finance.yahoo.com · 5h ago
bullishOracle vs. Amazon: Which Is the Better AI Cloud Stock to Own for the Next 5 Years?
Oracle has sold off since last fall, but does that make its stock a better bargain than Amazon's?
+3.10% today
AI Software & Hyperscale · OCI is the AI capex re-rating story.
$ORCL Oracle
Oracle Cloud Infrastructure pivoted from also-ran to credible AI training cloud in 24 months on the back of multi-billion deals with the largest model labs. The valuation now bakes in continued share gain against the big-three hyperscalers.
Last close
$146.47
Market cap $690.0B
ORCL · price history
Key stats
Price$146.47
1d change+3.10%
1w change-1.95%
YTD-3.86%
Market cap$690.0B
Volume 24h99.0M
Sentiment · 24h
3
Bullish67%
Neutral0%
Bearish33%
3 articles classified across the last 24 hours.
Funds holding $ORCL
2
Whale Rock Capital0.5% (+0%)
Baillie Gifford0.4% (+0%)
Recent news on $ORCL
finance.yahoo.com · 1d ago
bearishAI’s Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.
finance.yahoo.com · 1d ago
bullishAlphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a rough draft.
ORCL data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·August 24, 2026