Oracle gained 9.22% on August 3 to close at $141.85, bouncing from its $114.50 low. It has a $638B cloud backlog, IaaS growing 93%, and new contracts with Google, CACI, and Ontario Hospitals. But it is still down 28% YTD. Here is whether the recovery holds.

TradingKeyTue, Aug 4

Oracle Rises Over 8% as Google Cloud Partnership Expands to Bring Gemini Models to Fusion and NetSuite Enterprise Applications

Oracle (ORCL) and Google Cloud announced a further expansion of their partnership, under which Google’s (GOOGL) Gemini large language models will be deeply integrated into the Oracle enterprise application suite, covering the two core product lines of Oracle Fusion Applications and NetSuite.

TradingKeyThu, Jul 30

Oracle Stock Falls 27% Despite Cloud Growth as Legal and Financing Risks Mount

TradingKey - Oracle stock has plunged 27% in a month despite strong cloud growth. Here is why legal concerns, financing risks, and key earnings this week matter for ORCL investors.

TradingKeyTue, Jul 28

US Pre-Market: Oil Prices Drop Below $100, Intel Leads Chip Stocks, Trump Tariffs Strike Again

TradingKey - U.S. stock index futures rose collectively in pre-market trading on Friday ET, as the market attempted to stabilize following a sharp sell-off in tech stocks during the previous session. Intel's earnings and stronger-than-expected guidance boosted some tech shares, though tensions in the Middle East, international oil prices, and a new round of U.S. tariff policies continued to weigh on market risk appetite.

TradingKeyFri, Jul 24

Oracle Wins $7 Billion Pentagon Contract, How Far Can This Rally Go?

Oracle’s stock rebounded following a $7 billion boost, but upside potential remains highly limited, with $135 acting as a strong resistance level.

TradingKeyFri, Jul 24

Oracle Wins Near $7 Billion US Defense Department Contract, Oracle Shares Rise Over 3% Pre-Market

TradingKey - On July 23, Eastern Time, the U.S. Department of Defense announced the signing of an enterprise software agreement with Oracle Corporation (ORCL) worth up to nearly $7 billion. The contract has a five-year base term with an option for an additional five-year extension, allowing for a maximum duration of ten years. Following the announcement, Oracle shares rose by more than 3% in pre-market trading on Friday.

TradingKeyFri, Jul 24

Oracle Stock Price Forecast: AI Order Growth Is Strong But Stock Price Falls, Can the Stock Price Still Rise?

TradingKey - As of July 20 ET, Oracle (ORCL) shares fell 3.98% on the day, hitting a new year-to-date low of $120.03 and nearing last year’s low of $118.86. Although Oracle’s latest earnings report indicated that cloud business and AI infrastructure orders remain strong, market concerns regarding high capital expenditures, debt pressure, customer concentration, and free cash flow have continued to mount. This has resulted in a significant pullback from previous highs driven by the AI cloud rally. Since reporting earnings on June 10, Oracle's stock has seen a cumulative decline of 39.54%.

TradingKeyTue, Jul 21

Oracle Shares Fall 4% to One-Year Low: S&P Downgrades Credit Rating to BBB-, OpenAI Named as Risk

TradingKey - On July 20, ET, Oracle (ORCL) shares fell as much as 4% at one point, hitting their lowest level since April 2025. As of press time, the stock was down 2.94% to $122.69. It is reported that S&P Global recently downgraded the company's credit rating to BBB—just one notch above junk status. Although the share price recovered slightly from its intraday lows, market debate regarding the veteran tech giant continues.

TradingKeyMon, Jul 20

Oracle Credit Downgrade In-Depth Analysis: Can $638 Billion RPO Convert to Cash Flow Per Share

A comprehensive analysis of the reasons behind S&P's downgrade of Oracle to BBB-, examining the $638 billion in RPO, $90 billion to $95 billion in capital expenditures, $260 billion in lease commitments, $19 billion in new purchase obligations, the return on investment for AI infrastructure, and the conditions for further downgrades.

TradingKeyThu, Jul 16

AI CapEx, Token Costs, and Meta’s Compute Monetization: Revaluing the Three Cloud Giants — Microsoft, Amazon, and Google

This article analyzes the valuation logic of the three major cloud providers—Microsoft, Amazon, and Google—in light of AI capital expenditures, token cost control, Meta's rumored resale of computing power, and the risk comparisons with Oracle. It discusses whether the period of precise AI usage calc

TradingKeyFri, Jul 3

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