Performance Obligations (RPO): Increased $26 billion from Q4; ~half expected to convert to sales over next 36 months. Cash", "age_days": 6.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "2d26eab62d75b5569dfcc6b7759ba54ca75df325a23ca070439c82b309ed13f0", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-corp-orcl-q1-2027-090101356.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T09:01:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Corp (ORCL) (Q1 2027) Earnings Call Highlights: Record Revenue, 121% Cloud ...", "tone_signals": ["Operating growth", "Improving financial comparison"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 42.3, "sentiment_pct": 79, "evidence_basis": "archived_article", "evidence_share": 2.7, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.13131, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 85, "model_confidence": 0.802, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 64, "published_display": "11 Sep 2026 09:01", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.7", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-shares-jump-pre-bell-082436979.html", "tier": "direct", "title": "Update: Oracle Shares Jump Pre-Bell After Fiscal Q1 Adjusted Earnings, Revenue Beat; Lifts Fiscal 2027 Guidance", "topics": [], "summary": "(Updates with the stock move in the headline and the first paragraph.) Oracle (ORCL) shares were PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "97a44e5c9ae8a11565f7f95d19bbc9eca5bd597c4dd4c6b67a795ebae0edef7f", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-shares-jump-pre-bell-082436979.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-11T08:24:36+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Update: Oracle Shares Jump Pre-Bell After Fiscal Q1 Adjusted Earnings, Revenue Beat (Updates with the stock move in the headline and the first paragraph.) Oracle (ORCL) shares were PREMIUM Upgrade to read this MT Newswires article and get so much more.", "tone_signals": ["Beat expectations", "Positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 42.1, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.117431, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.745, "provider_symbols": ["FDS.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 67, "published_display": "11 Sep 2026 08:24", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://seekingalpha.com/news/4641886-oracle-forecasts-at-least-90b-fy2027-revenue-as-q2-guidance-calls-for-30-percentminus-34?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle forecasts at least $90B FY2027 revenue as Q2 guidance calls for 30%-34% growth", "topics": ["AI", "Capex", "Cloud", "Earnings", "Free Cash Flow", "Guidance"], "summary": "Earnings Call Insights: Oracle (ORCL) Q1 FY2027 MANAGEMENT VIEW * \u201cQ1 was another record quarter, driven by strength in both our cloud infrastructure and cloud apps businesses.\u201d (Chief Financial Officer Hilary Maxson) * \u201cFor the first time, Q1 total revenue grew sequentially, an important sign of our continued progress in building scaled infrastructure.\u201d (Chief Financial Officer Maxson) * \u201cAt AI World in October, we will unveil a new agentic AI accelerator poised to redefine how customers deploy Oracle applications faster, simpler and at a dramatically lower cost.\u201d (Chief Executive Officer Mik", "age_days": 6.6, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "bfc62726de9b7ea956a9c74a51297448d749642aa2e6767826e4616da1d5741d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4641886-oracle-forecasts-at-least-90b-fy2027-revenue-as-q2-guidance-calls-for-30-percentminus-34?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-11T00:17:49+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Oracle forecasts at least $90B FY2027 revenue as Q2 guidance calls for 30%-34% growth Earnings Call Insights: Oracle (ORCL) Q1 FY2027 MANAGEMENT VIEW * \u201cQ1 was another record quarter, driven by strength in both our cloud infrastructure and cloud apps businesses.\u201d (Chief Financial Officer Hilary Maxson) * \u201cFor the first time, Q1 total revenue grew sequentially, an important sign of our continued progress in building scaled infrastructure.\u201d (Chief Financial Officer Maxson) * \u201cAt AI World in October, we will unveil a new agentic AI accelerator poised to redefine how customers deploy Oracle applications faster, simpler and at a dramatically lower cost.\u201d (Chief Executive Officer Mik", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 40.2, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.049602, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.532, "provider_symbols": ["ADBE.US", "ORAC:CA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "11 Sep 2026 00:17", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-beats-q1-earnings-212001843.html", "tier": "direct", "title": "Oracle (ORCL) Beats Q1 Earnings and Revenue Estimates", "topics": ["Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise", "Estimate Revisions"], "summary": "Oracle (ORCL) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.35%. A quarter ago, it was expected that this software maker would post earnings of $1.96 per share when it actually produced earnings of $2.11, delivering a surprise of +7.65%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Oracle, which belongs to the Zacks Co", "age_days": 6.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "db2ea9bd7a8ec08a9c6e42faa3fb79e4bc02e21fa1708ceea266ab5d77636636", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-beats-q1-earnings-212001843.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T21:20:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Beats Q1 Earnings and Revenue Estimates Oracle (ORCL) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.74 per share. Oracle, which belongs to the Zacks Co", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 39.5, "sentiment_pct": 80, "evidence_basis": "archived_article", "evidence_share": 2.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.1009, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.795492, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.701, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE", "PRGS.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 63, "published_display": "10 Sep 2026 21:20", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/articles/oracle-tops-first-quarter-expectations-210351667.html", "tier": "direct", "title": "Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles", "topics": ["Cloud", "Earnings"], "summary": "Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 6.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "8973e788f04ce53d5af27b920f3cd372f26fd8ae3acc8dd00c99ca0ea0879185", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/oracle-tops-first-quarter-expectations-210351667.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T21:03:51+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Tops First-Quarter Expectations as Cloud Infrastructure Revenue More Than Doubles Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu PREMIUM Upgrade to read this MT Newswires article and get so much more.", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 39.5, "sentiment_pct": 82, "evidence_basis": "archived_article", "evidence_share": 2.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.108283, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.741, "provider_symbols": ["FDS.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 66, "published_display": "10 Sep 2026 21:03", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/a0356ba6-df2e-34e0-af35-ea215fed71d1/oracle-stock-rises-after.html", "tier": "direct", "title": "Oracle Stock Rises After Solid Earnings", "topics": ["Cloud Infrastructure", "Earnings", "Earnings Per Share"], "summary": "Adjusted earnings per share were $1.92, up from $1.47 last year, and ahead of Wall Street projections of $1.74. Beyond the headline results, the most important number was revenue from the company\u2019s cloud infrastructure segment, which rents out AI servers over the internet. Cloud infrastructure sales rose 121% from last year to $7.4 billion, beating expectations. Continue Reading", "age_days": 6.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "2d15f8c9766fdb69553576693e993c44fa3aa40647bc14770c7506045edd029a", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/a0356ba6-df2e-34e0-af35-ea215fed71d1/oracle-stock-rises-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T20:54:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Rises After Solid Earnings", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 39.4, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.069063, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.637, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 44, "published_display": "10 Sep 2026 20:54", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.4", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/articles/oracle-posts-cloud-sales-top-201512207.html", "tier": "direct", "title": "Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand", "topics": ["AI", "Cloud Computing", "Data Centers", "Earnings", "Financial Results"], "summary": "(Bloomberg) -- Oracle Corp. reported growth in its cloud computing business that topped analysts' estimates, suggesting the company's large AI data center projects are helping boost its financial results. Most Read from Bloomberg Apple to Unveil $2,000 Foldable iPhone Duo at High-Stakes Event Trump's $5,000 Payout Promise Underscores GOP Midterm Peril Bessent Dares Traders to Bet Against Yen: 'I Am the House Now' Apple's $2,000-Plus Foldable iPhone Was a Decade in the Making Bessent Says Trump May Speed Deficit Cut Plans if Democrats Win Sales in the closely watched cloud infrastructure busine", "age_days": 6.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0994f6d24aabe9157c8918639fe13f535ec195554bc37d0aa50ff5ae2a93d874", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/oracle-posts-cloud-sales-top-201512207.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T20:15:12+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand (Bloomberg) -- Oracle Corp.", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 39.3, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 2.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.118075, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.732, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 67, "published_display": "10 Sep 2026 20:15", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "2.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-drops-over-2-ai-184858425.html", "tier": "direct", "title": "Oracle Drops Over 2% as Its AI Debt Starts Breaking Bond Math", "topics": ["AI", "Bonds", "Cloud Computing", "Debt", "Earnings"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure giant, slid approximately 2.2% to $158.19 Thursday before its scheduled after-hours results. The stock's retreat put a spotlight on a much bigger question: how much debt can the AI boom absorb? U.S. hyperscalers have issued roughly $220 billion of debt over the past year. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Reuters Open Interest highlighted an unusual gap between two Oracle ", "age_days": 6.8, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "negative", "story_key": "b86947bc0f55ad7a230e616f94557885349a6c0d4bb3a7ce49135c8621d969e0", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-drops-over-2-ai-184858425.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T18:48:58+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Drops Over 2% as Its AI Debt Starts Breaking Bond Math Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure giant, slid approximately 2.2% to $158.19 Thursday before its scheduled after-hours results.", "tone_signals": ["Large negative market reaction", "Negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 39.0, "sentiment_pct": 37, "evidence_basis": "archived_article", "evidence_share": 1.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.058675, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.687, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 43, "published_display": "10 Sep 2026 18:48", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "1.2", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1359}, {"url": "https://finance.yahoo.com/markets/options/articles/traders-paying-more-bet-oracle-155036836.html", "tier": "direct", "title": "Traders Are Paying More to Bet on Oracle Than to Protect Against It. Here\u2019s Why That Is Backwards", "topics": ["Balance Sheet", "Cloud Infrastructure", "Debt Equity", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Quick Read Oracle calls trade richer than puts, which is a rare inversion, on a stock down 32% over twelve months with negative $24 billion in free cash flow. Microsoft and Amazon fund capacity buildouts from operating cash flow, while Oracle plans to raise $40 billion in new debt and equity to cover capex. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Options traders usual", "age_days": 6.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "bd8b0995ee4fe87fc59be80a005a10698c2fb0ae242001d5bad054a35e2381d1", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/options/articles/traders-paying-more-bet-oracle-155036836.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T15:50:36+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Traders Are Paying More to Bet on Oracle Than to Protect Against It. Quick Read Oracle calls trade richer than puts, which is a rare inversion, on a stock down 32% over twelve months with negative $24 billion in free cash flow. Microsoft and Amazon fund capacity buildouts from operating cash flow, while Oracle plans to raise $40 billion in new debt and equity to cover capex.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 38.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.031194, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.432, "provider_symbols": ["AMZN.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "10 Sep 2026 15:50", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-set-report-street-weighs-152000440.html", "tier": "direct", "title": "Oracle set to report as Street weighs capex risk against cloud growth", "topics": ["Capital Expenditures", "Cloud Infrastructure", "Credit Ratings", "Data Centers", "Earnings", "Fourth Quarter"], "summary": "Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling infrastructure-as-a-service growth of 116% year-over-year and total revenue growth of 28%, up from 21% in the fourth quarter of fiscal 2026. The bank said it is focused on three areas heading into the report: the pace of data center capacity deployment and remaining performance obligation conversion to revenue, c", "age_days": 6.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "76b99d9c5dbd6e66a1780907209e86bfd397efdc0e4937390a468d77a98143a9", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-set-report-street-weighs-152000440.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-10T15:20:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle set to report as Street weighs capex risk against cloud growth Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth.", "tone_signals": ["Improving financial comparison", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 38.2, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.061299, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.637, "provider_symbols": ["BAC.US", "ORC.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 43, "published_display": "10 Sep 2026 15:20", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/could-hewlett-packard-hpe-oracle-210310479.html", "tier": "direct", "title": "Could Hewlett Packard (HPE)\u2019s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?", "topics": ["AI", "Cloud", "Earnings", "Earnings Growth", "Free Cash Flow", "Networking"], "summary": "Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle's global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE's routing and switching platforms to support OCI's expanding gigawatt-scale GPU superclusters. To align long-term incentives, HPE issued stock warrants to Oracle. Following the announcement, Wall Street delivered fast price target hikes: Barclays' Tim Long raised", "age_days": 7.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "386f9a4f98c30a2817a932ec15713fe35d222688dc86996c7d6b5124d738ceb5", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/could-hewlett-packard-hpe-oracle-210310479.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T21:03:10+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Could Hewlett Packard (HPE)\u2019s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine? Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle's global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. To align long-term incentives, HPE issued stock warrants to Oracle.", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 34.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.034075, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.526, "provider_symbols": ["H1PE34.SA", "HPE.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 21:03", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-adobe-earnings-ahead-software-192100897.html", "tier": "direct", "title": "Oracle & Adobe Earnings Ahead: Which Software Giant Has More AI Upside?", "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings", "Quarterly Results", "Revenue Growth", "Software"], "summary": "Oracle ORCL) and Adobe ADBE) are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10. More importantly, both companies have become prominent ways for investors to gain exposure to the artificial intelligence boom, although from very different angles. Oracle is benefiting from explosive demand for AI-related cloud infrastructure, while Adobe is embedding generative and agentic AI throughout its industry-leading creative, document, and marketing platforms. With earnin", "age_days": 7.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0ab21fc47c26d7fa5502437895e42739fc0ae7a47186d690cd9a2dad545815e2", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-adobe-earnings-ahead-software-192100897.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T19:21:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle & Adobe Earnings Ahead: Which Software Giant Has More AI Upside? Oracle ORCL) and Adobe ADBE) are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10. Oracle is benefiting from explosive demand for AI-related cloud infrastructure, while Adobe is embedding generative and agentic AI throughout its industry-leading creative, document, and marketing platforms.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 34.0, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.038945, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.481, "provider_symbols": ["ADBE.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 39, "published_display": "09 Sep 2026 19:21", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.8", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/options/articles/options-traders-betting-oracle-another-184352398.html", "tier": "direct", "title": "Options Traders Are Betting Oracle Has Another Move Left", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Options Trading"], "summary": "This article first appeared on GuruFocus. Enterprise software and cloud infrastructure company Oracle Corp. (ORCL, Financials) is set to report earnings with options traders looking for a big move.The corporation reports fiscal first-quarter data Thursday after the close of the market. Shares closed Tuesday at $162.52, up 2.4%. Options activity indicates traders don't expect a quiet reaction.Call purchasing has driven the bullish bias with special focus on the $175 strike. That would be nearly an 8% premium to Tuesday's closing price for Oracle. The enthusiasm comes as Oracle's cloud infrastru", "age_days": 7.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3ecec385d25870f351fb16c1304bfc02430e542b8913134a40bd51168124c452", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/options/articles/options-traders-betting-oracle-another-184352398.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T18:43:52+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Options Traders Are Betting Oracle Has Another Move Left Enterprise software and cloud infrastructure company Oracle Corp. That would be nearly an 8% premium to Tuesday's closing price for Oracle. The enthusiasm comes as Oracle's cloud infrastru", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 33.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.031381, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.45, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 18:43", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-disruptive-nature-very-compelling-164946016.html", "tier": "direct", "title": "Oracle\u2019s Disruptive Nature is Very Compelling", "topics": ["AI Infrastructure", "Cloud Computing", "Debt", "Dividends", "Earnings", "Revenue Growth"], "summary": "Quick Read Oracle's $638 billion contract backlog, up 363% year over year, validates its pitch as the lowest-cost AI infrastructure provider with IaaS revenue growth hitting 93% in Q4. Oracle embeds 72 datacenters inside AWS, Azure, and Google clouds, driving 404% Multicloud AI Database growth and winning AI spending regardless of which hyperscaler customers choose. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and s", "age_days": 7.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "d85bcd766e0a18ae5376cc2e86e4acb418c8780c4fc4f16a882be2a8a15a673c", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-disruptive-nature-very-compelling-164946016.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T16:49:46+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle\u2019s Disruptive Nature is Very Compelling Quick Read Oracle's $638 billion contract backlog, up 363% year over year, validates its pitch as the lowest-cost AI infrastructure provider with IaaS revenue growth hitting 93% in Q4. Oracle embeds 72 datacenters inside AWS, Azure, and Google clouds, driving 404% Multicloud AI Database growth and winning AI spending regardless of which hyperscaler customers choose.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 33.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.9, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.042014, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.551, "provider_symbols": ["AMZN.US", "GCP.US", "GOOG.US", "GOOGL.