Oracle Corporation.
American multinational computer corporation
- Reports this week
- 5
- Active events
- 4
- Connections
- 269
What's happening
Active this week
-
Oracle Corporation holds trademarks on both NetSuite and Java.Some support1 report
-
Amundi purchased additional shares of Oracle Corporation stock on October 10, 2026.Some support3 reports
-
Oracle Corporation and AstraZeneca announced a collaboration to accelerate clinical research.Some support2 reports
-
CNN reports analyst ratings on Oracle stock, which is also tracked by the ETF trust Invest.Some support1 report
Earlier this month
-
Stock movements in tech companies like Oracle and Dell were observed amid broad market weakness on October 15, 2026.Some support1 report
-
Oracle, Veeva, and DNAnexus are collaborating to advance life sciences platforms and cloud solutions, enhancing regulatory capabilities.Speculative1 report2 developments inside
-
Oracle Corporation's credit rating is closer to junk status, and its stock price declined 2.4% on July 10, 2026.Well supported4 reports
-
Norges Bank purchased a new position in Oracle Corporation shares.Well supported6 reports
-
Columbia Threadneedle Investments is managing a fund that focuses specifically on technology growth.Some support8 reports2 developments inside
-
AMD provides GPUs for Oracle's supercluster, establishing a key reference customer and bolstering its position against Nvidia.Some support1 report
-
CoreWeave, Oracle, and Nvidia are competing for AI cloud revenue by utilizing scarce GPUs for data center capacity.Some support2 reports1 development inside
-
An Oracle executive, Seema Verma, spoke on behalf of the company.Some support2 reports
One to three months ago
-
DMS sponsors an IT conference in Sri Lanka utilizing Oracle Cloud solutions to support national digital economy goals.Some support1 report
-
CNBC reported on Oracle's stock and outlook, referencing a BofA note shared with TheStreet.Some support3 reports1 development inside
-
UBS lifted its target for Oracle Corporation, citing strong growth driven by AI.Some support1 report
-
Oracle Corporation adheres to SEC filing requirements while Larry Ellison serves as Executive Chair and CTO.Some support2 reports
-
Reuters reported on Oracle Corporation's operational updates.Some support2 reports
-
Hyperscaler AI buildout drives need for specialized power solutions involving Oracle Corporation and Vertiv.Some support2 reports
-
Oracle data center in Doña Ana County, NM, utilizes Bloom Energy fuel cells and invests in local infrastructure.Well supported14 reports
-
HPE reported strong Q3 results and future guidance, leading to stock price hikes, alongside expanding collaboration with Oracle on AI infrastructure.Some support2 reports
-
Major tech firms like Oracle, Google, and AWS are accelerating AI infrastructure buildouts, including chip procurement and data center investments.Well supported6 reports4 developments inside
-
Oracle Corporation and Xperi are technology companies being compared for investment.Some support1 report
-
Jim Cramer analyzed Oracle's stock performance and outlook.Some support3 reports1 development inside
-
Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.Some support2 reports
-
Aggressive AI data center CAPEX is straining free cash flow, while rising LLM fees challenge sustainability.Some support2 reports
-
Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.Some support9 reports1 development inside
-
Oracle announced AI database expansion on AWS, a multiyear quantum partnership, and filed institutional investment stakes with the SEC.Some support1 report
-
Cramer advised investors on Oracle stock, noting high debt levels at both companies, and suggested Oracle divest from Cerner. The advice also touched on the benefits of Trump-era tariffs.Well supported3 reports
-
Finivi Inc. is experiencing institutional buying and selling of shares, concurrent with TD Cowen raising its price target to $300 and issuing a buy rating.Some support2 reports
-
Multiple firms increased their holdings and purchased new stakes in Oracle Corporation shares on June 26, 2026.Some support2 reports1 development inside
-
Multiple financial firms purchased or boosted their stakes in Oracle Corporation shares on August 8, 2026.Some support1 report
