Why Oracle's AI Spending Spree Is Spooking Wall Street

Oracle Corp. (NYSE: ORCL) faces scrutiny for aggressive AI push. Q2 results disappoint, stock price drops. TikTok deal adds uncertainty.

Oracle: All Eyes On The Balance Sheet

Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

What to expect from Oracle stock in 2026? Further pressure or a sharp rebound

Wells Fargo expects Oracle stock to rally nearly 50% in 2026. Analyst Michael Turrin explains why in a research note to clients.

Wells Fargo remains bullish on Oracle (ORCL) as AI concerns ease

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Investors Are Watching. On December 22, Wells Fargo reaffirmed its ...
Becker's Hospital Review

Senators raise concerns over VA Oracle Health EHR rollout

Three U.S. senators have penned a letter to the U.S. Department of Veterans Affairs expressing apprehensions over the resumption of the agency’s EHR rollout in 2026. The project has been on hold amid ...

Larry Ellison guarantees $40.4 billion in Paramount's hostile bid for Warner Bros. Discovery

Paramount is sweetening its hostile takeover bid for Warner Bros. Discovery with an “irrevocable personal guarantee” from ...
Nextgov

VA readies to restart EHR deployments in 2026, despite lingering lawmaker unease

VA and Oracle Health say the modernization project’s operational pause has allowed them to enhance the new software’s ...

Warner Bros. Bidding War, Paramount-Skydance Merger Headline an Active Year of Media M&A

Industry consolidation and dealmaking focused on building cross-platform scale will be major themes in 2026 and beyond, experts tell TheWrap.
Morningstar

Company Reports

As a leading provider of premium beauty products, Estée Lauder owns category-leading brands in skin care, cosmetics, and fragrances that underpin its brand intangibles, and it retains preferred vendor ...