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 37, "published_display": "09 Sep 2026 16:49", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.9", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/amazon-oracle-extremely-anxious-upcoming-153726832.html", "tier": "direct", "title": "Amazon and Oracle Are Extremely Anxious About The Upcoming Fed Meeting", "topics": ["Balance Sheet", "Capex", "Cloud Computing", "Earnings", "Fed", "Free Cash Flow"], "summary": "Quick Read Oracle's OCI grew 93% and Amazon's AWS grew 37%, but both ORCL and AMZN now run negative free cash flow as AI datacenter capex explodes. Oracle must raise $40 billion in new debt into a 4.78% 10-year Treasury environment, making a Fed dovish pivot critical to avoid heavy shareholder dilution. Amazon's 39.4% AWS margins and diversified retail cash flows make it the safer AI cloud bet if rates stay elevated longer. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names", "age_days": 7.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "4bb5a9010ac6a26bbea40d05e52e2c1d417b4f7a22249a22ec543f4dbbcb0ace", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amazon-oracle-extremely-anxious-upcoming-153726832.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T15:37:26+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Amazon and Oracle Are Extremely Anxious About The Upcoming Fed Meeting Quick Read Oracle's OCI grew 93% and Amazon's AWS grew 37%, but both ORCL and AMZN now run negative free cash flow as AI datacenter capex explodes. Oracle must raise $40 billion in new debt into a 4.78% 10-year Treasury environment, making a Fed dovish pivot critical to avoid heavy shareholder dilution.", "tone_signals": ["Improving financial comparison", "Dilution risk"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 45.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.05249, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.531, "provider_symbols": ["AMZN.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 15:37", "direction_included": false, "sentiment_conflict": 0.63, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-wall-street-sees-150052759.html", "tier": "direct", "title": "Oracle Stock: Wall Street Sees Massive Upside. Here\u2019s My Price Target", "topics": ["Cloud Computing", "Earnings", "Price Target"], "summary": "Quick Read ORCL earns a high-conviction BUY at a $219 price target, with its $638 billion backlog up 363% driving the 35% upside case. ORCL's forward P/E of 21 looks cheap against MSFT's 27 and AMZN's 36, even as OCI growth of 93% outpaces both clouds. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) has become one of the most talked-about names in the AI in", "age_days": 8.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "aeb8c81edc8e1d6d391539b7084081b5e0ec463e71dd1ab6dc0d0e274cea219d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-wall-street-sees-150052759.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T15:00:52+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock: Wall Street Sees Massive Upside. Oracle (NYSE:ORCL) has become one of the most talked-about names in the AI in", "tone_signals": ["Positive analyst conviction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 33.2, "sentiment_pct": 66, "evidence_basis": "archived_article", "evidence_share": 1.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.054485, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.59, "provider_symbols": ["AMZN.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 47, "published_display": "09 Sep 2026 15:00", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-141400515.html", "tier": "direct", "title": "Zacks Investment Ideas feature highlights: Oracle", "topics": ["AI", "Cloud", "Cloud Computing", "Credit Rating", "Debt Financing", "Earnings"], "summary": "For Immediate Release Chicago, IL \u2013 September 9, 2026 \u2013 Today, Zacks Investment Ideas feature highlights Oracle ORCL. Oracle's $638B Backlog Meets Its Balance Sheet Thursday There is no company in technology where the gap between operating momentum and share price is wider thanOracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly $638 billion \u2014 a backlog that grew 363% last year and now dwarfs the company's entire $67.4 billion of annual revenue. Cloud infrastructure revenue grew 93% last q", "age_days": 8.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "b0692f9312232845d60437f388bb7906a2fb072b6b4dbc9a395947ec0618eda2", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-investment-ideas-feature-highlights-141400515.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T14:14:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Zacks Investment Ideas feature highlights: Oracle For Immediate Release Chicago, IL \u2013 September 9, 2026 \u2013 Today, Zacks Investment Ideas feature highlights Oracle ORCL. Oracle's $638B Backlog Meets Its Balance Sheet Thursday There is no company in technology where the gap between operating momentum and share price is wider thanOracle.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 45.3, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.059911, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.532, "provider_symbols": ["ADBE.US", "GSPC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 14:14", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://seekingalpha.com/news/4641168-oracle-earnings-options-traders-eye-175-strike-on-heavy-call-bias?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle earnings: Options traders eye $175 strike on heavy call bias", "topics": ["Earnings", "Earnings Report", "Earnings Surprise", "Options Trading", "Price Target"], "summary": "[Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle Corporation (ORCL [https://seekingalpha.com/symbol/ORCL]) is set to release its fiscal Q1 earnings report on Thursday after the market closes, and options traders are positioning for a double-digit post-earnings price swing. Shares of the software giant closed Tuesday's session at $162.52, climbing 2.4%, as market participants solidified their bets ahead of the release. Based on the at-the-money straddle pricing for the Sept. 11 expiration [https://seekingalpha.com/symbol/ORCL/options], the market is implying a post-e", "age_days": 8.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "ea21fc1276b1275169803383c283dd62610decc70db8189d3ead2ee56648fbb7", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4641168-oracle-earnings-options-traders-eye-175-strike-on-heavy-call-bias?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-09-09T12:44:51+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Oracle earnings: Options traders eye $175 strike on heavy call bias [Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Oracle Corporation (ORCL [https://seekingalpha.com/symbol/ORCL]) is set to release its fiscal Q1 earnings report on Thursday after the market closes, and options traders are positioning for a double-digit post-earnings price swing.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 32.8, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.044798, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.532, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "09 Sep 2026 12:44", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-earnings-report-reveal-120515420.html", "tier": "direct", "title": "Oracle or Adobe: Which Earnings Report Will Reveal the True Growth Story?", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Dividends", "Earnings", "Free Cash Flow"], "summary": "Quick Read Oracle's cloud infrastructure revenue surged 93% year over year with remaining performance obligations up 363% to $638 billion, dwarfing Adobe's steady 13% growth. Oracle's negative $23.69 billion free cash flow and $40 billion in planned FY2027 financing make it a leveraged AI capex bet, not a retirement anchor. Adobe wins the retirement portfolio verdict despite paying no dividend, backed by $10 billion in operating cash flow and a fortress balance sheet. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't ma", "age_days": 8.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0260c847874300146270925b7395f76fdf6b88a31b8de526085348c46bc3f5f3", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-earnings-report-reveal-120515420.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T12:05:15+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle or Adobe: Which Earnings Report Will Reveal the True Growth Story? Quick Read Oracle's cloud infrastructure revenue surged 93% year over year with remaining performance obligations up 363% to $638 billion, dwarfing Adobe's steady 13% growth. Oracle's negative $23.69 billion free cash flow and $40 billion in planned FY2027 financing make it a leveraged AI capex bet, not a retirement anchor.", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 32.6, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 1.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.049097, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.627, "provider_symbols": ["ADBE.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 40, "published_display": "09 Sep 2026 12:05", "direction_included": true, "sentiment_conflict": 0.165, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/energy/articles/bloom-energy-delivered-power-oracle-100500731.html", "tier": "direct", "title": "Bloom Energy Delivered Power to an Oracle Data Center in 55 Days. Here's Why That Number Matters More Than the Revenue Beat.", "topics": ["AI Infrastructure", "Data Centers", "Earnings", "Energy", "Fuel Cells", "Share Price"], "summary": "The largest bottleneck for the artificial intelligence (AI) infrastructure build-out is electricity. That is according to industry leaders, such as Elon Musk, who plans to invest tens of billions in AI data centers at Space Exploration Technologies. Bloom Energy (NYSE: BE) has been a huge winner during this electricity supply crunch, with its fuel-cell power solution utilized by data centers. It all comes down to the fact that Bloom Energy can bring power quickly to a data center, and in fact, it delivered power to an Oracle data center in just 55 days this year. Missed Nvidia in 2009? This Ra", "age_days": 8.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "64587b040a2a87fbe46912a5f9019d1ef7d707b6a182bb80ec2e77acc981c2b9", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/energy/articles/bloom-energy-delivered-power-oracle-100500731.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T10:05:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Bloom Energy Delivered Power to an Oracle Data Center in 55 Days. It all comes down to the fact that Bloom Energy can bring power quickly to a data center, and in fact, it delivered power to an Oracle data center in just 55 days this year.", "tone_signals": ["Beat expectations"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 32.3, "sentiment_pct": 75, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.063832, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.596, "provider_symbols": ["BE.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE", "SPCX.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 56, "published_display": "09 Sep 2026 10:05", "direction_included": true, "sentiment_conflict": 0.07, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-report-earnings-tomorrow-035118831.html", "tier": "direct", "title": "Oracle (ORCL) To Report Earnings Tomorrow: Here Is What To Expect", "topics": ["Earnings", "Guidance", "Revenue Estimates", "Revenue Growth", "Software"], "summary": "Enterprise software giant Oracle (NYSE:ORCL) will be reporting results this Thursday after the bell. Here's what investors should know. Oracle met analysts' revenue expectations last quarter, reporting revenues of $19.18 billion, up 20.6% year on year. It was a strong quarter for the company, with a solid beat of analysts' billings estimates and full-year guidance of accelerating revenue growth. Is Oracle a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting Oracle's revenue to grow 27.9% year on year, improving", "age_days": 8.4, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "1f133896a85ebb2c8ecd8f43118174f166363c9367f88d531b4a8284b55635f6", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-report-earnings-tomorrow-035118831.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-09T03:51:18+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) To Report Earnings Tomorrow: Here Is What To Expect Enterprise software giant Oracle (NYSE:ORCL) will be reporting results this Thursday after the bell. Oracle met analysts' revenue expectations last quarter, reporting revenues of $19.18 billion, up 20.6% year on year. Is Oracle a buy or sell going into earnings? This quarter, the market is expecting Oracle's revenue to grow 27.9% year on year, improving", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 31.1, "sentiment_pct": 65, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.061492, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.662, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 46, "published_display": "09 Sep 2026 03:51", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-did-oracle-stock-pop-161042041.html", "tier": "direct", "title": "Why Did Oracle Stock Pop Today?", "topics": ["Artificial Intelligence", "Earnings", "Earnings Report", "Price Target", "Tech"], "summary": "Oracle (NYSE: ORCL) stock jumped 3.4% through 11:30 a.m. ET this morning after not one, not two, but three separate analysts chimed in with endorsements of the tech stock ahead of its upcoming fiscal Q1 2027 earnings report, due to come out after close of trading on Thursday, Sept. 10. In quick succession, first Oppenheimer analyst Brian Schwartz estimated Oracle stock is worth $275 a share, then Mizuho analyst Siti Panigrahi said $320, followed by Guggenheim analyst John DiFucci setting a $400 price target. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" si", "age_days": 8.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "eb90d4f871b357cc12689ed6f37c64896e57b4f8d3299e566ab45dcbdd198a64", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-did-oracle-stock-pop-161042041.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T16:10:42+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Did Oracle Stock Pop Today? Oracle (NYSE: ORCL) stock jumped 3.4% through 11:30 a.m. In quick succession, first Oppenheimer analyst Brian Schwartz estimated Oracle stock is worth $275 a share, then Mizuho analyst Siti Panigrahi said $320, followed by Guggenheim analyst John DiFucci setting a $400 price target.", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.8, "sentiment_pct": 62, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.018847, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.722, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 38, "published_display": "08 Sep 2026 16:10", "direction_included": true, "sentiment_conflict": 0.173, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/video/what-investors-really-need-to-see-from-oracle-earnings-this-week-150710768.html", "tier": "direct", "title": "What investors 'really' need to see from Oracle earnings this week", "topics": ["Debt Issuance", "Earnings", "Quarterly Earnings", "Tech", "Technology"], "summary": "Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective. View Comments", "age_days": 9.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "7a40423cab4a7969f9ba0f0d38d5d00fad9885b64ff0a2a1f73098de100cc6a4", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/video/what-investors-really-need-to-see-from-oracle-earnings-this-week-150710768.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T15:07:10+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "What investors 'really' need to see from Oracle earnings this week Oracle (ORCL) is reporting quarterly earnings results on Thursday.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.021798, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["1GOOGL.MI", "ABEA.F", "ABEC.F", "AMZ.DU", "AMZ.F", "AMZ.HM", "AMZ.MU", "AMZN.US", "AMZO34.SA", "GOGL34.SA", "GOGL35.SA", "GOOG.US", "GOOGL.US", "MSFT.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 15:07", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/prediction-oracles-638-billion-cloud-145000850.html", "tier": "direct", "title": "Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Growth", "Earnings Per Share", "Earnings Report"], "summary": "The past year has been a forgettable one for Oracle (NYSE: ORCL) investors, as shares of the cloud computing infrastructure provider have slipped 32% over this period. The tech-laden Nasdaq Composite index, meanwhile, has gained 22% over the past year. Oracle's poor returns during this period can be attributed to its rising debt and dwindling free cash flow. The company is aggressively building artificial intelligence (AI) data centers to meet the tremendous demand for its cloud infrastructure, which runs AI workloads and database services. Missed Nvidia in 2009? This Rare Signal Is Flashing A", "age_days": 9.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "b90d8f5d7556e4ada2e7a2971facefdb3b64702a2be8c898107b1ed6dcf078b6", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/prediction-oracles-638-billion-cloud-145000850.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T14:50:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028 The past year has been a forgettable one for Oracle (NYSE: ORCL) investors, as shares of the cloud computing infrastructure provider have slipped 32% over this period. Oracle's poor returns during this period can be attributed to its rising debt and dwindling free cash flow.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 41.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.038462, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.431, "provider_symbols": ["IXIC.INDX", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 14:50", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-micron-alphabet-nvidia-132800804.html", "tier": "direct", "title": "Oracle, Adobe, Micron, Alphabet and Nvidia are part of Zacks Earnings Preview", "topics": ["Earnings", "Earnings Growth", "Energy", "Estimate Revisions", "Quarterly Results", "Revenue Estimates"], "summary": "For Immediate Release Chicago, IL \u2013 September 8, 2026 \u2013 Zacks.com releases the list of companies likely to issue earnings surprises. This week's list includes Oracle ORCL, Adobe ADBE, Micron MU, Alphabet GOOGL and Nvidia NVDA. Looking Ahead to Q3 Earnings Season: What to Expect S&P 500 profits have expanded for 12 straight quarters, showing powerful momentum that reaches far beyond Big Tech. That sets a strong backdrop for the start of Q3 earnings season, which begins Thursday, September 10th, with quarterly reports from Oracle and Adobe. The 2026 Q3 earnings for the S&P 500 index are expected", "age_days": 9.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "39b8991912b5528d9cb21decd12477cadd6af7cd73c42921658777d8fad7f1f6", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-adobe-micron-alphabet-nvidia-132800804.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:28:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle, Adobe, Micron, Alphabet and Nvidia are part of Zacks Earnings Preview This week's list includes Oracle ORCL, Adobe ADBE, Micron MU, Alphabet GOOGL and Nvidia NVDA. That sets a strong backdrop for the start of Q3 earnings season, which begins Thursday, September 10th, with quarterly reports from Oracle and Adobe.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.02429, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.45, "provider_symbols": ["1060.HK", "ADBE.US", "GOOG.US", "GOOGL.US", "MU.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 13:28", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-rallies-5-morgan-stanley-131627036.html", "tier": "direct", "title": "Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%", "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Release", "Earnings Report", "Free Cash Flow"], "summary": "Quick Read Morgan Stanley's Oracle price target raise sent ORCL up 5% and lifted CRWV 2%, even as Oracle remains down 14% year to date. Snowflake sits out Tuesday's AI cloud rally despite Q2 FY2027 revenue rising 35% YoY to $1.55 billion, while SPY slips 0.2%. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. AI cloud infrastructure names are moving higher Tuesday morning after", "age_days": 9.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "8292ed6ddac601fd351d43ac18a8b23fd16c1b09c6257a55bf3461b605cd0bb3", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-rallies-5-morgan-stanley-131627036.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:16:27+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3% Quick Read Morgan Stanley's Oracle price target raise sent ORCL up 5% and lifted CRWV 2%, even as Oracle remains down 14% year to date.", "tone_signals": ["Analyst upgrade", "Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.6, "sentiment_pct": 83, "evidence_basis": "archived_article", "evidence_share": 1.9, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.089803, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.84, "provider_symbols": ["CRWV.US", "GSPC.INDX", "MS.US", "ORCL.US", "ORCL01.ARCHIVE", "SNOW.US", "SPY.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 65, "published_display": "08 Sep 2026 13:16", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.9", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/mizuho-sees-oracle-320-ai-130138247.html", "tier": "direct", "title": "Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Earnings Report", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has spent billions of dollars attempting to keep up with the top cloud providers. Mizuho says investors are about to get the pay-off. The brokerage maintained its Outperform rating and $320 price target ahead of Oracle's fiscal first-quarter earnings on Sept. 10. The answer is capacity. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Mizuho estimates that around 1 gigawatt of new Oracle Cloud Infrastructure capacity will b", "age_days": 9.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "d625ddd0548806d16643762e23dca488f1a7a98f141e5d0745400fc564421716", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/mizuho-sees-oracle-320-ai-130138247.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T13:01:38+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps Oracle Corp.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.026492, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.451, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 13:01", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-low-cost-cloud-124744840.html", "tier": "direct", "title": "Why Oracle\u2019s Low-Cost Cloud Changes Everything", "topics": ["AI", "Cloud Infrastructure", "Dividends", "Earnings", "Multicloud", "Shareholder"], "summary": "Quick Read Oracle Cloud Infrastructure revenue surged 93% to $5.8 billion in Q4, with GPU utilization at 97.5% and $638 billion in contracted backlog. Oracle embeds inside Amazon, Google, and Microsoft clouds via 72 Multicloud datacenters, with Multicloud revenue up 404% year-over-year in Q4. Despite heavy liabilities, operating cash flow grew 54% to $32 billion in FY2026, with most capital already pre-sold through contracted obligations. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email t", "age_days": 9.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "88a7db9359345aab7e51bc31ae2e0bd6cdfe1a1822a0d18dffd9152d4d36baa3", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-low-cost-cloud-124744840.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T12:47:44+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle\u2019s Low-Cost Cloud Changes Everything Quick Read Oracle Cloud Infrastructure revenue surged 93% to $5.8 billion in Q4, with GPU utilization at 97.5% and $638 billion in contracted backlog. Oracle embeds inside Amazon, Google, and Microsoft clouds via 72 Multicloud datacenters, with Multicloud revenue up 404% year-over-year in Q4.", "tone_signals": ["Large positive market reaction", "Improving financial comparison", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.5, "sentiment_pct": 68, "evidence_basis": "archived_article", "evidence_share": 1.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.061509, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.745, "provider_symbols": ["AMZN.US", "GOOG.US", "GOOGL.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 49, "published_display": "08 Sep 2026 12:47", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/discount-hyperscaler-oracle-direct-threat-113554836.html", "tier": "direct", "title": "Discount Hyperscaler: Oracle\u2019s Direct Threat to AWS", "topics": ["AI Infrastructure", "Cloud Computing", "Earnings", "Free Cash Flow", "Operating Income", "Revenue Growth"], "summary": "Quick Read Oracle's cloud revenue surged 93% with a $638B backlog, while AWS posted $42B in revenue at a 39% operating margin. Oracle undercuts AWS by letting customers prepay and bring their own GPUs, but a $40B FY27 debt raise signals serious capital risk. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn't make the cut. Enter your email to see the names that beat AMZN. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) and Amazon (NASDAQ:AMZN) both closed fresh quarters ", "age_days": 9.1, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "positive", "story_key": "450531bfc8d90e614547c3ad8d3cf66e46e935096198a8100f727ed2e74d4992", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/discount-hyperscaler-oracle-direct-threat-113554836.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T11:35:54+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Discount Hyperscaler: Oracle\u2019s Direct Threat to AWS Quick Read Oracle's cloud revenue surged 93% with a $638B backlog, while AWS posted $42B in revenue at a 39% operating margin. Oracle undercuts AWS by letting customers prepay and bring their own GPUs, but a $40B FY27 debt raise signals serious capital risk. Oracle (NYSE:ORCL) and Amazon (NASDAQ:AMZN) both closed fresh quarters", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.3, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.8, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.038742, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 69, "model_confidence": 0.661, "provider_symbols": ["AMZN.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 42, "published_display": "08 Sep 2026 11:35", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0.8", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.171}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-keeps-falling-while-113456535.html", "tier": "direct", "title": "Oracle Stock Keeps Falling While Wall Street Holds Firm\u2014Who\u2019s Right?", "topics": ["AI", "Capital Expenditures", "Cloud Infrastructure", "Earnings", "Fourth Quarter", "Free Cash Flow"], "summary": "Quick Read Oracle (ORCL) trades 34% below Wall Street's $242 consensus target despite $638 billion in contracted backlog and 93% Cloud Infrastructure revenue growth. Oracle has derated harder than Microsoft, Amazon, and Alphabet over the past year despite leading the AI peer group in RPO growth rate. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) currently", "age_days": 9.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "1ff7fb821db6b58ac01dca8932834ba33de7fcb149883ea000702358bfa08dfb", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-keeps-falling-while-113456535.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-08T11:34:56+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Keeps Falling While Wall Street Holds Firm\u2014Who\u2019s Right? Quick Read Oracle (ORCL) trades 34% below Wall Street's $242 consensus target despite $638 billion in contracted backlog and 93% Cloud Infrastructure revenue growth. Oracle has derated harder than Microsoft, Amazon, and Alphabet over the past year despite leading the AI peer group in RPO growth rate. Oracle (NYSE:ORCL) currently", "tone_signals": ["Missed expectations", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.027871, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.522, "provider_symbols": ["AMZN.US", "GOOG.US", "IBM.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "08 Sep 2026 11:34", "direction_included": false, "sentiment_conflict": 0.709, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/options/articles/oracle-stock-flashes-stunning-signal-122129801.html", "tier": "direct", "title": "Oracle Stock Flashes Stunning Signal Before Earnings", "topics": ["AI", "Cash Flow", "Cloud Infrastructure", "Earnings", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) stock is flashing a stunning pre-earnings signal as options traders brace for an 11.2% move following its fiscal first-quarter report on September 10. At $157.62, the implied swing is about $17.65, creating a post-earnings range near $140 to $175. Options do not predict direction. They show the volatility priced into the event. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.ORCL GF Value chart Wall Street expects revenue of $19.13 billion, up nearly 28%,", "age_days": 10.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "4f70b1a3e1837c81592be012b3436fce4d91d971819afe601a126575572e51cf", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/options/articles/oracle-stock-flashes-stunning-signal-122129801.html", "source_name": "GuruFocus.com", "published_at": "2026-09-07T12:21:29+00:00", "source_names": ["GuruFocus.com"], "target_scope": "Oracle Stock Flashes Stunning Signal Before Earnings Oracle (NYSE:ORCL) stock is flashing a stunning pre-earnings signal as options traders brace for an 11.2% move following its fiscal first-quarter report on September 10.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 24.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.029315, "influence_label": "None", "provider_symbol": "ORC.DU", "relevance_score": 0.9, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.47, "provider_symbols": ["ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "07 Sep 2026 12:21", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/b2830da4-cac0-36ce-84cb-4e4f817ae151/oracle-has-fallen-nearly-20%25.html", "tier": "direct", "title": "Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It\u2019s Going to Double and Then Some", "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Report", "Free Cash Flow", "Growth Rate"], "summary": "Quick Read Oracle (ORCL) sits 52% below the $242 consensus target, while Guggenheim's John DiFucci holds a Street-high $400 Buy rating implying the stock more than doubles. Microsoft (MSFT) and Amazon (AMZN) both gained in 2026 with implied upside ranging from 15% to 27%, confirming Oracle's selloff is company-specific rather than a sector-wide rotation. A $638 billion RPO backlog, which is up 363% year over year, anchors the bull case despite Oracle burning through $24 billion in negative free cash flow. Just released. Our analysts combed the entire stock market and named the ten best stocks ", "age_days": 10.1, "is_stale": false, "provider": "yfinance", "providers": ["archive", "yfinance"], "sentiment": "neutral", "story_key": "6011e0ae36bd544de255b007a0a19239b4bb26706e3a7957f872254653cbdbd1", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/b2830da4-cac0-36ce-84cb-4e4f817ae151/oracle-has-fallen-nearly-20%25.html", "source_name": "24/7 Wall St.", "published_at": "2026-09-07T11:25:46+00:00", "source_names": ["24/7 Wall St."], "target_scope": "Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It\u2019s Going to Double and Then Some Quick Read Oracle (ORCL) sits 52% below the $242 consensus target, while Guggenheim's John DiFucci holds a Street-high $400 Buy rating implying the stock more than doubles. Microsoft (MSFT) and Amazon (AMZN) both gained in 2026 with implied upside ranging from 15% to 27%, confirming Oracle's selloff is company-specific rather than a sector-wide rotation. A $638 billion RPO backlog, which is up 363% year over year, anchors the bull case despite Oracle burning through $24 billion in negative free cash flow.", "tone_signals": ["Missed expectations", "Buy Rating"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 9.7, "sentiment_pct": 48, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00749, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.573, "provider_symbols": ["AMZN", "AMZN.US", "GOOG", "GOOG.US", "GOOGL.US", "MSFT", "MSFT.US", "ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "07 Sep 2026 11:25", "direction_included": false, "sentiment_conflict": 0.692, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.BK", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-putting-hpe-juniper-gear-083309249.html", "tier": "direct", "title": "Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?", "topics": ["AI", "Cloud Infrastructure", "Hedge Funds", "Networking", "Supply Chain"], "summary": "Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), making the arrangement strategically important without turning every possible deployment into booked revenue.Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid fo", "age_days": 10.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "9687164232b0ad1b53b5bba9c120267eccc455562594e9fe92721ca8ef286976", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-putting-hpe-juniper-gear-083309249.html", "source_name": "Insider Monkey", "published_at": "2026-09-07T08:33:09+00:00", "source_names": ["Insider Monkey"], "target_scope": "Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), making the arrangement strategically important without turning every possible deployment into booked revenue.Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 24.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.019931, "influence_label": "None", "provider_symbol": "ORC.MU", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.4, "provider_symbols": ["HPE", "HPE.US", "NVDA.US", "ORC.F", "ORCL", "ORCL-PD", "ORCL.MX", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK", "ORCL34.SA", "PTX.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "07 Sep 2026 08:33", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/battered-oracle-may-poised-rally-040100093.html", "tier": "direct", "title": "Battered Oracle May Be Poised for Rally as Investors Renew Software Bets", "topics": ["AI", "Cloud", "Credit Rating", "Debt", "Earnings", "Earnings Release"], "summary": "Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Shares in Oracle have tumbled 18.5% this year and, in July, ratings agency S&P Global downgraded the company's credit rating to one notch above junk status. Oracle has been dogged by broader concerns about the software sector, as well as the debt pile it's amassing in pursuit of becoming a major AI cloud hyperscaler alongside Microsoft, Amazon and Google. So, naturally, in advance of the company's upcoming earnings report on Thursday, some analysts see a golden buying opportuni", "age_days": 10.4, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0e3b1b5f6403bdb640307bd7fc3470b45cd41a9da3601dca5e2127cc6e6e5788", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/battered-oracle-may-poised-rally-040100093.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-07T04:01:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Battered Oracle May Be Poised for Rally as Investors Renew Software Bets Shares in Oracle have tumbled 18.5% this year and, in July, ratings agency S&P Global downgraded the company's credit rating to one notch above junk status. Oracle has been dogged by broader concerns about the software sector, as well as the debt pile it's amassing in pursuit of becoming a major AI cloud hyperscaler alongside Microsoft, Amazon and Google.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 35.7, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 1.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.047894, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.515, "provider_symbols": ["CRM.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 38, "published_display": "07 Sep 2026 04:01", "direction_included": true, "sentiment_conflict": 0.845, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/736d38bc-4861-37a5-bebd-9353ee16aa26/inflation%2C-apple%2C-adobe%2C.html", "tier": "direct", "title": "Inflation, Apple, Adobe, Oracle, Macy\u2019s, and More to Watch This Week", "topics": ["Earnings", "Inflation"], "summary": "The consumer price index release on Friday could be the most consequential economic data release in many years. Apple will hold an event, and we\u2019ll see earnings from Casey\u2019s General, Krogers, Academy Sports, and others. Continue Reading", "age_days": 10.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "7f94700cfd40519c8e6895f27acf6b4f6e3a4ae6dfe4f643301c3936701d3826", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/736d38bc-4861-37a5-bebd-9353ee16aa26/inflation%2C-apple%2C-adobe%2C.html", "source_name": "Barrons.com", "published_at": "2026-09-06T18:00:00+00:00", "source_names": ["Barrons.com"], "target_scope": "Inflation, Apple, Adobe, Oracle, Macy\u2019s, and More to Watch This Week", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 22.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.025043, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.4, "provider_symbols": ["AAPL", "AAPL.US", "ADBE", "ADBE.US", "GSPC.INDX", "M", "M.US", "ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK", "^GSPC", "^IXIC"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "06 Sep 2026 18:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/own-both-oracle-nuscale-different-101200827.html", "tier": "direct", "title": "I Own Both Oracle and NuScale for Different Reasons. Here's How They Fit Together.", "topics": ["Artificial Intelligence", "Cloud Infrastructure", "Data Centers", "Earnings Per Share", "Fourth Quarter", "Nuclear Energy"], "summary": "The four largest hyperscalers, Amazon, Alphabet, Microsoft, and Meta Platforms, will spend $725 billion in capital expenditures this year. UBS projects that over the three years from 2026 to 2028, hyperscalers could spend as much as $4.1 trillion on AI infrastructure. Oracle (NYSE: ORCL) and NuScale Power (NYSE: SMR) are two stocks I own that play different roles in the AI build-out. Compute and power are both valuable, scarce resources in this evolving AI world, and Oracle and NuScale Power could both benefit. Here's what investors need to know. Missed Nvidia in 2009? This Rare Signal Is Flas", "age_days": 11.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "60b6cc95ea5a3d00fbbd09159b1f7013d0a39561e707b5a35214e04148d358c7", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/own-both-oracle-nuscale-different-101200827.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-06T10:12:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "I Own Both Oracle and NuScale for Different Reasons. Oracle (NYSE: ORCL) and NuScale Power (NYSE: SMR) are two stocks I own that play different roles in the AI build-out. Compute and power are both valuable, scarce resources in this evolving AI world, and Oracle and NuScale Power could both benefit.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 21.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.018064, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.45, "provider_symbols": ["AMZN.US", "GOOG.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE", "SMR.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "06 Sep 2026 10:12", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/own-oracle-ai-boom-ptcs-212329139.html", "tier": "direct", "title": "Own Oracle For The AI Boom? PTC's Story Looks Cleaner", "topics": ["AI", "Balance Sheet", "Capital Expenditure", "Digital Transformation", "Guidance", "Share Price"], "summary": "Image by Pexels from Pixabay Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout. If you own Oracle (ORCL) or its smaller application software rival PTC, you likely hold it for the same reason: to get a piece of the corporate spending boom on AI and digital transformation. Both companies sell the critical software that runs modern business. But a sharp divergence in their recent performance and forward-looking statements raises a crucial question: for the same ", "age_days": 12.7, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "165d33a64d23f4da72e0285e7a837c7d0197876076404e3c39944e00144e8fe4", "event_type": "guidance", "tier_label": "Direct company coverage", "event_label": "Guidance", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/own-oracle-ai-boom-ptcs-212329139.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T21:23:29+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Own Oracle For The AI Boom? Image by Pexels from Pixabay Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout. If you own Oracle (ORCL) or its smaller application software rival PTC, you likely hold it for the same reason: to get a piece of the corporate spending boom on AI and digital transformation.", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 28.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.022262, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.451, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE", "PTC.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "04 Sep 2026 21:23", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.17}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-jumps-638-billion-backlog-193041398.html", "tier": "direct", "title": "Oracle Jumps Before Its $638 Billion Backlog Faces Reality", "topics": ["AI", "Cloud", "Earnings", "Earnings Report", "Free Cash Flow", "Infrastructure"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and cloud-infrastructure powerhouse, climbed approximately 2.3% to $157.62 Friday after locking in September 10 for its fiscal first-quarter earnings report. Wall Street now wants proof that Oracle's monster artificial-intelligence backlog can become monster revenue. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.Oracle Jumps Before Its $638 Billion Backlog Faces Reality\u00b7us.finance.gurufocus The demand is already there. Remaining performanc", "age_days": 12.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "128fb927e3cc215eb764c8208cf3101586b25427d51cb6158459c4d58b0f8421", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-jumps-638-billion-backlog-193041398.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T19:30:41+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Jumps Before Its $638 Billion Backlog Faces Reality Oracle (NYSE:ORCL), the database and cloud-infrastructure powerhouse, climbed approximately 2.3% to $157.62 Friday after locking in September 10 for its fiscal first-quarter earnings report. Wall Street now wants proof that Oracle's monster artificial-intelligence backlog can become monster revenue.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 17.0, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.016936, "influence_label": "None", "provider_symbol": "ORC.MU", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.47, "provider_symbols": ["ORC.HM", "ORC.MU", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 19:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracles-next-earnings-report-could-183334437.html", "tier": "direct", "title": "Oracle's Next Earnings Report Could Move the Stock 11%", "topics": ["AI", "Cloud Computing", "Earnings", "Free Cash Flow"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has been aggressive in building out its AI cloud business. Now investors want to see what that spending is delivering. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.Oracle's Next Earnings Report Could Move the Stock 11%\u00b7us.finance.gurufocus Oracle announces fiscal first-quarter results Sept. 10 and the options market is pricing in a move of around 11.2% in either direction. That's a tremendous swing for a corporation the size of Oracle. Str", "age_days": 12.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "d4a690c763b0d3ffdd7b4e335c9e0d7a21bb0c6dece8df33313834342511c2ee", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracles-next-earnings-report-could-183334437.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T18:33:34+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle's Next Earnings Report Could Move the Stock 11% Oracle Corp. That's a tremendous swing for a corporation the size of Oracle.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 16.9, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.018376, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.47, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 18:33", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-apos-successive-layoffs-generate-171937487.html", "tier": "direct", "title": "Oracle's Successive Layoffs to Generate Funds for AI Infrastructure Buildout Carry Execution Risk, RBC Says", "topics": ["Artificial Intelligence", "Workforce Reduction"], "summary": "Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 12.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "78d83ea38cbc94fc95c1eae0994995a2eb6a85894480392e6fef65fab199bafb", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-apos-successive-layoffs-generate-171937487.