-
OpenAI and Oracle are involved in the Stargate project, while Intel secures major investment from SoftBank amid AI market shifts.Well supported5 reports2 developments inside
-
CLSA started coverage on Oracle Corporation. Geode Capital Management raised its holdings, while Morgan Stanley and Capital Research Global Investors also lifted their stakes in Oracle stock.Some support1 report
-
Oracle and Bloom Energy announced a partnership to provide power for AI data centers amid tariffs and onshoring trends.Well supported19 reports4 developments inside
-
Rimini Street Inc. is leveraging the sunset of SAP ECC and the winding down of PeopleSoft support to provide enterprise software solutions for Oracle, amidst market trends and analyst ratings.Speculative1 report1 development inside
-
Larry Ellison provided a personal financial guarantee related to the acquisition of Warner Bros. Discovery, impacting Oracle shareholders.Some support1 report
Gone quiet
No new reports in 90+ days-
CLSA initiated coverage with a Hold rating on Oracle Corporation.Some support5 reports
-
New Mexico regulators blocked a key natural gas pipeline permit involving Oracle Corporation.Well supported4 reports
-
Citigroup reiterated a rating on Oracle stock, and Scotiabank restated an overweight rating on July 14, 2026.Some support2 reports
-
Both Oracle Corporation and Applied Optoelectronics are currently being targeted by inverse ETFs.Some support1 report
-
Oracle Corporation and Theator formed a partnership focused on developing AI-powered surgical intelligence.Some support1 report
-
A fund highlights Oracle Corporation as a top holding, noting that OpenAI has significant needs related to Oracle.Some support1 report1 development inside
-
A Zurich-based firm analyzes Oracle as a key holding, driven by AI contracts and its relationship with OpenAI.Some support1 report
-
Oracle Corporation made filings regarding institutional investment activity with the Securities and Exchange Commission.Well supported3 reports2 developments inside
-
Insider sales and institutional buys of Oracle stock led to SEC filings on July 1, 2026, involving Jeffrey Henley and IFM Investors.Some support9 reports
-
Potential upside for Oracle Corporation due to potential Trump-era tariffs.Some support2 reports
-
Oracle Corporation disclosed institutional holdings to the SEC on June 15, 2026.Some support2 reports
-
Oracle Corporation and Baystate Health were mentioned in a recent report.Some support1 report
-
Oracle Corporation is headquartered in the state of Texas, specifically in Austin.Well supported5 reports
-
Analyst raised price target on Oracle stock.Well supported7 reports1 development inside
-
Mizuho reiterated its outperform rating on Oracle Corporation on June 20, 2026.Some support1 report
-
Capital Research Global Investors increased its stake in Oracle Corporation shares and filed documentation with the SEC.Some support1 report
-
MidFirst Bank bought a new position in shares of Oracle Corporation on June 19, 2026.Some support1 report
-
Various investment firms and individuals, including Schnieders Capital and Stuart Levey, made significant buys and sells of Oracle Corporation stock on June 18, 2026.Some support1 report
-
Jefferies decreased target price on Oracle Corporation on June 18, 2026.Some support1 report
-
Business Insider reports on Oracle's cloud talks, noting that Microsoft has walked away from a potential cloud deal.Some support1 report
-
Oracle unveiled new AI capabilities for OPERA Cloud hotel software.Some support1 report
-
Oracle Corporation filed a required document with the SEC for market transparency.Some support1 report
-
BLKBRD Asset Management LP purchased Oracle stock while EVP Stuart Levey sold company stock.Some support1 report
-
Oracle Corporation secured a $395.8 million contract with the U.S. Office of Personnel Management for a government platform.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Oracle Corporation
Events traced to Oracle Corporation, step by step, newest first- CoreWeave's growth could increase competitive pressure on OracleIncreased competition from CoreWeave may pressure Oracle's cloud market sharePossible
