Oracle$ORCL
22 research articles
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Research Articles
2025 AI Diffusion Export Controls - Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Oracle ($ORCL) • By SemiAnalysis • 2025-01-15
How Oracle Is Winning the AI Compute Market
Oracle ($ORCL) • By SemiAnalysis • 2025-06-30
Research|ORCL:Stargate Progress and Oracle's $30Bn Deal
Oracle ($ORCL) • By FUNDA • 2025-07-03
Oracle & Nebius Are Breaking AI Expectations
Oracle ($ORCL) • By The Pragmatic Optimist • 2025-09-10
Oracle and the AI Buildout: The Conversation Is Too Narrow
Oracle ($ORCL) • By A Peek Behind the Numbers • 2026-01-27
BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
Oracle ($ORCL) • By The Disruptive Investor • 2026-04-14
Oracle
Oracle ($ORCL) • By MBI Deep Dives • 2024-11-25
Oracle: Ellison's Voyage to Software and Beyond
Oracle ($ORCL) • By MBI Deep Dives • 2024-11-25
Oracle has changed everything: AI Infrastructure is going nuclear with Inferencing (well beyond the $3-4tn TAM)
Oracle ($ORCL) • By Crack The Market • 2025-09-10
Oracle: The Oracle of the AI Age
Oracle ($ORCL) • By Crack The Market • 2025-09-27
Oracle's Q2 26 earnings: The AI Infrastructure Debate Heats Up
Oracle ($ORCL) • By Crack The Market • 2025-12-14
Oracle Q1 '24 Earnings Recap
Oracle ($ORCL) • By The Investor's Edge • 2023-09-18
The Oracle and OXY: "The World Has Changed"
Oracle ($ORCL) • By TSOH Investment Research • 2022-07-18
Stock of the Week: Oracle, the New Hyperscaler
Oracle ($ORCL) • By Quality Stocks • 2025-09-16
Stock of the Week: Oracle - a Canary in the Coal Mine
Oracle ($ORCL) • By Quality Stocks • 2025-12-18
AI Skepticism & Oracle's Big Risk
Oracle ($ORCL) • By Eagle Point Capital • 2025-09-13
Oracle Corporation – A fiscal Q3 earnings review (Buy Rating)
Oracle ($ORCL) • By Rijnberk Investinsights • 2024-03-24
Oracle Corporation – Its cloud computing edge is finally materializing
Oracle ($ORCL) • By Rijnberk Investinsights • 2024-06-16
Oracle Corporation - Is the hype justified, or is it time to take profits? [Stock Analysis]
Oracle ($ORCL) • By Rijnberk Investinsights • 2024-10-05
Oracle Corporation – This business has transformed into a long-term winner
Oracle ($ORCL) • By Rijnberk Investinsights • 2024-12-17