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T17:19:37+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle's Successive Layoffs to Generate Funds for AI Infrastructure Buildout Carry Execution Risk, RBC Says Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf PREMIUM Upgrade to read this MT Newswires article and get so much more.", "tone_signals": ["Operational disruption"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.1, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.006568, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.542, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 38, "published_display": "04 Sep 2026 17:19", "direction_included": true, "sentiment_conflict": 0.269, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-heads-q1-results-ai-162154917.html", "tier": "direct", "title": "Oracle Heads Into Q1 Results With AI Investment, Stargate in Focus, RBC Capital Markets Says", "topics": ["Financial Results"], "summary": "Oracle (ORCL) is heading into its fiscal Q1 financial results with investors focused on artificial i PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 12.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "d286bb3965007bf6a693dcd1d76a47fe0eeaf6dc4cbdb1d55121959d51e249ed", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-heads-q1-results-ai-162154917.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T16:21:54+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Heads Into Q1 Results With AI Investment, Stargate in Focus, RBC Capital Markets Says Oracle (ORCL) is heading into its fiscal Q1 financial results with investors focused on artificial i PREMIUM Upgrade to read this MT Newswires article and get so much more.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 16.7, "sentiment_pct": 54, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.018144, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.47, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 16:21", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/20768e17-5c9c-3688-91b0-d9f334e44da6/oracle-stock-climbs-ahead-of.html", "tier": "direct", "title": "Oracle Stock Climbs Ahead Of Earnings After OpenAI Astra Release", "topics": ["Earnings"], "summary": "Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings. Continue Reading", "age_days": 12.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "cea1f3d155e9e95840548bf1129e4e2eeb1544b9c42977b0e299315de43d5f8d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/20768e17-5c9c-3688-91b0-d9f334e44da6/oracle-stock-climbs-ahead-of.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-04T15:42:47+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Climbs Ahead Of Earnings After OpenAI Astra Release Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings.", "tone_signals": ["Positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 16.7, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 0.6, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.028142, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.642, "provider_symbols": ["ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 41, "published_display": "04 Sep 2026 15:42", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.6", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-gets-fair-030852432.html", "tier": "direct", "title": "Oracle (ORCL) Stock Gets Fair Value Trim As Analysts Split On AI And Capex", "topics": ["AI", "Capex", "Cloud", "Credit Rating", "Earnings", "Price Target"], "summary": "Oracle's updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as new research arrives. Analyst Price Targets don't always capture the full story. Head over to our Compa", "age_days": 13.5, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "8409924668f763ff2e4da5841892f71a19ebcb5279393f19251405edd49a9a07", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-gets-fair-030852432.html", "source_name": "Simply Wall St.", "published_at": "2026-09-04T03:08:52+00:00", "source_names": ["Simply Wall St."], "target_scope": "Oracle (ORCL) Stock Gets Fair Value Trim As Analysts Split On AI And Capex Oracle's updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as new research arrives.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 4.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.002941, "influence_label": "None", "provider_symbol": "ORC.MU", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 69, "model_confidence": 0.4, "provider_symbols": ["ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "04 Sep 2026 03:08", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/blackline-upland-software-zeta-global-215118296.html", "tier": "direct", "title": "BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know", "topics": ["Earnings", "Financial Results", "Inflation", "Rates", "Tech", "Treasuries"], "summary": "BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know What Happened? A number of stocks traded in opposite directions in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake. Lower Treasury yields supported the move after Fed Governor Christopher Waller signaled support for keeping rates steady. The 10-year yield fell to 4.756%, while the 2-year yield declined to 4.328%, according to CNBC.Because software valuations are heavily b", "age_days": 13.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "fbde4b0f84ceb925d53b8e1ebad7365f7a809c0eb366ed1d7dd29b923e577e32", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/blackline-upland-software-zeta-global-215118296.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T21:51:18+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know BlackLine, Upland Software, Zeta Global, Oracle, and Okta Shares Are Soaring and Falling, What You Need To Know What Happened?", "tone_signals": ["Large negative market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 15.0, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.017016, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.543, "provider_symbols": ["BL.US", "OKTA.US", "ORCL.US", "ORCL01.ARCHIVE", "SNOW.US", "UPLD.US", "ZETA.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "03 Sep 2026 21:51", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/2d5a9755-e9aa-38d7-a209-623e68c61bd1/why-oracle-is-the-next.html", "tier": "direct", "title": "Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally", "topics": ["Earnings", "Price Target"], "summary": "Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle\u2019s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week. Continue Reading", "age_days": 14.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "87a88e179b36bd305bf87bfb89a2e6fdcf2ebd89c9f68e25f9cfb767e0465875", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/2d5a9755-e9aa-38d7-a209-623e68c61bd1/why-oracle-is-the-next.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T12:59:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally Oracle\u2019s spending and its debt pile are two major areas of concern that weighed down the shares.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 14.3, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.3, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.01634, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.481, "provider_symbols": ["CRM.US", "ESTC.US", "OKTA.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 35, "published_display": "03 Sep 2026 12:59", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.3", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/where-oracle-stock-5-years-123700306.html", "tier": "direct", "title": "Where Will Oracle Stock Be in 5 Years?", "topics": ["AI", "Cloud Computing", "Debt", "Revenue"], "summary": "The past 12 months have been a wild ride for Oracle (NYSE: ORCL). Its stock reached record highs almost a year ago as it announced a $300 billion, multiyear deal with OpenAI that dramatically increased its backlog. However, the optimism from that deal quickly faded as investors became more aware of OpenAI's financial struggles, prompting questions about whether it could meet the financial obligations of its deal with Oracle. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years,", "age_days": 14.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "0599882bcd4c013c9c1c8adc79b9f8c2223362f4450e3800470a8f2e82fa7c51", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/where-oracle-stock-5-years-123700306.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-03T12:37:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Where Will Oracle Stock Be in 5 Years? The past 12 months have been a wild ride for Oracle (NYSE: ORCL). However, the optimism from that deal quickly faded as investors became more aware of OpenAI's financial struggles, prompting questions about whether it could meet the financial obligations of its deal with Oracle.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 14.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.011602, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.432, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "03 Sep 2026 12:37", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-down-25-jefferies-says-210301665.html", "tier": "direct", "title": "Oracle Is Down 25%. Jefferies Says the Worst May Be Priced In", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Financials", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has had a rough year, but Jefferies thinks much of the bad news may already be reflected in the stock. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Oracle shares are down about 25% year to date, while concerns around heavy capital spending, financing needs and AI data center execution have weighed on sentiment. Jefferies analyst Brent Thill still sees opportunity. He reiterated a Buy rating on Oracle ahead of fiscal first-quarter earnings", "age_days": 14.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "b3f79d0fced3e335bc192766997a74bd486756d95f70d579aaa1952979602621", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-down-25-jefferies-says-210301665.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T21:03:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Is Down 25%. Oracle Corp. Oracle shares are down about 25% year to date, while concerns around heavy capital spending, financing needs and AI data center execution have weighed on sentiment. He reiterated a Buy rating on Oracle ahead of fiscal first-quarter earnings", "tone_signals": ["Buy Rating"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 3.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.002432, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.482, "provider_symbols": ["2324.TW", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 21:03", "direction_included": false, "sentiment_conflict": 0.488, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/hpe-oracle-deepen-networking-collaboration-200600156.html", "tier": "direct", "title": "HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI Infrastructure", "topics": ["AI Infrastructure", "Cloud Computing", "Data Centers", "Networking"], "summary": "Oracle plans multi-year, global deployment of HPE Juniper Networking across one of the industry's largest AI infrastructure buildouts HOUSTON, September 02, 2026--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced an expanded collaboration with Oracle to help scale Oracle's global AI infrastructure by deploying HPE Juniper Networking across Oracle's AI data centers. The expanded collaboration builds on more than a decade of engineering work between Oracle and Juniper Networks and includes networking support services and financing capabilities. Today, HPE Juniper Networking routing and switching ", "age_days": 14.7, "is_stale": false, "provider": "yfinance", "providers": ["archive", "yfinance"], "sentiment": "neutral", "story_key": "c05579d4b9d9955daea053fac514dc768dcfeec42dcf1fd964796a4c8854d622", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "press_release", "source_link": "https://finance.yahoo.com/technology/ai/articles/hpe-oracle-deepen-networking-collaboration-200600156.html", "source_name": "Business Wire", "published_at": "2026-09-02T20:06:00+00:00", "source_names": ["Business Wire"], "target_scope": "HPE and Oracle Deepen Networking Collaboration to Accelerate Gigawatt-Scale AI Infrastructure Oracle plans multi-year, global deployment of HPE Juniper Networking across one of the industry's largest AI infrastructure buildouts HOUSTON, September 02, 2026--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced an expanded collaboration with Oracle to help scale Oracle's global AI infrastructure by deploying HPE Juniper Networking across Oracle's AI data centers. The expanded collaboration builds on more than a decade of engineering work between Oracle and Juniper Networks and includes networking support services and financing capabilities.", "tone_signals": ["Strategic partnership"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000369, "influence_label": "None", "provider_symbol": "ORC.MU", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.526, "provider_symbols": ["HPE", "HPE.US", "ORC.DU", "ORC.HM", "ORC.MU", "ORCL", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK", "PTX.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "02 Sep 2026 20:06", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.BK", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-sets-date-first-quarter-200000286.html", "tier": "direct", "title": "Oracle Sets the Date for its First Quarter Fiscal Year 2027 Earnings Announcement", "topics": ["Earnings", "Financial Results"], "summary": "Earnings Results to be released on September 10, 2026, After the Close of the Market AUSTIN, Texas, Sept. 2, 2026 /PRNewswire/ -- Oracle Corporation today announced that its first quarter fiscal year 2027 results will be released on Thursday, September 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor. About Oracle Oracle offers integrated suites of applications plus secure, autonomous infrastru", "age_days": 14.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "c92cacc26919e4a95b8d64fcc4f1c37f355a1bb22211c24e81f42762967edae9", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "press_release", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-sets-date-first-quarter-200000286.html", "source_name": "PR Newswire", "published_at": "2026-09-02T20:00:00+00:00", "source_names": ["PR Newswire"], "target_scope": "Oracle Sets the Date for its First Quarter Fiscal Year 2027 Earnings Announcement 2, 2026 /PRNewswire/ -- Oracle Corporation today announced that its first quarter fiscal year 2027 results will be released on Thursday, September 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor. About Oracle Oracle offers integrated suites of applications plus secure, autonomous infrastru", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.012066, "influence_label": "None", "provider_symbol": "ORC.MU", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 69, "model_confidence": 0.4, "provider_symbols": ["ORC.F", "ORCL", "ORCL-PD", "ORCL.MX", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK", "ORCL34.SA"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 20:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/a646837a-5d6e-3709-ad6c-7f77c6c6afba/is-oracle-stock-a-hedge-or-a.html", "tier": "direct", "title": "Is Oracle Stock A Hedge Or A Downside Trap?", "topics": [], "summary": "", "age_days": 14.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "722e51fd4528136d9139bf832752da9295c4283f129fb113f12312b316d3e272", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/a646837a-5d6e-3709-ad6c-7f77c6c6afba/is-oracle-stock-a-hedge-or-a.html", "source_name": "Trefis", "published_at": "2026-09-02T18:07:03+00:00", "source_names": ["Trefis"], "target_scope": "Is Oracle Stock A Hedge Or A Downside Trap?", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.6, "sentiment_pct": 43, "evidence_basis": "headline_only", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000435, "influence_label": "Low", "provider_symbol": "", "relevance_score": 0.78, "archive_provider": "yfinance", "event_confidence": 35, "model_confidence": 0.461, "provider_symbols": ["AMZN", "CRM", "GOOG", "IBM", "MSFT", "ORCL", "ORCL-PD", "ORCL01.ARCHIVE", "ORCL01.BK", "SPGI"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 28, "published_display": "02 Sep 2026 18:07", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/fe2befc5-1055-3ae2-8e96-c1a4b0dc3660/openai%E2%80%99s-%24300b-deal-could.html", "tier": "direct", "title": "OpenAI\u2019s $300B Deal Could Make Oracle the Weak Link in the AI Boom", "topics": ["AI", "Cloud Infrastructure", "Credit Rating", "Ratings"], "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle(NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. \"If OpenAI runs into trouble, I think we can say that there's a good chance that Oracle may also run into trouble,\" Mallaby said on CFR's The Spillover podcast, pointing to Oracle's heavier debt load and dependence on OpenAI. The warning comes as OpenAI CEO Sam Altmansays he is seeing signs of \"unsustainable silliness\" in the wider com", "age_days": 14.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "88e8c1f3a46ef36e4a7a06a44302e1e702e39122e922fc521b59da8dff3ab940", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/fe2befc5-1055-3ae2-8e96-c1a4b0dc3660/openai%E2%80%99s-%24300b-deal-could.html", "source_name": "Benzinga Prediction Markets", "published_at": "2026-09-02T17:44:12+00:00", "source_names": ["Benzinga Prediction Markets"], "target_scope": "OpenAI\u2019s $300B Deal Could Make Oracle the Weak Link in the AI Boom Oracle(NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby. \"If OpenAI runs into trouble, I think we can say that there's a good chance that Oracle may also run into trouble,\" Mallaby said on CFR's The Spillover podcast, pointing to Oracle's heavier debt load and dependence on OpenAI.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 23.0, "sentiment_pct": 39, "evidence_basis": "archived_article", "evidence_share": 0.9, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.041977, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 61, "model_confidence": 0.501, "provider_symbols": ["AMZN", "GOOG", "META", "MSFT", "ORCL", "ORCL-PD", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 39, "published_display": "02 Sep 2026 17:44", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.9", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/8e52ed32-365c-3e70-8174-0139cb38037c/oracle-to-face-earnings-test.html", "tier": "direct", "title": "Oracle To Face Earnings Test After Wild Year Riding AI Wave", "topics": ["AI"], "summary": "It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then. Continue Reading", "age_days": 14.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "22614b5e84cd77799b36aaf04afbd3e700c2764c6824e25acd50f141c1c66744", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/8e52ed32-365c-3e70-8174-0139cb38037c/oracle-to-face-earnings-test.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T15:52:24+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle To Face Earnings Test After Wild Year Riding AI Wave It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism.", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.6, "sentiment_pct": 62, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.023348, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.655, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 40, "published_display": "02 Sep 2026 15:52", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-close-1-trillion-market-130500091.html", "tier": "direct", "title": "Can Oracle Get Close to a $1 Trillion Market Cap Again?", "topics": ["AI", "Cloud Computing", "Earnings", "Fourth Quarter", "Growth Rate", "Net Income"], "summary": "It wasn't long ago when Oracle (NYSE: ORCL) was approaching a $1 trillion market cap, thanks in large part to optimism about its cloud computing business. However, the stock is down by more than 50% from the all-time high it set almost a year ago, and it currently has a market cap below $500 billion. This dramatic drop has created a buying opportunity, and if Oracle can continue to ride the tailwinds of the AI megatrend for multiple years, it has a real shot at recovering past that peak and reaching a $1 trillion valuation for the first time. Missed Nvidia in 2009? This Rare Signal Is Flashing", "age_days": 15.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "7f5d791530794e08dc49de8e978b3f681052c1d27715f92cb858bd09ab888a58", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-close-1-trillion-market-130500091.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-02T13:05:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Can Oracle Get Close to a $1 Trillion Market Cap Again? It wasn't long ago when Oracle (NYSE: ORCL) was approaching a $1 trillion market cap, thanks in large part to optimism about its cloud computing business. This dramatic drop has created a buying opportunity, and if Oracle can continue to ride the tailwinds of the AI megatrend for multiple years, it has a real shot at recovering past that peak and reaching a $1 trillion valuation for the first time.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.010573, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.451, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "02 Sep 2026 13:05", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-could-23-undervalued-210708787.html", "tier": "direct", "title": "Oracle (ORCL) Could Be 23% Undervalued On Its Cloud And AI Narrative", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Growth", "Intrinsic Value"], "summary": "Oracle (ORCL) is back in focus after Oracle Health rolled out new Clinical AI Agent features in the U.S., extending automation across documentation, coding, and chart review workflows inside electronic health records. Despite the new Oracle Health AI features and large cloud and AI contracts, Oracle's share price is still down 23.81% year to date and the 1 year total shareholder return is down 33.30%. However, the 5 year total shareholder return of 77.24% shows that long term investors have seen a very different experience. Scan Oracle's AI and cloud story against a curated group of peers by r", "age_days": 15.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "c649926833cb3468e8857360c5f8c0a219d0766641d0f890d5bfd41946f46ed2", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-could-23-undervalued-210708787.html", "source_name": "Simply Wall St.", "published_at": "2026-09-01T21:07:08+00:00", "source_names": ["Simply Wall St."], "target_scope": "Oracle (ORCL) Could Be 23% Undervalued On Its Cloud And AI Narrative Oracle (ORCL) is back in focus after Oracle Health rolled out new Clinical AI Agent features in the U.S., extending automation across documentation, coding, and chart review workflows inside electronic health records. Despite the new Oracle Health AI features and large cloud and AI contracts, Oracle's share price is still down 23.81% year to date and the 1 year total shareholder return is down 33.30%. Scan Oracle's AI and cloud story against a curated group of peers by r", "tone_signals": ["Positive valuation view"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 11.3, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.017634, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.542, "provider_symbols": ["ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 36, "published_display": "01 Sep 2026 21:07", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/soundhound-ai-fastly-oracle-shares-202620102.html", "tier": "direct", "title": "SoundHound AI, Fastly, and Oracle Shares Plummet, What You Need To Know", "topics": ["Earnings", "Energy", "Geopolitical Tensions", "Inflation", "Interest Rates", "Quarterly Earnings"], "summary": "What Happened? A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite. Bloomberg reported renewed conflict between the U.S. and Iran in the Strait of Hormuz pushed crude oil prices sharply higher, reviving inflation concerns across global markets. At the same time, Bloomberg also reported global government bond yields reached multiyear highs as investors weighed the growing likelihood of a Federal Reserve interest rate hike in September. Rising Treasury yields present significant", "age_days": 15.