- CoreWeave's debt reliance may open doors for Oracle in AI cloud marketCoreWeave's debt reliance may open doors for Oracle in AI cloud marketPossible
- Market nervousness may affect Oracle Corporation's cloud revenueOracle Corporation may face market sentiment risk from tech sector volatilityPossible
- CoreWeave's debt risk may influence Oracle's competitive standingCoreWeave's debt risk may influence Oracle's competitive standingPossible
- Oracle may face pressure as neocloud market consolidatesOracle may face increased competitive pressure as neocloud market consolidatesPossible
- How could the AI infrastructure sector discussion affect Oracle Corporation?The AI infrastructure sector discussion may reinforce market concerns about competitive pressure on Oracle Corporation.Possible
See all 12 explainers
- How could CoreWeave's financial struggles affect Oracle Corporation's market position?CoreWeave's financial distress may shift AI cloud market dynamicsPossible
- OpenAI's revenue issues may pressure Oracle's AI computing demandOpenAI's revenue issues may pressure Oracle's AI computing demandPossible
- OpenAI's expansion could boost demand for Oracle's AI infrastructureOpenAI's growth may increase demand for Oracle's AI computing infrastructurePossible
- OpenAI's potential IPO may strengthen Oracle's cloud positionOpenAI's potential IPO may boost Oracle's cloud contractsPossible
- AI IPO race could increase demand for Oracle's cloud servicesAI IPO anticipation may boost Oracle's cloud infrastructure demandPossible
- Native NetApp storage integration boosts Oracle Cloud's appealOracle Corporation gains a native storage service to accelerate cloud migrationReported
Explainers that pass through Oracle Corporation
Oracle Corporation is a step on the way to someone else- Oracle's AI infrastructure growth intensifies rivalry with MicrosoftOracle's AI infrastructure growth intensifies rivalry with MicrosoftLikely
- AI data center expansion may strain Abilene's housing and trafficAI data center expansion could strain Abilene's housing and traffic systemsLikely
- How could OpenAI's $300 billion strategic deal with Oracle affect AMD?Oracle's massive compute deal with OpenAI may boost demand for AMD's AI accelerators.Likely
- Oracle's AI deal may increase pressure on Amazon's cloud servicesIncreased competition may pressure Amazon's cloud market share in AIPossible
- CoreWeave may face pressure from Oracle after $300 billion OpenAI dealCoreWeave may face intensified competition following OpenAI's $300 billion deal with OraclePossible
- How could OpenAI's $300 billion strategic deal with Oracle affect OCI?OCI could see strong long-term growth from massive AI compute contractsLikely
Around Oracle Corporation this week
News at the entities that move Oracle Corporation most-
SEC StructuralInsider purchase disclosed via SEC filing for Transcontinental Realty Investors, Inc. on August 6, 2026.Moves Oracle Corporation
-
OpenAI StructuralMeta's terms are affecting Canadian news outlets, while both Meta and OpenAI utilize AI and content scraping.Moves Oracle Corporation
-
OCI StructuralRed Hat expanded its portfolio on OCI, highlighting closer interoperability and providing images for AMD and Intel instances.Moves Oracle Corporation
-
Nvidia StructuralTajikistan is establishing Central Asia's first AI hub, supported by Nvidia, with a physical lab planned in Khujand.Moves Oracle Corporation
-
Larry Ellison StructuralA proposed media deal aims to combine CNN and CBS News under a single entity, sparking corporate and labor conflicts.Moves Oracle Corporation
-
CoreWeave OperationalCoreWeave's stock drop contributed to market volatility alongside supply fears in the Middle East driving crude price rises.Moves Oracle Corporation
Connections
The 40 strongest of 269, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
SEC Structural
Oracle Corporation is subject to mandatory regulatory filings and disclosure requirements imposed by the SEC.
-
OpenAI Structural
Oracle provides massive AI computing infrastructure and data centers, serving as a strategic partner and major customer for OpenAI's AI services.
-
CoreWeave Operational
CoreWeave and Oracle actively compete for AI cloud revenue and influence market health signals within the cloud infrastructure space.
