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Oracle

22 research articles

Research Articles

2025 AI Diffusion Export Controls - Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions

Oracle • By SemiAnalysis • 2025-01-15

How Oracle Is Winning the AI Compute Market

Oracle • By SemiAnalysis • 2025-06-30

Research|ORCL:Stargate Progress and Oracle's $30Bn Deal

Oracle • By FUNDA • 2025-07-03

Oracle & Nebius Are Breaking AI Expectations

Oracle • By The Pragmatic Optimist • 2025-09-10

Oracle and the AI Buildout: The Conversation Is Too Narrow

Oracle • By A Peek Behind the Numbers • 2026-01-27

BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING

Oracle • By The Disruptive Investor • 2026-04-14

Oracle

Oracle • By MBI Deep Dives • 2024-11-25

Oracle: Ellison's Voyage to Software and Beyond

Oracle • 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 • By Crack The Market • 2025-09-10

Oracle: The Oracle of the AI Age

Oracle • By Crack The Market • 2025-09-27

Oracle's Q2 26 earnings: The AI Infrastructure Debate Heats Up

Oracle • By Crack The Market • 2025-12-14

Oracle Q1 '24 Earnings Recap

Oracle • By The Investor's Edge • 2023-09-18

The Oracle and OXY: "The World Has Changed"

Oracle • By TSOH Investment Research • 2022-07-18

Stock of the Week: Oracle, the New Hyperscaler

Oracle • By Quality Stocks • 2025-09-16

Stock of the Week: Oracle - a Canary in the Coal Mine

Oracle • By Quality Stocks • 2025-12-18

AI Skepticism & Oracle's Big Risk

Oracle • By Eagle Point Capital • 2025-09-13

Oracle Corporation – A fiscal Q3 earnings review (Buy Rating)

Oracle • By Rijnberk Investinsights • 2024-03-24

Oracle Corporation – Its cloud computing edge is finally materializing

Oracle • By Rijnberk Investinsights • 2024-06-16

Oracle Corporation - Is the hype justified, or is it time to take profits? [Stock Analysis]

Oracle • By Rijnberk Investinsights • 2024-10-05

Oracle Corporation – This business has transformed into a long-term winner

Oracle • By Rijnberk Investinsights • 2024-12-17

Bloomberg NewsBusiness BreakdownsAlphaSenseEquity MatesAlessandro (Macro Strategist)BaFin - Managers' transactionsCapital Employed FMBizTocCapital AllocatorsAmibrokerBurak FinanceA Peek Behind the NumbersAtom Finance41investmentsBenzingaAsian Century StocksBeyondSPXCapital CyclistsBloomberg TerminalBos InvestBest Anchor StocksFoundersBehind the Balance SheetAlluvialBase Hit InvestingAcquiredChit Chat StocksBehind the Balance SheetFresh InvestBeehiivBloomberg NewsBusiness BreakdownsAlphaSenseEquity MatesAlessandro (Macro Strategist)BaFin - Managers' transactionsCapital Employed FMBizTocCapital AllocatorsAmibrokerBurak FinanceA Peek Behind the NumbersAtom Finance41investmentsBenzingaAsian Century StocksBeyondSPXCapital CyclistsBloomberg TerminalBos InvestBest Anchor StocksFoundersBehind the Balance SheetAlluvialBase Hit InvestingAcquiredChit Chat StocksBehind the Balance SheetFresh InvestBeehiivBloomberg NewsBusiness BreakdownsAlphaSenseEquity MatesAlessandro (Macro Strategist)BaFin - Managers' transactionsCapital Employed FMBizTocCapital AllocatorsAmibrokerBurak FinanceA Peek Behind the NumbersAtom Finance41investmentsBenzingaAsian Century StocksBeyondSPXCapital CyclistsBloomberg TerminalBos InvestBest Anchor StocksFoundersBehind the Balance SheetAlluvialBase Hit InvestingAcquiredChit Chat StocksBehind the Balance SheetFresh InvestBeehiiv