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "46ab5194ed19e7ad8df9168b7145f907237265ee4df8a91357d2adb1366d7832", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/soundhound-ai-fastly-oracle-shares-202620102.html", "source_name": "StockStory", "published_at": "2026-09-01T20:26:20+00:00", "source_names": ["StockStory"], "target_scope": "SoundHound AI, Fastly, and Oracle Shares Plummet, What You Need To Know", "tone_signals": ["Negative analyst concern"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000293, "influence_label": "None", "provider_symbol": "ORC.F", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 61, "model_confidence": 0.511, "provider_symbols": ["CL.COMM", "CL=F", "FSLY", "FSLY.US", "ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK", "SOUN", "SOUN.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 20:26", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-4-1-cowen-201017168.html", "tier": "direct", "title": "Oracle Slides 4.1% as Cowen Cuts Target Despite $638 Billion Backlog", "topics": ["Cloud Computing", "Earnings", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and AI cloud giant, tumbled approximately 4.1% to $142.995 Tuesday after TD Cowen chopped its price target from $300 to $240. The firm kept its Buy rating, but the message was clear: Oracle's October analyst meeting must deliver convincing cloud-growth targets and a credible path through its massive AI spending cycle. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The numbers are hugeand so is the bill. Oracle's fiscal 2026 reve", "age_days": 15.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "8e8f605cfe1595a331ae3d63a3d5a6fc751b791ef8565643e74382a7b5f583b2", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-slides-4-1-cowen-201017168.html", "source_name": "GuruFocus.com", "published_at": "2026-09-01T20:10:17+00:00", "source_names": ["GuruFocus.com"], "target_scope": "Oracle Slides 4.1% as Cowen Cuts Target Despite $638 Billion Backlog Oracle (NYSE:ORCL), the enterprise-software and AI cloud giant, tumbled approximately 4.1% to $142.995 Tuesday after TD Cowen chopped its price target from $300 to $240. The firm kept its Buy rating, but the message was clear: Oracle's October analyst meeting must deliver convincing cloud-growth targets and a credible path through its massive AI spending cycle. Oracle's fiscal 2026 reve", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 2.6, "sentiment_pct": 42, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.003157, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "archive", "event_confidence": 69, "model_confidence": 0.536, "provider_symbols": ["ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 31, "published_display": "01 Sep 2026 20:10", "direction_included": true, "sentiment_conflict": 0.405, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/bd36ee69-16d5-35b9-aa6b-d61e862205c3/why-is-oracle-stock-down.html", "tier": "direct", "title": "Why Is Oracle Stock Down Today?", "topics": [], "summary": "", "age_days": 15.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "913bb21b7b6779c3caaafce319c7b46c2d5edf0b58276df65832ebc569666386", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/bd36ee69-16d5-35b9-aa6b-d61e862205c3/why-is-oracle-stock-down.html", "source_name": "Motley Fool", "published_at": "2026-09-01T18:12:45+00:00", "source_names": ["Motley Fool"], "target_scope": "Why Is Oracle Stock Down Today?", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.4, "sentiment_pct": 50, "evidence_basis": "headline_only", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000222, "influence_label": "None", "provider_symbol": "", "relevance_score": 0.78, "archive_provider": "yfinance", "event_confidence": 35, "model_confidence": 0.4, "provider_symbols": ["NVDA", "ORCL", "ORCL01.ARCHIVE", "ORCL01.BK", "^GSPC", "^IXIC", "^TYX"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 18:12", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-4-bond-selloff-161344174.html", "tier": "direct", "title": "Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips", "topics": ["Balance Sheet", "Cloud Computing", "Earnings", "Rates", "Ratings", "Restructuring"], "summary": "Quick Read Oracle (ORCL) slides 4% and Nebius (NBIS) drops 3% as the 10-year Treasury yield climbs to a one-year high of 4.8%. Cloud ETF SKYY falls 2% versus QQQ's 1% drop, confirming debt-heavy AI infrastructure stocks absorb rate shocks harder than broad large-cap tech. Oracle funded $56 billion in fiscal 2026 capex by raising $43 billion in debt, leaving it the most leveraged mega-cap AI builder when borrowing costs rise. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. A global bond selloff that lift", "age_days": 15.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "0930f36cb34bb80b0ea186eb1471911182d91575d3117100dc7b43b5a60da0fb", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-falls-4-bond-selloff-161344174.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T16:13:44+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips Quick Read Oracle (ORCL) slides 4% and Nebius (NBIS) drops 3% as the 10-year Treasury yield climbs to a one-year high of 4.8%. Oracle funded $56 billion in fiscal 2026 capex by raising $43 billion in debt, leaving it the most leveraged mega-cap AI builder when borrowing costs rise. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut.", "tone_signals": ["Large negative market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 11.0, "sentiment_pct": 28, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.025055, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.72, "provider_symbols": ["NBIS.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE", "QQQ.US", "SKYY.US", "US10Y.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 50, "published_display": "01 Sep 2026 16:13", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-orcl-poised-beat-161002495.html", "tier": "direct", "title": "Why Oracle (ORCL) is Poised to Beat Earnings Estimates Again", "topics": ["Consensus Estimate", "Earnings", "Earnings Release", "Price Target", "Software"], "summary": "Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Oracle (ORCL), which belongs to the Zacks Computer - Software industry. This software maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 6.47%. For the most recent quarter, Oracle was expected to post earnings of $1.96 per share, but it reported $2.11 per share instead, representing a surprise of 7.65%. For the pre", "age_days": 15.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "64e58756f19fb798b27a622c770f494543fcf1e346dc52833d982fc678956a5d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-orcl-poised-beat-161002495.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T16:10:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle (ORCL) is Poised to Beat Earnings Estimates Again It is worth considering Oracle (ORCL), which belongs to the Zacks Computer - Software industry. For the most recent quarter, Oracle was expected to post earnings of $1.96 per share, but it reported $2.11 per share instead, representing a surprise of 7.65%.", "tone_signals": ["Beat expectations", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 11.0, "sentiment_pct": 82, "evidence_basis": "archived_article", "evidence_share": 0.7, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.033305, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.795492, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.803, "provider_symbols": ["ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 61, "published_display": "01 Sep 2026 16:10", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.7", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-earnings-expected-grow-140002887.html", "tier": "direct", "title": "Oracle (ORCL) Earnings Expected to Grow: Should You Buy?", "topics": ["Consensus Estimate", "Earnings", "Earnings Release", "Earnings Report", "Estimate Revisions", "Price Target"], "summary": "The market expects Oracle (ORCL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and f", "age_days": 16.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "cc710c3189f48fda2ae85af035062a037b9a19a3aa85f20ba47c24351ba92122", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-earnings-expected-grow-140002887.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T14:00:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Earnings Expected to Grow: Should You Buy? The market expects Oracle (ORCL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended August 2026.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 10.9, "sentiment_pct": 66, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.017646, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.538, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 42, "published_display": "01 Sep 2026 14:00", "direction_included": true, "sentiment_conflict": 0.315, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.4", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/articles/innofin-solutions-joins-ascend-partners-130000609.html", "tier": "direct", "title": "InnoFin Solutions Joins Ascend Partners to Accelerate Office of the CFO Digital Transformation", "topics": ["Data Transformation", "Financial Transformation", "M A", "Oracle Epm", "Public Sector"], "summary": "Global FP&A leader taps popular Oracle EPM practice to drive financial and data transformation at commercial and government organizations across North America NEW YORK, September 1, 2026 /PRNewswire/ -- Ascend Partners (Ascend), a OneStream Diamond Partner and expert in Office of the CFO digital transformation, today announced its acquisition of InnoFin Solutions (InnoFin), a recognized leader in Oracle Enterprise Performance Management (EPM) implementation. The transaction provides InnoFin, known for its expertise in supporting U.S. state, local, and education (SLED) organizations, with acces", "age_days": 16.0, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "e0b424f95bf48e155def8ce4359deb897c5acca065d6b0a2cd8d93e944c15b58", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/articles/innofin-solutions-joins-ascend-partners-130000609.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T13:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Global FP&A leader taps popular Oracle EPM practice to drive financial and data transformation at commercial and government organizations across North America NEW YORK, September 1, 2026 /PRNewswire/ -- Ascend Partners (Ascend), a OneStream Diamond Partner and expert in Office of the CFO digital transformation, today announced its acquisition of InnoFin Solutions (InnoFin), a recognized leader in Oracle Enterprise Performance Management (EPM) implementation.", "tone_signals": ["Strategic partnership"], "company_focus": 0.86, "cross_listing": false, "entity_mapped": true, "freshness_pct": 20.4, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.021925, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 77, "model_confidence": 0.541, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 86, "evidence_strength": 35, "published_display": "01 Sep 2026 13:00", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.164}, {"url": "https://finance.yahoo.com/healthcare/articles/ambient-clinical-analytics-joins-oracles-130000018.html", "tier": "direct", "title": "Ambient Clinical Analytics Joins Oracle's Partner Program", "topics": ["Clinical Trials", "Fda Approval", "Healthcare"], "summary": "Ambient Clinical Analytics will use Oracle technologies to win and drive customer success together with Oracle. ROCHESTER, Minn., Sept. 1, 2026 /PRNewswire/ -- Ambient Clinical Analytics, a leading provider of intelligent clinical systems, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, Ambient Clinical Analytics has the opportunity to establish Oracle-related knowledge in delivering clinical decision support, vi", "age_days": 16.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3f51a1b362e12165732a279650102ee5cb25b55672df7ddee6fbf9f131394ce6", "event_type": "regulatory", "tier_label": "Direct company coverage", "event_label": "Regulatory and legal", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/ambient-clinical-analytics-joins-oracles-130000018.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T13:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Ambient Clinical Analytics Joins Oracle's Partner Program Ambient Clinical Analytics will use Oracle technologies to win and drive customer success together with Oracle. 1, 2026 /PRNewswire/ -- Ambient Clinical Analytics, a leading provider of intelligent clinical systems, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, Ambient Clinical Analytics has the opportunity to establish Oracle-related knowledge in delivering clinical decision support, vi", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 20.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.025413, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.526, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 13:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-apple-oracle-face-rising-125102091.html", "tier": "direct", "title": "Microsoft, Apple and Oracle Face Rising Rate Pressure", "topics": ["Tech", "Technical Analysis", "Uptrend"], "summary": "Microsoft (MSFT) Technical AnalysisMicrosoft trades at 507.29, holding above the 477.31 support after a strong breakout, with both EMAs trending upward below at 453 and 435. Source: TradingView. Microsoft looks like it's going to open up the session on the back foot, as a gap lower is more likely than not at this point. Perhaps forming a little bit of a double top for technicians to pay attention to, but ultimately this is a market that's still very much in an uptrend, and this pullback could end up being a buying opportunity. We'll just have to wait and see. But ultimately, this is a market t", "age_days": 16.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "538145e5f7bca9a64cba55fbbb6e0c0b7b31702fbfdc737a9e705c5076b7fa05", "event_type": "macro", "tier_label": "Direct company coverage", "event_label": "Macro sensitivity", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/microsoft-apple-oracle-face-rising-125102091.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:51:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Microsoft, Apple and Oracle Face Rising Rate Pressure", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.4, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000262, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 69, "model_confidence": 0.462, "provider_symbols": ["AAPL.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 28, "published_display": "01 Sep 2026 12:51", "direction_included": true, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-cutting-3-000-india-122511543.html", "tier": "direct", "title": "Oracle cutting 3,000 India jobs as Microsoft places 500 on PIPs", "topics": ["Cloud", "Earnings", "Restructuring", "Revenue Growth", "Tech"], "summary": "The Economic Times reports that Oracle is eliminating roughly 3,000 positions in India, while Microsoft has moved somewhere between 400 and 500 of its India employees onto performance improvement plans. Both actions reflect a broader industry shift in which tech firms are reorienting their spending and headcount around emerging priorities. Pareekh Jain, chief executive of market research firm EIIRTrend, said the affected employees amount to around 2% of Microsoft's India headcount, and that the performance improvement plan is being rolled out as part of a worldwide initiative at the company. T", "age_days": 16.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "05c12a311690ccdf9a5502a747798922323d5009a8e872316321aa8d1132922e", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-cutting-3-000-india-122511543.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:25:11+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle cutting 3,000 India jobs as Microsoft places 500 on PIPs The Economic Times reports that Oracle is eliminating roughly 3,000 positions in India, while Microsoft has moved somewhere between 400 and 500 of its India employees onto performance improvement plans.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 10.8, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.008132, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 12:25", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/small-business/articles/asure-tax-now-available-oracle-120000857.html", "tier": "direct", "title": "Asure Tax Now Available on Oracle Marketplace", "topics": ["Hr Solutions", "Oracle", "Payroll"], "summary": "Asure Operations Asure Tax enables organizations running Oracle Fusion Cloud HCM to support multi-jurisdiction payroll tax filing, funding, and money movement services, without requiring organizations to migrate their payroll system of record AUSTIN, Texas, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Asure Software, Inc. (Nasdaq: ASUR), a provider of payroll and HR solutions for employers and enterprise payroll tax and treasury infrastructure, and an Oracle partner, has made Asure Tax available on Oracle Marketplace and can be integrated with Oracle Fusion Cloud Human Capital Management (HCM). Asure Ta", "age_days": 16.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "b77bdf905ed8b7e972043baf81b2ea91c22b41611822d14ff34fccc459215ce8", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/small-business/articles/asure-tax-now-available-oracle-120000857.html", "source_name": "finance.yahoo.com", "published_at": "2026-09-01T12:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Asure Tax Now Available on Oracle Marketplace Asure Operations Asure Tax enables organizations running Oracle Fusion Cloud HCM to support multi-jurisdiction payroll tax filing, funding, and money movement services, without requiring organizations to migrate their payroll system of record AUSTIN, Texas, Sept. (Nasdaq: ASUR), a provider of payroll and HR solutions for employers and enterprise payroll tax and treasury infrastructure, and an Oracle partner, has made Asure Tax available on Oracle Marketplace and can be integrated with Oracle Fusion Cloud Human Capital Management (HCM).", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.4, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00029, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 35, "model_confidence": 0.546, "provider_symbols": ["ASUR.US", "ORCL.US", "ORCL01.ARCHIVE", "SAP.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "01 Sep 2026 12:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/heres-why-oracle-orcl-fell-214502379.html", "tier": "direct", "title": "Here's Why Oracle (ORCL) Fell More Than Broader Market", "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Financial Results", "Financials", "Price Target"], "summary": "Oracle (ORCL) ended the recent trading session at $149.12, demonstrating a -1.15% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.33% for the day. Elsewhere, the Dow saw a downswing of 0.7%, while the tech-heavy Nasdaq depreciated by 0.12%. Shares of the software maker witnessed a gain of 16.16% over the previous month, beating the performance of the Computer and Technology sector with its gain of 7.52%, and the S&P 500's gain of 3.87%. Market participants will be closely following the financial results of Oracle in its upcoming ", "age_days": 16.7, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "60219929381e5f44c10331ebc59527ad6cd7ddeafa51a94c245e8b1f407ba048", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/heres-why-oracle-orcl-fell-214502379.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T21:45:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Here's Why Oracle (ORCL) Fell More Than Broader Market Oracle (ORCL) ended the recent trading session at $149.12, demonstrating a -1.15% change from the preceding day's closing price. Market participants will be closely following the financial results of Oracle in its upcoming", "tone_signals": ["Negative market reaction"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 9.9, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.007074, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.494, "provider_symbols": ["DJI.INDX", "GSPC.INDX", "IXIC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "31 Aug 2026 21:45", "direction_included": false, "sentiment_conflict": 0.54, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.104}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-named-key-vendor-181313999.html", "tier": "direct", "title": "Oracle (ORCL) Is Named A Key Vendor In Blockchain And 5G Edge \u10d9\u10d5\u10da", "topics": ["5g", "AI", "Cloud Infrastructure", "Digital Infrastructure", "Enterprise Blockchain"], "summary": "Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that underpins cloud, automation and AI enabled enterprise applications. Analysts flag Oracle's role in areas such as decentralized finance, digital identity, tokenization, private 5G and edge based AI inference. For investors, the research points to Oracle's exposure across multiple technology themes tied to long term enterprise and industry transformation. Consider e", "age_days": 16.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "8d3e51d816cef081b291ba1f1093005c172102b7dbef337870d903ccba878433", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-named-key-vendor-181313999.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T18:13:13+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Is Named A Key Vendor In Blockchain And 5G Edge \u10d9\u10d5\u10da Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that underpins cloud, automation and AI enabled enterprise applications. Analysts flag Oracle's role in areas such as decentralized finance, digital identity, tokenization, private 5G and edge based AI inference. For investors, the research points to Oracle's exposure across multiple technology themes tied to long term enterprise and industry transformation.