Analysts at Evercore ISI highlighted names like Microsoft NASDAQ: MSFT and Salesforce NYSE: CRM as most resilient in the face of potential spending slowdowns, listing Oracle NYSE: ORCL among those most exposed. Oracle TodayORCLOracle$132.26 -1.09 (-0.81%) 52-Week Range$112.78▼$198.31Dividend Yield1.51%P/E Ratio32.34Price Target$178.65Add to WatchlistHowever, the company’s rapidly changing business model and position in AI make it more resilient than first glance will suggest. Get Oracle alerts:The cloud sh ...

Group 1 - Stocks have recovered some losses from the post-Liberation Day period, indicating a potential rebound in the market [1] - Valuations in the tech sector are described as compelling, suggesting attractive investment opportunities [1] - The investment philosophy of buying great companies at fair prices is highlighted, aligning with current market conditions [1] Group 2 - The article emphasizes the importance of evidence-based narratives and empirical data in financial communication [1] - There is a focus on thematic investing and macro drivers of various asset classes, including stocks, bonds, commodities, currencies, and crypto [1] - The content aims to make financial data relevant and accessible to everyday investors through engaging storytelling [1]

Group 1 - Extreme stock and bond market volatility is viewed as a potential opportunity rather than a cause for concern, especially after years of calm and high valuations in the market [1] - The author has extensive experience in covering technology companies and has been involved with startups, providing insights into current industry themes [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [2][3]

Oracle was positioned highest for its Ability to Execute and furthest for its Completeness of VisionAUSTIN, Texas, April 10, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Transportation Management Systems for Oracle Fusion Cloud Transportation Management. This marks the 18th time Oracle has been named a Leader in this report and in this year's edition, Oracle was positioned highest for its Ability to Execute and furthest for its Completeness of Vision. A copy o ...

Oracle (ORCL) faces mounting security challenges that could significantly impact its market position and investor confidence. After two confirmed security breaches within a single month, questions arise about the company's ability to protect sensitive client data while simultaneously addressing lackluster financial performance.Multiple Security Breaches Raise Red FlagsAccording to recent reports, Oracle has informed customers about a second cybersecurity breach where hackers stole client login credentials. ...

Oracle has been positioned furthest to the right for Completeness of Vision and ranked highest for Extended AI Innovations Use Case in new Gartner reportsAUSTIN, Texas, April 9, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites for Oracle Fusion Cloud Recruiting and Oracle Fusion Cloud Recruiting Booster. In further recognition of its talent acquisition capabilities, Oracle was also the highest-ranked vendor for Extended AI In ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?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 1.72, on a sca ...

For the first time, Google Cloud and Oracle partners will have the ability to purchase Oracle Database@Google Cloud from the Google Cloud Marketplace via a private offer and resell it to their customers. In addition, technology partners can soon be able to include Oracle Database@Google Cloud in their solutions and services offerings. Available within the next 12 months, the new partner program is planned to be open to partners that are members of both the Google Cloud Partner Advantage program and the Orac ...

Group 1: Stock Performance and Technical Analysis - Oracle stock is currently priced at $127.16, significantly below its 50-day simple moving average (SMA) of $158.48 and 200-day SMA of $160.27, indicating a bearish trend with a "death cross" formation [1] - Despite a brief 3.83% increase on Tuesday, Oracle stock is down over 20% year-to-date and has lost more than 11% in the past month, with the share price trading under its eight, 20, and 50-day SMAs [2] - The Relative Strength Index (RSI) for Oracle stock is at 29.30, suggesting it is oversold, while a Moving Average Convergence Divergence (MACD) of -7.86 reinforces the bearish sentiment [3] Group 2: Cloud Business and Market Position - Cantor Fitzgerald has reaffirmed an 'Overweight' rating for Oracle, highlighting its expanding presence in cloud infrastructure, although it remains in a competitive third tier behind Amazon Web Services and Microsoft Azure [4] - Oracle's cloud strategy relies on its GPU hardware capabilities and aggressive discounting to attract customers, but Wall Street is not anticipating immediate returns from these efforts [5] Group 3: Financial Metrics - Oracle maintains a substantial market capitalization of $368 billion and a gross profit margin of 71.12%, indicating strong fundamentals despite the negative technical outlook [6]

Core Viewpoint - Warren Buffett has signaled a potential market downturn through his actions, including accumulating a significant cash reserve and selling stocks for nine consecutive quarters, indicating a cautious approach to investing during turbulent times [2]. Group 1: Investment Strategies - **Be Calm**: Buffett emphasizes the importance of maintaining a calm temperament during market fluctuations, focusing on the underlying businesses rather than short-term stock prices [3][4]. - **Be Patient**: He advocates for patience in investing, suggesting that smart investors should avoid rash decisions and wait for the right opportunities, as great companies will eventually perform well [5]. - **Be Greedy**: Buffett's famous advice is to be greedy when others are fearful, suggesting that current market fear presents buying opportunities for investors [6][8]. Group 2: Discernment in Investing - **Be Discerning**: Investors should be selective about which stocks to buy, akin to purchasing a house, ensuring they understand and are content with their investments regardless of market conditions [8][9]. - **Timing of Purchases**: Discernment also applies to the timing of purchases, as demonstrated by Buffett's decision to refrain from stock buybacks when Berkshire Hathaway's stock was not trading below its intrinsic value [10].