Key Takeaways Salesforce takes the lead over Oracle in the cloud software investment debate.CRM's AI offerings drove $1.4B in Q3 recurring revenues, up 114% year over year.ORCL raised capex to $50B as Q2 free cash flow fell to negative $10B.Salesforce, Inc. (CRM) and Oracle Corporation (ORCL) are two major players in the cloud enterprise software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, enterprise resource planning, database management and ...

格隆汇2月17日｜据PitchBook数据，新年刚过去不到两个月， Alphabet、亚马逊、Meta、微软、甲骨文 这五大头部云服务商已在美国发行450亿美元债券，接近2025年全年发行量的近一半。 这一规模超过了 2011年以来它们任何一整年的发债额。 ...

Group 1 - The core point of the article highlights that the top five cloud service providers, including Alphabet, Amazon, Meta, Microsoft, and Oracle, have issued $45 billion in bonds in the United States within the first two months of the new year, which is nearly half of the total issuance expected for the entire year of 2025 [1] - This bond issuance amount surpasses any full-year issuance by these companies since 2011 [1]

Oracle Corporation (NYSE:ORCL) is among the 14 Best Cloud Computing Stocks to Buy Right Now. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order On February 12, the United States Department of the Air Force (DAF) awarded the company an $88 million firm-fixed price task order. The order focuses on offering Oracle Cloud Infrastructure services for the Air Force Cloud One program, continuing Oracle Corporation (NYSE:ORCL)’s role as a partner ...

DTE Energy also reports better-than-expected quarterly earnings. ...

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Oracle Corporation (NYSE:ORCL) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Oracle, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/oracle-class-action-lawsuit. I ...

Market Analysis by covering: Oracle Corporation. Read 's Market Analysis on Investing.com ...

Oracle Corp (NYSE:ORCL) is among the best S&P 500 stocks with highest upside potential. The company has won a contract to help the Centers for Medicare & Medicaid Services (CMS) modernize its systems. This deal was announced on February 11, and it involves provision of cloud services to support the federal health agency’s mission-critical systems. Oracle Corp (ORCL)’s Upside Potential: Federal Wins and Market Confidence Specifically, Oracle Corp (NYSE:ORCL) will consolidate and migrate certain CMS on-pre ...

Core Viewpoint - A securities fraud class action lawsuit has been filed against Oracle Corporation by Kessler Topaz Meltzer & Check, LLP on behalf of investors who acquired Oracle common stock between June 12, 2025, and December 16, 2025, alleging that the company misled investors regarding its AI infrastructure investments and revenue growth potential [1][2]. Group 1: Allegations and Misconduct - The lawsuit claims that Oracle misrepresented its AI infrastructure strategy, leading to significant increases in capital expenditures (CapEx) without corresponding near-term revenue growth [1][2]. - Oracle's executives allegedly assured investors that increased spending on AI infrastructure would lead to rapid revenue and profit growth, which did not materialize [1]. - The complaint highlights that Oracle's CapEx projections for fiscal year 2026 increased to $50 billion, significantly higher than previous estimates, while revenue guidance remained largely unchanged [1][2]. Group 2: Stock Price Impact - Following warnings from S&P Global Ratings about potential revenue risks associated with OpenAI, Oracle's stock price fell by $5.37 per share, nearly 2%, on September 24, 2025 [1]. - After analysts initiated coverage with a "Sell" rating and set a price target of $175, Oracle's stock dropped an additional $17.13 per share, over 5.5%, on September 25, 2025 [1]. - On December 11, 2025, Oracle's stock declined by $24.16 per share, nearly 11%, after the company reported disappointing financial results and increased CapEx projections [1][2]. Group 3: Financial Commitments and Risks - Oracle disclosed $248 billion in additional lease commitments related to data centers, which analysts described as a "bombshell disclosure," indicating a significant increase from previous commitments [1][2]. - The mismatch between the long duration of property leases and shorter contracts with key customers like OpenAI raises concerns about Oracle's financial stability [2]. - Reports indicated that Blue Owl Capital withdrew from funding a $10 billion data center project for Oracle, further exacerbating concerns about the company's financial commitments and rising debt levels [2].

Core Insights - The technology sector experienced a volatile week, with Oracle's shares rising by 12%, while all other "Magnificent 7" companies faced declines year-to-date [1] - Microsoft and Amazon entered bear market territory, down 27% and 23% from their recent highs, respectively [1] - Concerns over cloud growth rates and rising memory prices are impacting major companies like Apple, Microsoft, and Amazon [1] Group 1: Company Performance - Oracle (ORCL) saw a weekly increase of 12.13% but remains down 17.63% year-to-date [1] - Microsoft (MSFT) had a slight weekly gain of 0.04% but is down 17.02% year-to-date [1] - Amazon (AMZN) declined by 5.48% weekly and is down 13.88% year-to-date [1] - Apple (AAPL) fell by 7.95% weekly and is down 5.83% year-to-date [1] - NVIDIA (NVDA) decreased by 1.40% weekly and is down 1.98% year-to-date [1] Group 2: Market Trends - Microsoft and Amazon's entry into bear markets is attributed to lower-than-expected cloud growth rates and concerns over pricing power in the AI sector [1] - Oracle's recent plans to raise tens of billions for AI cloud infrastructure contributed to its stock surge, indicating a potential shift in market sentiment [1] - Despite positive news for AI infrastructure, NVIDIA's stock remains flat, suggesting that market expectations may still be underestimating its potential [1]