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000144, "influence_label": "None", "provider_symbol": "ORCL34.SA", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 35, "model_confidence": 0.4, "provider_symbols": ["ORC.F", "ORCL-PD.US", "ORCL.MX", "ORCL.US", "ORCL01.ARCHIVE", "ORCL34.SA"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "31 Aug 2026 18:13", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-using-healthcare-ai-170518372.html", "tier": "direct", "title": "Is Oracle (ORCL) Using Healthcare AI To Quietly Redefine Its Core Cloud Strategy?", "topics": ["AI", "Cloud", "Earnings", "Healthcare", "Revenue Growth"], "summary": "In August 2026, Oracle Health expanded its Clinical AI Agent in the U.S. to automate professional fee coding, support real-time dictation, and streamline chart review across electronic health records, while Oracle also featured at major AI and technology conferences. By tying these healthcare AI workflow tools into its broader cloud and AI stack, Oracle is aiming to deepen its role inside mission-critical clinical and enterprise systems. We'll now examine how Oracle Health's expanded Clinical AI Agent capabilities may influence the broader investment narrative around Oracle's AI and cloud ambi", "age_days": 16.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "61664e22a705a4c2437335e4db1a9ea85584a276793deddb7c592d43623d91d2", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-using-healthcare-ai-170518372.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-31T17:05:18+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Is Oracle (ORCL) Using Healthcare AI To Quietly Redefine Its Core Cloud Strategy? In August 2026, Oracle Health expanded its Clinical AI Agent in the U.S. to automate professional fee coding, support real-time dictation, and streamline chart review across electronic health records, while Oracle also featured at major AI and technology conferences. By tying these healthcare AI workflow tools into its broader cloud and AI stack, Oracle is aiming to deepen its role inside mission-critical clinical and enterprise systems. We'll now examine how Oracle Health's expanded Clinical AI Agent capabilities may influence the broader investment narrative around Oracle's AI and cloud ambi", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 9.6, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.007935, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "31 Aug 2026 17:05", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-big-tech-183002599.html", "tier": "direct", "title": "Oracle vs. Microsoft: Big Tech\u2019s AI Cloud Battle Has a New Underdog", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Growth", "Fourth Quarter"], "summary": "Microsoft (MSFT) and Oracle (ORCL) are both legacy tech giants, but when the AI boom took off, Microsoft had the clearer advantage. Azure already had enormous scale, and Microsoft's partnership with OpenAI gave it an early strategic advantage in the race. Oracle, meanwhile, looked like the one trying to catch up. But Oracle's position quickly changed. Oracle is rapidly expanding its AI infrastructure business, winning major contracts and emerging as an unexpected underdog in the AI cloud battle. Let's find out which is the better stock to buy now. More News from Barchart Jeff Bezos' Heartfelt ", "age_days": 18.8, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "8f2e25a4dc685356c662b5bd8bd838650fde2d28997a8d704c9f143b33bf8417", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-big-tech-183002599.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-29T18:30:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle vs. Microsoft (MSFT) and Oracle (ORCL) are both legacy tech giants, but when the AI boom took off, Microsoft had the clearer advantage. Oracle, meanwhile, looked like the one trying to catch up. But Oracle's position quickly changed. Oracle is rapidly expanding its AI infrastructure business, winning major contracts and emerging as an unexpected underdog in the AI cloud battle.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 7.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00426, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["700.US", "AMD.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "29 Aug 2026 18:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.182}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-underperforming-p-500-164453386.html", "tier": "direct", "title": "Is Oracle Stock Underperforming the S&P 500?", "topics": ["AI Infrastructure", "Cloud Computing", "Debt", "Equity Issuance", "Free Cash Flow", "Price Target"], "summary": "Austin, Texas-based Oracle Corporation (ORCL) is a global technology company specializing in enterprise software, databases, and cloud computing. Valued at a market cap of $434.5 billion, Oracle has built its business around its widely used database technology, while increasingly shifting its focus toward cloud infrastructure and AI-powered enterprise applications. Companies with a market capitalization of $200 billion or more are typically referred to as \"mega-cap stocks.\" ORCL fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and inf", "age_days": 18.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3609cb11399a09c5389bbaf9a13b50aac9bd4773d75d4adb891bdc3c3bf75dc9", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-underperforming-p-500-164453386.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-29T16:44:53+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Is Oracle Stock Underperforming the S&P 500? Austin, Texas-based Oracle Corporation (ORCL) is a global technology company specializing in enterprise software, databases, and cloud computing. Valued at a market cap of $434.5 billion, Oracle has built its business around its widely used database technology, while increasingly shifting its focus toward cloud infrastructure and AI-powered enterprise applications.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 15.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.013366, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["GSPC.INDX", "ORCL.US", "ORCL01.ARCHIVE", "PLTR.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "29 Aug 2026 16:44", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-just-rallied-18-month-191315628.html", "tier": "direct", "title": "Oracle Just Rallied 18% in a Month: Take Profits, or Buy More?", "topics": ["AI", "AI Cloud", "Cloud", "Cloud Infrastructure", "Price Target", "Sector Performance"], "summary": "Quick Read Oracle's 18% one-month rally still leaves it down 21% YTD, framing the bounce as partial repair rather than a fresh leadership move. CoreWeave surged 24% and the SKYY ETF gained 20%, exposing Oracle's rally as a sector-wide AI cloud bid, not a solo breakout. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. Oracle (NYSE:ORCL) stock's 18% one-month rally looks like a comeback story on the surface, yet the shape of the move deserves a closer read before anyone declares leadership restored. The st", "age_days": 19.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "1cb210e8d6042a5fefd7e7f5174671eb60e8fcba145f001359bc515d8c27a754", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-just-rallied-18-month-191315628.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-28T19:13:15+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Just Rallied 18% in a Month: Take Profits, or Buy More? Quick Read Oracle's 18% one-month rally still leaves it down 21% YTD, framing the bounce as partial repair rather than a fresh leadership move. CoreWeave surged 24% and the SKYY ETF gained 20%, exposing Oracle's rally as a sector-wide AI cloud bid, not a solo breakout. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Oracle (NYSE:ORCL) stock's 18% one-month rally looks like a comeback story on the surface, yet the shape of the move deserves a closer read before anyone declares leadership restored.", "tone_signals": ["Large positive market reaction", "Positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 1.0, "sentiment_pct": 84, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.002635, "influence_label": "High", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.84, "provider_symbols": ["AMZN.US", "CRWV.US", "GOOGL.US", "META.US", "MSFT.US", "NET.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE", "SKYY.US", "XLK.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 58, "published_display": "28 Aug 2026 19:13", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/19bae549-cbc7-313f-aa16-80fa19ecd49a/oracle%27s-data-center-spending.html", "tier": "direct", "title": "Oracle's Data Center Spending Is Exploding. Here's the Power Stock That Actually Benefits.", "topics": ["Earnings", "Earnings Per Share", "Energy", "Renewables", "Tech"], "summary": "Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations. As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed fo", "age_days": 19.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3182a4e269d0902e7877dd96c8f8588cfca8200e294112c841499ac39edd260e", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/19bae549-cbc7-313f-aa16-80fa19ecd49a/oracle%27s-data-center-spending.html", "source_name": "Motley Fool", "published_at": "2026-08-28T17:25:00+00:00", "source_names": ["Motley Fool"], "target_scope": "Oracle's Data Center Spending Is Exploding. Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations. As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.", "tone_signals": ["Strategic partnership"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 6.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00691, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.527, "provider_symbols": ["BE", "BE.US", "EQIX.US", "NVDA", "NVDA.US", "ORCL", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "28 Aug 2026 17:25", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/40f5ae0b-015a-349e-8075-9e27b29b4195/is-oracle-stock-getting-too.html", "tier": "direct", "title": "Is Oracle Stock Getting Too Cheap To Ignore After A 53% Drop?", "topics": ["Earnings", "Guidance", "Infrastructure", "Tech"], "summary": "Image from Pixabay For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold. Oracle (ORCL) has spent the past year getting cheaper while its order book got bigger. The stock is down about 34% over the trailing twelve months and sits roughly 53% below its high of the past year, at a market value of about $436.8 billion, even as contracted future work reached $638 billion. Just 12% Of The Backlog Is Expected To Reach Revenue Inside A Year Remaining performance obligations finished fiscal 2026 at $638 b", "age_days": 19.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "9a9ce13c65d95b103d57acafb93c355e589504f0e63d895f4926772eebcdb65b", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/m/40f5ae0b-015a-349e-8075-9e27b29b4195/is-oracle-stock-getting-too.html", "source_name": "Trefis", "published_at": "2026-08-28T17:00:57+00:00", "source_names": ["Trefis"], "target_scope": "Is Oracle Stock Getting Too Cheap To Ignore After A 53% Drop? Image from Pixabay For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold. Oracle (ORCL) has spent the past year getting cheaper while its order book got bigger.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 6.4, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.005886, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "archive", "event_confidence": 53, "model_confidence": 0.45, "provider_symbols": ["AMZN", "CRM", "CRM.US", "GOOG", "GOOG.US", "IBM", "IBM.US", "MSFT", "MSFT.US", "ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "28 Aug 2026 17:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/tesla-microsoft-oracle-stocks-eye-134037481.html", "tier": "direct", "title": "Tesla, Microsoft and Oracle Stocks Eye Gains Ahead of Fed Speech", "topics": ["Federal Reserve", "Tech", "Technical Analysis"], "summary": "TSLA Technical AnalysisTesla is holding at the $350 level with the 50-day EMA just above and the 200-day EMA declining near $381. Source: TradingView. The pre-market trading for Tesla is a bit positive, and we'll have to see whether or not that actually leads to further upward momentum with the 50-day EMA sitting just above. Ultimately, this is a market that has been noisy for a while, and with that being the case, I think we have to look at this as a situation where we are trying to build up that necessary momentum. And of course, the Kevin Warsh speech late in the day will give traders an id", "age_days": 20.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "17871fe47ae447d4542f548073c3ec9785e5f1a30e610fb5aac0076960b39a06", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tesla-microsoft-oracle-stocks-eye-134037481.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-28T13:40:37+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Tesla, Microsoft and Oracle Stocks Eye Gains Ahead of Fed Speech", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.1, "sentiment_pct": 59, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 7.2e-05, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 35, "model_confidence": 0.481, "provider_symbols": ["MSFT.US", "ORCL.US", "ORCL01.ARCHIVE", "TSLA.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 31, "published_display": "28 Aug 2026 13:40", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-think-oracle-133003375.html", "tier": "direct", "title": "Wall Street Analysts Think Oracle (ORCL) Is a Good Investment: Is It?", "topics": ["Broker Recommendations", "Consensus Estimate", "Earnings", "Earnings Estimate", "Price Target"], "summary": "Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Oracle (ORCL). Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the ", "age_days": 20.0, "is_stale": false, "provider": "yfinance", "providers": ["archive", "yfinance"], "sentiment": "neutral", "story_key": "a81647a8642f45f8632326919fb6690d0583cd7847805105f0deae5e50aae9bd", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "publisher", "source_link": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-think-oracle-133003375.html", "source_name": "Zacks", "published_at": "2026-08-28T13:30:03+00:00", "source_names": ["Zacks"], "target_scope": "Wall Street Analysts Think Oracle (ORCL) Is a Good Investment: Is It? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Oracle (ORCL). Oracle currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 6.2, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.006806, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.472, "provider_symbols": ["ORCL", "ORCL-PD", "ORCL.US", "ORCL01.ARCHIVE", "ORCL01.BK"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "28 Aug 2026 13:30", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.BK", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/striim-infomedia-partner-bring-real-180000046.html", "tier": "direct", "title": "Striim and Infomedia Partner to Bring Real-Time Data Modernization to Enterprises Across LATAM", "topics": ["AI", "Cloud Modernization", "Data Integration", "Latam", "Real Time Data"], "summary": "Striim, Inc. PALO ALTO, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Striim, a global leader in real-time data intelligence for enterprise AI, today announced a strategic partnership with Infomedia, a leading enterprise technology and services company serving organizations across Mexico and broader Latin America. The partnership pairs Striim's real-time data streaming platform with Infomedia's deep knowledge and expertise in enterprise-grade databases and replication technologies, including Oracle and GoldenGate. Together with in-region delivery capability, this gives enterprises across Mexico an", "age_days": 20.8, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "positive", "story_key": "ebf697c21394434b37796505528f2786f8ae6090b1182eecdca5b88d2900ddfe", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/striim-infomedia-partner-bring-real-180000046.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T18:00:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "The partnership pairs Striim's real-time data streaming platform with Infomedia's deep knowledge and expertise in enterprise-grade databases and replication technologies, including Oracle and GoldenGate.", "tone_signals": ["Strategic partnership"], "company_focus": 0.86, "cross_listing": false, "entity_mapped": true, "freshness_pct": 12.7, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 0.4, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.017054, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.638, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 86, "evidence_strength": 37, "published_display": "27 Aug 2026 18:00", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "0.4", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.127}, {"url": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/oracle%E2%80%99s-ai-boom-triggers-a.html", "tier": "direct", "title": "Oracle\u2019s AI Boom Triggers a Thumbs-Up From Citi. Is It Time to Buy?", "topics": ["Earnings", "Earnings Growth"], "summary": "Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn\u2019t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday. Continue Reading", "age_days": 20.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "980709c47453f48583a0120cdff9d540c49604faeea3c853028299c7f1bbe4f9", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/oracle%E2%80%99s-ai-boom-triggers-a.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T17:22:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle\u2019s AI Boom Triggers a Thumbs-Up From Citi. Oracle stock is in a weird spot. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.007062, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.553, "provider_symbols": ["GSPC.INDX", "IXIC.INDX", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 33, "published_display": "27 Aug 2026 17:22", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-high-growth-162444516.html", "tier": "direct", "title": "Oracle Stock And 2 High Growth Picks Backed By Rising Credit Demand", "topics": ["AI", "Balance Sheet", "Cloud Computing", "Data Infrastructure", "Earnings", "Earnings Growth"], "summary": "Eurozone private sector credit growth is gaining pace, which points to households and businesses feeling more confident about borrowing for spending and investment. That kind of backdrop can support companies with healthy balance sheets and room to grow earnings. The Healthy high growth potential screener filters for exactly that mix. This article highlights 3 stocks from the screener that fit this theme and merit a closer look. The stocks covered in the article below are just a small sample, and the full screen surfaces 1,557 more companies with similarly compelling growth and quality profile", "age_days": 20.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0967908ef2bb18656d938469281c19b3dc2ca9678da10e7250de006abb340bf0", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-high-growth-162444516.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T16:24:44+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock And 2 High Growth Picks Backed By Rising Credit Demand", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.005769, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.461, "provider_symbols": ["AMLX.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE", "PLTR.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 31, "published_display": "27 Aug 2026 16:24", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/investors-are-missing.html", "tier": "direct", "title": "Investors Are Missing Oracle\u2019s AI Boom. Citi Says Buy.", "topics": ["Earnings Growth"], "summary": "Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn\u2019t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday. Continue Reading", "age_days": 20.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "70dfb9e8ff31fd7c8561b6961e907353c17f91e79970340ee528f7357454f343", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/m/49b8fa11-f706-3471-a72f-0d9eb4fa5af9/investors-are-missing.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T16:09:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Investors Are Missing Oracle\u2019s AI Boom. Oracle stock is in a weird spot. Enough is enough for Citi analyst Tyler Radke: He put a \u201cpositive catalyst watch\u201d on Oracle shares Thursday.", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.5, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.007012, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.553, "provider_symbols": ["GSPC.INDX", "IXIC.INDX", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 33, "published_display": "27 Aug 2026 16:09", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/prediction-oracle-ready-explore-price-150007376.html", "tier": "direct", "title": "Prediction: Oracle is Ready to Explore. Here\u2019s Our Price Target.", "topics": ["AI", "Cloud Computing", "Debt Equity", "Earnings", "Earnings Report", "Price Target"], "summary": "Quick Read Oracle (ORCL) carries a $638 billion AI backlog and trades 46% below our $210.72 BUY-rated price target. Oracle's 18x forward P/E undercuts Salesforce (CRM) at 23x while Microsoft (MSFT) outperformed ORCL by 27 percentage points year to date. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle touched an all-time high of $341.82 a year ago, collapsed to $114.50 earlier this summer, then ripped back 25.89% in the past month as investors reassess a $638 billion AI contract backlog. That reset is why Oracle (NYSE:ORCL) is ready t", "age_days": 21.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "0cdc8719b965b9523efb7511deb272f2621bac39d8406b1717f4fb0e6d2f4e7f", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/prediction-oracle-ready-explore-price-150007376.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T15:00:07+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Prediction: Oracle is Ready to Explore. Quick Read Oracle (ORCL) carries a $638 billion AI backlog and trades 46% below our $210.72 BUY-rated price target. Oracle's 18x forward P/E undercuts Salesforce (CRM) at 23x while Microsoft (MSFT) outperformed ORCL by 27 percentage points year to date. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle touched an all-time high of $341.82 a year ago, collapsed to $114.50 earlier this summer, then ripped back 25.89% in the past month as investors reassess a $638 billion AI contract backlog. That reset is why Oracle (NYSE:ORCL) is ready t", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.004653, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.451, "provider_symbols": ["CRM.US", "MSFT.