-
OCI Structural
OCI functions as the dedicated cloud infrastructure business unit and offering of Oracle Corporation.
-
NetSuite Structural
Oracle controls NetSuite's intellectual property and leverages its growth to advance its cloud strategy.
-
Nvidia Structural
Oracle procures Nvidia GPUs and leverages their technology within its AI cloud infrastructure, creating a critical supply chain dependency.
-
Larry Ellison Structural
Larry Ellison maintains significant ownership and executive control over Oracle Corporation, directly influencing its operations and financial stability.
-
Java Structural
Oracle Corporation builds its cloud services on Java and actively contributes to the Java ecosystem while holding related trademarks.
Show all 40 connections
-
Microsoft Operational
Oracle and Microsoft maintain a dynamic relationship characterized by both strategic partnerships and intense market competition in the cloud and AI sectors.
-
Vertex Structural
Vertex is a formal partner of Oracle and leverages Oracle's technologies for customer success.
-
Amundi Transactional
Amundi repeatedly increased its investment holdings and stake in Oracle stock.
-
Cerner Structural
Oracle Corporation acquired Cerner in 2022, establishing a parent-subsidiary relationship.
-
Google Operational
Oracle and Google maintain a dynamic relationship characterized by active competition in cloud services alongside strategic partnerships and collaborations, particularly in AI.
-
Salesforce Operational
Oracle and Salesforce are direct competitors in the enterprise software and AI-cloud markets.
-
Securities and Exchange Commission Structural
Oracle Corporation operates under the mandatory filing and disclosure requirements established by the Securities and Exchange Commission.
-
Bloom Energy Structural
Bloom Energy provides on-site fuel cell power solutions for Oracle Corporation's large-scale AI data centers under a strategic partnership.
-
Geode Capital Management Transactional
Geode Capital Management increased its investment stake in Oracle Corporation.
-
Quantinuum Structural
A multiyear partnership exists where Quantinuum's quantum capabilities are integrated into Oracle Cloud Infrastructure.
-
AMD Operational
AMD functions as a key GPU supplier for Oracle's supercluster deployments, which in turn provides market validation for AMD.
-
Palantir Technologies Operational
Oracle and Palantir are direct competitors in the enterprise cloud and AI services markets.
-
Seema Verma Structural
Seema Verma holds the executive role of Executive VP for Oracle Health and Life Sciences.
-
Morgan Stanley Transactional
Morgan Stanley has actively increased its investment holdings and price targets for Oracle Corporation stock.
-
Amazon Operational
Oracle and Amazon actively compete in cloud services, healthcare technology, and are involved in shared AI spending plans.
-
Amazon Web Services Operational
The relationship is characterized by fierce market competition between major hyperscalers and deep operational integration of Oracle's products within AWS data centers.
-
PENTAGON Transactional
Oracle secured a major software services contract with the U.S. Department of Defense (DoD).
-
Hewlett Packard Enterprise Structural
Oracle supplies products and services that are integrated into HPE's customer base and operational data centers.
-
GPU Structural
Oracle Corporation utilizes scarce GPU technology as a critical component for its data center capacity.
-
Meta Operational
Oracle and Meta are active competitors in the high-growth artificial intelligence market.
-
Norges Bank Transactional
Norges Bank has repeatedly purchased new financial stakes in Oracle Corporation shares.
-
Epic Operational
The evidence indicates that Oracle Corporation and Epic are active competitors in the market.
-
S&P Operational
S&P downgraded Oracle Corporation's credit rating due to financial concerns.
-
Jim Cramer Mentioned together
Jim Cramer consistently analyzes Oracle Corporation's stock performance, market position, and financial outlook.
-
New Mexico Operational
New Mexico's regulatory environment and location requirements directly govern the permitting and expansion of Oracle Corporation's data center projects.
-
Gartner Mentioned together
Oracle uses Gartner's AI spending forecasts to guide its strategic market positioning.