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 15:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-fund-638b-backlog-143701574.html", "tier": "direct", "title": "Can Oracle Stock Fund a $638B Backlog Without Breaking Margins?", "topics": ["Capital Expenditures", "Cloud Infrastructure", "Debt Equity", "Margin Pressure", "Revenue Growth"], "summary": "Photo by StockSnap on Pixabay The supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own. Oracle (ORCL) used to tell investors that its cloud build was rationed by parts rather than by demand. That caveat has faded from the front of the story. In its place sits a construction program the company must fund before it can bill it. Same ticker, different bet: shares are down 36.0% over the past twelve months as the market weighs the sheer scale of the funding plan and near-term margin pressure against the surge in booked demand. In Early ", "age_days": 21.0, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "bd7afb7b31d696d0a266e6fcd0ede21a4805f8c1eeda67fc273865ea710c0a3e", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-fund-638b-backlog-143701574.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T14:37:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Can Oracle Stock Fund a $638B Backlog Without Breaking Margins? Oracle (ORCL) used to tell investors that its cloud build was rationed by parts rather than by demand.", "tone_signals": ["Margin pressure"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.5, "sentiment_pct": 47, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.004407, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 61, "model_confidence": 0.514, "provider_symbols": ["AMZN.US", "GOOG.US", "IBM.US", "MSFT.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "27 Aug 2026 14:37", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.114}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-industry-outlook-oracle-aci-083200971.html", "tier": "direct", "title": "Zacks Industry Outlook Oracle, ACI and Progress Software", "topics": ["AI", "Cloud Computing", "Cybersecurity", "Earnings", "Earnings Per Share", "Saas"], "summary": "For Immediate Release Chicago, IL \u2013 August 27, 2026 \u2013 Today, Zacks Equity Oracle Corp. ORCL, ACI Worldwide ACIW and Progress Software Corp. PRGS. Industry: Software Link: https://www.zacks.com/commentary/2980181/3-software-stocks-to-keep-an-eye-on-amid-industry-weakness ncertainty prevailing over global macroeconomic conditions continues to be concerning for the Zacks Computer Software industry participants, as this might upend IT budgets. The software industry remains highly competitive, particularly in artificial intelligence (AI) area, which can lead to pricing pressure that could impact ma", "age_days": 21.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "77e42efcdba2ef5beaa12dadf4bb3c4ea2aea5723e5a251c460edeae2e26e189", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-industry-outlook-oracle-aci-083200971.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T08:32:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Zacks Industry Outlook Oracle, ACI and Progress Software For Immediate Release Chicago, IL \u2013 August 27, 2026 \u2013 Today, Zacks Equity Oracle Corp.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.3, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.003976, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.4, "provider_symbols": ["ACIW.US", "ORCL.US", "ORCL01.ARCHIVE", "PRGS.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 08:32", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-still-trades-002323146.html", "tier": "direct", "title": "Oracle (ORCL) Stock Still Trades Like A Bargain Despite VA Deal Expansion", "topics": ["AI", "Cloud", "Earnings", "Share Price", "Shareholder", "Software"], "summary": "Oracle stock has delivered a 77.0% total return over the past five years, yet recent share price weakness this year sits alongside valuation checks that still point to it screening as cheap on several measures. With the stock last closing at US$148.87 and recent news flow focused on large cloud and AI related contracts, many investors are reassessing what a fair price looks like for Oracle today. Over five years Oracle has returned 77.0%, which places the current pullback into a longer context of meaningful shareholder gains. The expanded US$27b Veterans Affairs contract and broader cloud part", "age_days": 21.6, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "3319b93b3f7b9c8f81adb6508f73c35ef8e9d5d31f9e6744b0347d2146efd854", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-still-trades-002323146.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-27T00:23:23+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Stock Still Trades Like A Bargain Despite VA Deal Expansion Oracle stock has delivered a 77.0% total return over the past five years, yet recent share price weakness this year sits alongside valuation checks that still point to it screening as cheap on several measures. With the stock last closing at US$148.87 and recent news flow focused on large cloud and AI related contracts, many investors are reassessing what a fair price looks like for Oracle today. Over five years Oracle has returned 77.0%, which places the current pullback into a longer context of meaningful shareholder gains.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.004656, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.45, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "27 Aug 2026 00:23", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-2-citi-sees-200200848.html", "tier": "direct", "title": "Oracle Jumps 2% as Citi Sees 122% Upside", "topics": ["Cloud Infrastructure", "Earnings", "Earnings Report", "Enterprise Software", "Free Cash Flow", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure heavyweight, rallied approximately 1.9% to $147.50 Wednesday after Citi put the stock on a 90-day positive catalyst watch. The bank stuck with its buy rating and massive $330 target. Now the countdown is on: Oracle's next earnings report and October investor day must give investors a reason to believe the selloff went too far. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The demand story is already scr", "age_days": 21.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "24334b6824d7877bbeeb5330fcba0a8cffcf90d75222af5049d62148bb1eb9b7", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-2-citi-sees-200200848.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T20:02:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Jumps 2% as Citi Sees 122% Upside Oracle (NYSE:ORCL), the enterprise-software and cloud-infrastructure heavyweight, rallied approximately 1.9% to $147.50 Wednesday after Citi put the stock on a 90-day positive catalyst watch. Now the countdown is on: Oracle's next earnings report and October investor day must give investors a reason to believe the selloff went too far.", "tone_signals": ["Buy Rating", "Large positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 4.9, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.008621, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.662, "provider_symbols": ["C.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 40, "published_display": "26 Aug 2026 20:02", "direction_included": true, "sentiment_conflict": 0.303, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-jumps-citi-unleashes-173320013.html", "tier": "direct", "title": "Oracle Stock Jumps After Citi Unleashes 90-Day Catalyst Watch", "topics": ["AI", "Cloud", "Earnings", "Earnings Report", "Price Target"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) shares gained 3% on Wednesday after Citi placed the software company on a 90-day catalyst watch. Citi analyst Tyler Radke said the recent decline in Oracle shares may have created an opportunity for the company's cloud business to regain investor attention. He also reopened the firm's bullish view on Oracle Cloud. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. The analyst pointed to strong demand for artificial intelligence infrastructure as one potenti", "age_days": 21.9, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "baba36458478915210fa285c44bc5b28affd2a2a184262c7b32a6c5e22c75b24", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-jumps-citi-unleashes-173320013.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T17:33:20+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock Jumps After Citi Unleashes 90-Day Catalyst Watch Oracle (NYSE:ORCL) shares gained 3% on Wednesday after Citi placed the software company on a 90-day catalyst watch. Citi analyst Tyler Radke said the recent decline in Oracle shares may have created an opportunity for the company's cloud business to regain investor attention. He also reopened the firm's bullish view on Oracle Cloud.", "tone_signals": ["Positive market reaction", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.6, "sentiment_pct": 61, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000832, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.646, "provider_symbols": ["C.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 34, "published_display": "26 Aug 2026 17:33", "direction_included": true, "sentiment_conflict": 0.352, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-popped-today-145111982.html", "tier": "direct", "title": "Why Oracle Stock Popped Today", "topics": ["AI", "Debt", "Earnings", "Free Cash Flow", "Price Target"], "summary": "Oracle (NYSE: ORCL) stock jumped 4.5% through 9:50 a.m. ET Wednesday, and you can thank Citigroup for that. In a note covered on StreetInsider.com this morning, Citi argues that \"one of the most extreme dislocations and drawdowns in the stock's history\" has made Oracle stock a buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bbImage source: Oracle. Oracle's got problems F", "age_days": 22.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0c4e56d5818eb2ccf3cd258b272f1943b339083689432f9116726ec82cdcf27b", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/why-oracle-stock-popped-today-145111982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T14:51:11+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Why Oracle Stock Popped Today Oracle (NYSE: ORCL) stock jumped 4.5% through 9:50 a.m. In a note covered on StreetInsider.com this morning, Citi argues that \"one of the most extreme dislocations and drawdowns in the stock's history\" has made Oracle stock a buy. Continue \u00bbImage source: Oracle. Oracle's got problems F", "tone_signals": ["Positive market reaction", "Large positive market reaction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 11.4, "sentiment_pct": 63, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.024757, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.729, "provider_symbols": ["307.US", "MSFT.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 41, "published_display": "26 Aug 2026 14:51", "direction_included": true, "sentiment_conflict": 0.136, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/citi-sees-opportunity-oracle-one-124453448.html", "tier": "direct", "title": "Citi sees an opportunity in Oracle after \u2019one of the most extreme\u2019 stock drawdowns", "topics": ["Earnings", "Price Target", "Tech"], "summary": "Investing.com -- Citi opened a positive catalyst watch on Oracle (NYSE: ORCL) on Wednesday, telling investors that the software group's recent collapse has created an entry point ahead of results and its investor day in late October. The bank said it sees \"opportunity after one of the most extreme dislocations and drawdowns in the stock's history,\" driven by investor capitulation and technical selling factors including credit spreads and at-the-market equity issuance. Shares have underperformed nearly all large-cap technology peers by a wide margin over the past three months, with a peak-to-tr", "age_days": 22.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "55687bb418bf2a987451c2653eba02ca7ab180eabdee6713e9ef0e5c54796b9a", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/citi-sees-opportunity-oracle-one-124453448.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T12:44:53+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Citi sees an opportunity in Oracle after \u2019one of the most extreme\u2019 stock drawdowns Investing.com -- Citi opened a positive catalyst watch on Oracle (NYSE: ORCL) on Wednesday, telling investors that the software group's recent collapse has created an entry point ahead of results and its investor day in late October.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 4.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00399, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.45, "provider_symbols": ["C.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:44", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://seekingalpha.com/news/4636969-oracle-rises-as-citi-adds-90-day-catalyst-watch?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "tier": "direct", "title": "Oracle rises as Citi adds 90-day catalyst watch", "topics": ["AI", "Cloud", "Earnings", "Estimate Revisions", "Price Target"], "summary": "[Oracle Corporation] Mesut Dogan * Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) shares rose 1.2% in premarket trading on Wednesday as Citi added a 90-day catalyst watch to the IT giant. * \u201cWe are opening a positive catalyst watch and revisiting the Oracle Cloud bull case,\u201d Citi analyst Tyler Radke wrote in a note to clients. \u201cWe see opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors (credit spreads, ATM issuance). We believe shares can work as continued robust AI demand tren", "age_days": 22.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "6b2aed564a26c082eed186dd9a2722cea64e63cd552418da0e7509ac8cfa37e9", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "publisher", "source_link": "https://seekingalpha.com/news/4636969-oracle-rises-as-citi-adds-90-day-catalyst-watch?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-26T12:29:22+00:00", "source_names": ["seekingalpha.com"], "target_scope": "Oracle rises as Citi adds 90-day catalyst watch [Oracle Corporation] Mesut Dogan * Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) shares rose 1.2% in premarket trading on Wednesday as Citi added a 90-day catalyst watch to the IT giant. * \u201cWe are opening a positive catalyst watch and revisiting the Oracle Cloud bull case,\u201d Citi analyst Tyler Radke wrote in a note to clients.", "tone_signals": ["Positive analyst conviction"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.6, "sentiment_pct": 56, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000707, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.549, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:29", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/article/oracles-historic-stock-rout-could-be-a-buying-opportunity-121656990.html", "tier": "direct", "title": "Oracle's historic stock rout could be a buying opportunity", "topics": ["AI", "Cloud Computing", "Earnings", "Estimate Revisions", "Growth Rate", "Price Target"], "summary": "Citi is sticking its neck out on the beaten-up stock price of cloud computing giant Oracle (ORCL) after an epic 12-month sell-off of close to 40%. In a note on Wednesday, analyst Tyler Radke opened a \"positive catalyst watch\" on the stock. His $330 price target remains unchanged. \"We see opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors (credit spreads, ATM issuance),\" Radke wrote. \"We believe shares can work as continued robust AI demand trends and margin/pricing read-throughs fro", "age_days": 22.1, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "c6435a4be9be2cff427dd71bcbc65b8c767f5a68629b99e681616fc5233a3b7d", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/article/oracles-historic-stock-rout-could-be-a-buying-opportunity-121656990.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T12:16:56+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle's historic stock rout could be a buying opportunity Citi is sticking its neck out on the beaten-up stock price of cloud computing giant Oracle (ORCL) after an epic 12-month sell-off of close to 40%.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 4.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.003811, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.431, "provider_symbols": ["AMZN.US", "GOOG.US", "GOOGL.US", "MSFT.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "26 Aug 2026 12:16", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-growth-picks-043801665.html", "tier": "direct", "title": "Oracle Stock And 2 Growth Picks With Strong Earnings Potential", "topics": ["Balance Sheet", "Biotech", "Cloud Computing", "Earnings", "Earnings Growth", "Free Cash Flow"], "summary": "Germany's Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting for investors looking for earnings momentum combined with balance sheet discipline. This article examines three stocks from the Healthy high growth potential screener and explains why this blend of growth and financial strength may be appealing at this point. The stocks covered below are only a first sample from this idea. The full screen surfaced 283 more companies with similarly strong growth exp", "age_days": 22.4, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "9ce4176b1bb70342c1fa488d7b29e3d18595e0a245745bcee9954287b3515b92", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-stock-2-growth-picks-043801665.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T04:38:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Stock And 2 Growth Picks With Strong Earnings Potential", "tone_signals": ["Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 4.5, "sentiment_pct": 70, "evidence_basis": "archived_article", "evidence_share": 0.2, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.008855, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 77, "model_confidence": 0.66, "provider_symbols": ["AMLX.US", "IOVA.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 46, "published_display": "26 Aug 2026 04:38", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.2", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-secures-17-billion-010649567.html", "tier": "direct", "title": "Oracle (ORCL) Secures $17 Billion VA Contract Expansion For Health Records", "topics": ["AI", "Cloud Computing", "Digital Health"], "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Oracle (NYSE: ORCL) secured a major expansion of its contract with the U.S. Department of Veterans Affairs for Oracle Health's electronic health record system, adding a potential US$17b in value. The expanded agreement extends the rollout timeline for the VA's electronic health record system, increasing Oracle's exposure to a large U.S. government healthcare client. The contract expansion highlights Oracle's growing role in digital health infrastructure for major U.S. institu", "age_days": 22.5, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "0fcc3e7d4fbd55164b4d36dbd34dca89c9c9d344b5d3ffec5de744b81ade4b9f", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-orcl-secures-17-billion-010649567.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-26T01:06:49+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Secures $17 Billion VA Contract Expansion For Health Records Oracle (NYSE: ORCL) secured a major expansion of its contract with the U.S. Department of Veterans Affairs for Oracle Health's electronic health record system, adding a potential US$17b in value. The expanded agreement extends the rollout timeline for the VA's electronic health record system, increasing Oracle's exposure to a large U.S. The contract expansion highlights Oracle's growing role in digital health infrastructure for major U.S.", "tone_signals": ["Contract or approval won"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 10.7, "sentiment_pct": 74, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.024366, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.707, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 52, "published_display": "26 Aug 2026 01:06", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-638-billion-backlog-194801100.html", "tier": "direct", "title": "Oracle Jumps as $638 Billion Backlog Outruns Cash Burn", "topics": ["Cloud Computing", "Debt", "Earnings", "Tech", "Treasuries"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database-software and cloud-infrastructure heavyweight, jumped approximately 1.5% to $144.56 Tuesday morning as falling Treasury yields eased the pressure on debt-fueled AI spending. The rebound is welcome. But one green session does not erase the gigantic price tag behind Oracle's cloud expansion. Oracle's fiscal fourth-quarter results showed exactly why investors are excitedand nervous. Cloud revenue surged 47% to $9.9 billion, while infrastructure revenue exploded 93% to $5.8 billion. Remaining performance obligations reached", "age_days": 22.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "positive", "story_key": "200ecc4f5e827ef3a2d2f6948b10bc580d188ab5e7c4bbcccd9d4b231041b49d", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-jumps-638-billion-backlog-194801100.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-25T19:48:01+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Jumps as $638 Billion Backlog Outruns Cash Burn Oracle (NYSE:ORCL), the database-software and cloud-infrastructure heavyweight, jumped approximately 1.5% to $144.56 Tuesday morning as falling Treasury yields eased the pressure on debt-fueled AI spending. But one green session does not erase the gigantic price tag behind Oracle's cloud expansion. Oracle's fiscal fourth-quarter results showed exactly why investors are excitedand nervous.", "tone_signals": ["Large positive market reaction", "Operating growth"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 10.5, "sentiment_pct": 64, "evidence_basis": "archived_article", "evidence_share": 0.5, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.02322, "influence_label": "Medium", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 85, "model_confidence": 0.659, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 41, "published_display": "25 Aug 2026 19:48", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0.5", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-declines-more-market-214502575.html", "tier": "direct", "title": "Oracle (ORCL) Declines More Than Market: Some Information for Investors", "topics": ["Earnings", "Earnings Growth", "Earnings Release", "Estimate Revisions", "Price Target", "Tech"], "summary": "Oracle (ORCL) closed the most recent trading day at $142.45, moving -2.74% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.28%. At the same time, the Dow added 0.26%, and the tech-heavy Nasdaq lost 0.77%. Shares of the software maker have appreciated by 27.38% over the course of the past month, outperforming the Computer and Technology sector's gain of 1.04%, and the S&P 500's gain of 2.31%. The upcoming earnings release of Oracle will be of great interest to investors. The company is predicted to post an EPS of $1.72, indicating a 17.01% gr", "age_days": 23.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "negative", "story_key": "5c232e27c625d2c27658345afc67fb45a78c9230ba493c9239ec2a31a3778d00", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-declines-more-market-214502575.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-24T21:45:02+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Declines More Than Market: Some Information for Investors Oracle (ORCL) closed the most recent trading day at $142.45, moving -2.74% from the previous trading session. The upcoming earnings release of Oracle will be of great interest to investors.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 3.8, "sentiment_pct": 43, "evidence_basis": "archived_article", "evidence_share": 0.1, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.003687, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.433, "provider_symbols": ["DJI.INDX", "GSPC.INDX", "IXIC.INDX", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 31, "published_display": "24 Aug 2026 21:45", "direction_included": true, "sentiment_conflict": 0.39, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-amazon-better-ai-201300850.html", "tier": "direct", "title": "Oracle vs. Amazon: Which Is the Better AI Cloud Stock to Own for the Next 5 Years?", "topics": ["AI", "Capex", "Cloud Computing", "Earnings", "Free Cash Flow", "Growth Rate"], "summary": "When it comes to cloud stocks, Oracle (NYSE: ORCL) and Amazon (NASDAQ: AMZN) are among the industry's leaders. Oracle's surging backlog initially lifted its stock, but the scope of its relationship with OpenAI cast doubt on the security of much of that future expected business. In contrast, Amazon pioneered and continues to lead the cloud industry, though it faces increasing competition from companies building AI-specific cloud environments. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the fir", "age_days": 24.7, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "9684eacfc8590aa630a6241f784f3159a72df1ef983d3c8de62a6733406d98a8", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-amazon-better-ai-201300850.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-23T20:13:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle vs. When it comes to cloud stocks, Oracle (NYSE: ORCL) and Amazon (NASDAQ: AMZN) are among the industry's leaders. Oracle's surging backlog initially lifted its stock, but the scope of its relationship with OpenAI cast doubt on the security of much of that future expected business.", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 3.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.002638, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.432, "provider_symbols": ["AMZN.US", "NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "23 Aug 2026 20:13", "direction_included": false, "sentiment_conflict": 0.195, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-starts-pr-push-001725431.html", "tier": "direct", "title": "Oracle (ORCL) Starts PR Push For Project Jupiter AI Data Center", "topics": ["AI Infrastructure", "Regulation", "Tech"], "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider con", "age_days": 26.6, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "32c6b3f28ead4a4b62eb327835259d60b85973247f16becb604b5c298120a27f", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-orcl-starts-pr-push-001725431.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-22T00:17:25+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle (ORCL) Starts PR Push For Project Jupiter AI Data Center Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider con", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.0, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 6e-06, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.795492, "archive_provider": "eodhd", "event_confidence": 35, "model_confidence": 0.45, "provider_symbols": ["NVDA.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "22 Aug 2026 00:17", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/healthcare/articles/oracles-va-contract-just-got-194125319.html", "tier": "direct", "title": "Oracle's VA Contract Just Got $17 Billion Bigger", "topics": ["Government Contracts", "Price Target", "Saas", "Software"], "summary": "This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) has just received a significantly larger opportunity with the Department of Veterans Affairs. The VA boosted the maximum on Oracle Healths electronic health record contract by roughly $17 billion to approximately $27 billion.Thats a big figure, but with an essential caveat. Oracle wont see $17 billion right away. The boost just provides the VA with greater flexibility for awarding contracts as the rollout proceeds. And there is much to do.Only 14 of the VAs 164 medical centers are live on the federal EHR system, and most", "age_days": 26.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "e6f1fd9509358dacf828233b4b3548bf80bb26e1cefd52f3d5ab5154f0e6ddf4", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracles-va-contract-just-got-194125319.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-21T19:41:25+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle's VA Contract Just Got $17 Billion Bigger Oracle Corp. The VA boosted the maximum on Oracle Healths electronic health record contract by roughly $17 billion to approximately $27 billion.Thats a big figure, but with an essential caveat. Oracle wont see $17 billion right away.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.2, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.000153, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.45, "provider_symbols": ["ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "21 Aug 2026 19:41", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-corporation-orcl-vs-amazon-225036836.html", "tier": "direct", "title": "Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?", "topics": ["AI Infrastructure", "Balance Sheet", "Cloud Computing", "Enterprise Software", "Financial Analysis", "Free Cash Flow"], "summary": "On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availability of Oracle Exadata Database Service on Exascale Infrastructure via Oracle AI Database@AWS. The joint offering brings Exadata-grade performance and pay-per-use economics to enterprise workloads across 22 AWS regions worldwide, enabling customers to run core Oracle databases right alongside AWS analytics and generative AI services without moving or duplicating data. While the partnership reflects ", "age_days": 27.6, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "18be48f1b452555bcfc43a5536e0c73947d9602557c71e769accc17fe4e25055", "event_type": "liquidity", "tier_label": "Direct company coverage", "event_label": "Balance sheet", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-corporation-orcl-vs-amazon-225036836.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-20T22:50:36+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Corporation (ORCL) vs. On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. The marquee news was the general availability of Oracle Exadata Database Service on Exascale Infrastructure via Oracle AI Database@AWS. The joint offering brings Exadata-grade performance and pay-per-use economics to enterprise workloads across 22 AWS regions worldwide, enabling customers to run core Oracle databases right alongside AWS analytics and generative AI services without moving or duplicating data.", "tone_signals": [], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 6.5, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.00431, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 53, "model_confidence": 0.4, "provider_symbols": ["AMZN.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 0, "published_display": "20 Aug 2026 22:50", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.168}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-makes-fresh-ai-push-191144816.html", "tier": "direct", "title": "Oracle Makes Fresh AI Push Into Healthcare", "topics": ["Acquisition", "Artificial Intelligence", "Cloud Computing", "Healthcare"], "summary": "This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is expanding artificial intelligence deeper into healthcare workflows, adding automated coding, chart review and clinician-controlled dictation to its Clinical AI Agent as the software giant tries to make its healthcare platform a more valuable part of its fast-growing cloud ecosystem. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Oracle Health, built largely around the company's $28.3 billion acquisition of Cerner, sells electronic health-record and c", "age_days": 28.8, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "cf7420224289c3634e423549ef122883fade98643619edfe2c4e36257e3041b3", "event_type": "deals", "tier_label": "Direct company coverage", "event_label": "Deals and strategy", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-makes-fresh-ai-push-191144816.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T19:11:44+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Makes Fresh AI Push Into Healthcare Oracle (NYSE:ORCL) is expanding artificial intelligence deeper into healthcare workflows, adding automated coding, chart review and clinician-controlled dictation to its Clinical AI Agent as the software giant tries to make its healthcare platform a more valuable part of its fast-growing cloud ecosystem. Oracle Health, built largely around the company's $28.3 billion acquisition of Cerner, sells electronic health-record and c", "tone_signals": ["Negative financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 5.8, "sentiment_pct": 46, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.005177, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 77, "model_confidence": 0.47, "provider_symbols": ["ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 19:11", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-price-prediction-638-billion-150006427.html", "tier": "direct", "title": "Oracle Price Prediction: Can Its $638 Billion Backlog Send The Stock Back Toward $250?", "topics": ["AI", "Cloud", "Earnings", "Financials", "Free Cash Flow", "Price Target"], "summary": "Quick Read ORCL has shed 40% over the past year yet carries a $638 billion RPO backlog, supporting our $213 price target with 45% upside. Microsoft's $678 billion RPO nearly matches Oracle's despite an 8x larger market cap, while IBM's $12.5 billion AI book is orders of magnitude smaller. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the names FREE today. Oracle's (NYSE:ORCL) remaining performance obligations vaulted to $638 billion in Q4 FY2026, an unprecedented backlog that reframes the investment case. Yet the stock tra", "age_days": 29.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "06a89c3c60a39b83dae0965f8c047297adf8a840fe17bf8ae5edb7d9118fa07b", "event_type": "analyst", "tier_label": "Direct company coverage", "event_label": "Analyst action", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-price-prediction-638-billion-150006427.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T15:00:06+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Price Prediction: Can Its $638 Billion Backlog Send The Stock Back Toward $250? Microsoft's $678 billion RPO nearly matches Oracle's despite an 8x larger market cap, while IBM's $12.5 billion AI book is orders of magnitude smaller. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Oracle's (NYSE:ORCL) remaining performance obligations vaulted to $638 billion in Q4 FY2026, an unprecedented backlog that reframes the investment case.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.1, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 8.4e-05, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.45, "provider_symbols": ["IBM.US", "MSFT.US", "NVDA.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 15:00", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-enterprise-ai-145400793.html", "tier": "direct", "title": "Oracle vs. Microsoft: Which Enterprise AI Stock Is the Better Buy?", "topics": ["AI", "Cloud", "Earnings", "Enterprise Technology", "Guidance", "Operating Income"], "summary": "Oracle ORCL and Microsoft MSFT are established enterprise technology providers, both embedding artificial intelligence (AI) into cloud and productivity platforms. Oracle's database franchise anchors Oracle Cloud Infrastructure, while Microsoft's Azure and Copilot ecosystem builds on its enterprise computing dominance. Both companies recently posted record fourth-quarter fiscal 2026 results, disclosed aggressive new AI capex plans and issued bullish forward guidance tied to cloud and AI demand. Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a b", "age_days": 29.0, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "5e83e714b538819c0b286af1e366548ea1413c023a76c4c55e84d195f4112d39", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-microsoft-enterprise-ai-145400793.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T14:54:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle vs. Oracle ORCL and Microsoft MSFT are established enterprise technology providers, both embedding artificial intelligence (AI) into cloud and productivity platforms. Oracle's database franchise anchors Oracle Cloud Infrastructure, while Microsoft's Azure and Copilot ecosystem builds on its enterprise computing dominance.", "tone_signals": ["Positive financial language"], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 1.8, "sentiment_pct": 55, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.001851, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 53, "model_confidence": 0.472, "provider_symbols": ["MSFT.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 14:54", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/healthcare/articles/oracle-health-expands-clinical-ai-120200760.html", "tier": "direct", "title": "Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review", "topics": ["AI", "Automation", "Clinical Workflows", "Healthcare"], "summary": "New AI capabilities help clinicians document faster, streamline professional fee coding, and surface relevant patient context AUSTIN, Texas, Aug. 19, 2026 /PRNewswire/ -- Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical documentation, coding, and chart review workflows. The new capabilities automate professional fee coding for ambulatory workflows, enable physicians to dictate directly into clinical documentation, and assist with chart review by surfacing clinically relevant context across the patient ", "age_days": 29.1, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "positive", "story_key": "8de75978dac5800e2e5c219dd5efc602494d17106c36d564e67954226f520841", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/healthcare/articles/oracle-health-expands-clinical-ai-120200760.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T12:02:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review 19, 2026 /PRNewswire/ -- Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical documentation, coding, and chart review workflows.", "tone_signals": ["Positive financial language"], "company_focus": 0.78, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.0, "sentiment_pct": 57, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 2e-06, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.461, "provider_symbols": ["ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 78, "evidence_strength": 25, "published_display": "19 Aug 2026 12:02", "direction_included": true, "sentiment_conflict": 0.0, "company_focus_label": "Shared story", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.1281}, {"url": "https://finance.yahoo.com/technology/ai/articles/ai-really-responsible-recent-job-100003351.html", "tier": "direct", "title": "Is AI really responsible for recent job cuts?", "topics": [], "summary": "Lindsay worked at Oracle for more than a decade and was \u201cdeeply passionate\u201d about her job as a strategist. So learning by email one morning PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "age_days": 29.2, "is_stale": false, "provider": "eodhd", "providers": ["eodhd"], "sentiment": "negative", "story_key": "6cae8dad53bd7ea5566b642f6b0ac594a58b9e3c3b791f17f6a3d934df11b4a9", "event_type": "general", "tier_label": "Direct company coverage", "event_label": "Market update", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-really-responsible-recent-job-100003351.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T10:00:03+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Lindsay worked at Oracle for more than a decade and was \u201cdeeply passionate\u201d about her job as a strategist.", "tone_signals": ["Operational disruption"], "company_focus": 0.86, "cross_listing": false, "entity_mapped": true, "freshness_pct": 0.0, "sentiment_pct": 35, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 4e-06, "influence_label": "Low", "provider_symbol": "ORCL.US", "relevance_score": 0.9, "archive_provider": "", "event_confidence": 35, "model_confidence": 0.542, "provider_symbols": ["ORCL.US"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 86, "evidence_strength": 35, "published_display": "19 Aug 2026 10:00", "direction_included": true, "sentiment_conflict": 0.269, "company_focus_label": "Company discussed", "source_link_is_lookup": false, "evidence_share_display": "<0.1", "target_provider_symbol": "ORCL.US", "provider_directional_mass": 0.0}, {"url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-oracle-084500403.html", "tier": "direct", "title": "The Zacks Analyst Blog Highlights Oracle, Microsoft, Amazon and Alphabet", "topics": ["AI", "Cloud", "Debt", "Earnings", "Earnings Per Share", "Fourth Quarter"], "summary": "For Immediate Release Chicago, IL \u2013 August 19, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Oracle Corp. ORCL, Microsoft MSFT, Amazon AMZN and Alphabet GOOGL. Here are highlights from Tuesday's Analyst Blog: Should You Buy Oracle Stock Despite Its Big AI Datacenter Bet? Oracle Corp. has turned itself into one of the most talked-about names in enterprise technology, largely because of the scale of", "age_days": 29.2, "is_stale": false, "provider": "archive", "providers": ["archive"], "sentiment": "neutral", "story_key": "7ccc43f33ffc85814c459a1e0a946a50539095d6f29a687e5c9de636519e8775", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-oracle-084500403.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-19T08:45:00+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "The Zacks Analyst Blog Highlights Oracle, Microsoft, Amazon and Alphabet Stocks recently featured in the blog include: Oracle Corp. Here are highlights from Tuesday's Analyst Blog: Should You Buy Oracle Stock Despite Its Big AI Datacenter Bet? Oracle Corp.", "tone_signals": [], "company_focus": 1.0, "cross_listing": false, "entity_mapped": true, "freshness_pct": 1.7, "sentiment_pct": 50, "evidence_basis": "archived_article", "evidence_share": 0.0, "score_included": true, "duplicate_count": 1, "durable_archive": true, "evidence_weight": 0.001313, "influence_label": "None", "provider_symbol": "ORCL.US", "relevance_score": 0.78, "archive_provider": "eodhd", "event_confidence": 61, "model_confidence": 0.4, "provider_symbols": ["AMZN.US", "GOOG.US", "GOOGL.US", "MSFT.US", "ORCL-PD.US", "ORCL.US", "ORCL01.ARCHIVE"], "sentiment_origin": "stored_reclassified", "company_focus_pct": 100, "evidence_strength": 0, "published_display": "19 Aug 2026 08:45", "direction_included": false, "sentiment_conflict": 0.0, "company_focus_label": "Main company", "source_link_is_lookup": false, "evidence_share_display": "0", "target_provider_symbol": "ORCL01.ARCHIVE", "provider_directional_mass": null}, {"url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-fairly-valued-expanded-200842719.html", "tier": "direct", "title": "Is Oracle (ORCL) Fairly Valued On Its Expanded AWS AI Database Tie Up?", "topics": ["AI", "Balance Sheet", "Debt", "Earnings", "Share Price", "Shareholder"], "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Oracle (ORCL) stock drew fresh attention after the company expanded its long term collaboration with Amazon Web Services to speed customer adoption of Oracle AI Database@AWS, a move that ties its database business more tightly into AWS ecosystems. See our latest analysis for Oracle. Despite a series of AI focused announcements in August, including new Oracle Fusion Agentic Applications and a quantum partnership, Oracle's recent 30 day share price return of 16.01% comes after ", "age_days": 29.7, "is_stale": false, "provider": "eodhd", "providers": ["archive", "eodhd"], "sentiment": "neutral", "story_key": "93017210e38fc61153f1864fb35389c5bcfcffb717775c50ad87c9ef9fe264da", "event_type": "earnings", "tier_label": "Direct company coverage", "event_label": "Earnings", "source_kind": "aggregator", "source_link": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-fairly-valued-expanded-200842719.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-18T20:08:42+00:00", "source_names": ["finance.yahoo.com"], "target_scope": "Is Oracle (ORCL) Fairly Valued On Its Expanded AWS AI Database Tie Up? Oracle (ORCL) stock drew fresh attention after the company expanded its long term collaboration with Amazon Web Services to speed customer adoption of Oracle AI Database@AWS, a move that ties its database business more tightly into AWS ecosystems. See our latest analysis for Oracle. 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"supporting": [{"label": "Direct evidence", "text": "162 current stories are mapped specifically to ORCL01."}, {"label": "Source breadth", "text": "The score uses 6 publishers rather than depending on one outlet."}, {"label": "Story agreement", "text": "The current stories agree at 79/100."}], "tempering": [], "supporting_heading": "What supports the score", "tempering_heading": "What limits the score", "latest_observation": {"url": "https://finance.yahoo.com/technology/articles/argano-advances-oracle-cloud-capabilities-133000286.html", "tier": "direct", "title": "Argano Advances Oracle Cloud Capabilities with Acquisition of GoSaaS", "topics": ["AI Transformation", "M A", "Oracle Cloud", "Product Lifecycle Management", "Supply Chain Management"], "summary": "Fourteenth acquisition since launch of Argano's 2025-2026 strategic growth initiative expands Oracle Cloud capabilities across the product and supply chain lifecycle PLANO, Texas, September 17, 2026--(BUSINESS WIRE)--Argano, the world's first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of GoSaaS, Inc. 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