-
Cantor Fitzgerald Mentioned together
Cantor Fitzgerald provides financial ratings and price objectives for Oracle Corporation.
-
Naval Information Warfare Center Pacific Transactional
Oracle provides enterprise software solutions to the Naval Information Warfare Center Pacific under a Department of Defense initiative.
-
Cloudflare Operational
Both Oracle Corporation and Cloudflare are active competitors in the AI cloud infrastructure market.
-
Capital Research Global Investors Transactional
Capital Research Global Investors is increasing its investment stake in Oracle Corporation stock.
-
Cramer Mentioned together
Cramer provides financial commentary and analysis regarding Oracle Corporation's stock and business metrics.
-
Columbia Threadneedle Investments Transactional
The fund holds Oracle Corporation as one of its top investment picks.
History
Events by the month they beganOctober 2026
5 events- Oracle Corporation holds trademarks on both NetSuite and Java.
- Amundi purchased additional shares of Oracle Corporation stock on October 10, 2026.
- Oracle Corporation and AstraZeneca announced a collaboration to accelerate clinical research.
- CNN reports analyst ratings on Oracle stock, which is also tracked by the ETF trust Invest.
- Stock movements in tech companies like Oracle and Dell were observed amid broad market weakness on October 15, 2026.
September 2026
12 events- AMD provides GPUs for Oracle's supercluster, establishing a key reference customer and bolstering its position against Nvidia.
- CoreWeave, Oracle, and Nvidia are competing for AI cloud revenue by utilizing scarce GPUs for data center capacity.
- An Oracle executive, Seema Verma, spoke on behalf of the company.
- DMS sponsors an IT conference in Sri Lanka utilizing Oracle Cloud solutions to support national digital economy goals.
- CNBC reported on Oracle's stock and outlook, referencing a BofA note shared with TheStreet.
- UBS lifted its target for Oracle Corporation, citing strong growth driven by AI.
- Oracle Corporation adheres to SEC filing requirements while Larry Ellison serves as Executive Chair and CTO.
- Hyperscaler AI buildout drives need for specialized power solutions involving Oracle Corporation and Vertiv.
- HPE reported strong Q3 results and future guidance, leading to stock price hikes, alongside expanding collaboration with Oracle on AI infrastructure.
- Oracle Corporation and Xperi are technology companies being compared for investment.
- Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.
- Aggressive AI data center CAPEX is straining free cash flow, while rising LLM fees challenge sustainability.
August 2026
4 events- Oracle announced AI database expansion on AWS, a multiyear quantum partnership, and filed institutional investment stakes with the SEC.
- Finivi Inc. is experiencing institutional buying and selling of shares, concurrent with TD Cowen raising its price target to $300 and issuing a buy rating.
- Multiple financial firms purchased or boosted their stakes in Oracle Corporation shares on August 8, 2026.
- CLSA started coverage on Oracle Corporation. Geode Capital Management raised its holdings, while Morgan Stanley and Capital Research Global Investors also lifted their stakes in Oracle stock.
Show 2 earlier months
July 2026
10 events- Oracle Corporation's credit rating is closer to junk status, and its stock price declined 2.4% on July 10, 2026.
- Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.
- Larry Ellison provided a personal financial guarantee related to the acquisition of Warner Bros. Discovery, impacting Oracle shareholders.
- CLSA initiated coverage with a Hold rating on Oracle Corporation.
- New Mexico regulators blocked a key natural gas pipeline permit involving Oracle Corporation.
- Citigroup reiterated a rating on Oracle stock, and Scotiabank restated an overweight rating on July 14, 2026.
- Both Oracle Corporation and Applied Optoelectronics are currently being targeted by inverse ETFs.
- Oracle Corporation and Theator formed a partnership focused on developing AI-powered surgical intelligence.
- A Zurich-based firm analyzes Oracle as a key holding, driven by AI contracts and its relationship with OpenAI.
- Insider sales and institutional buys of Oracle stock led to SEC filings on July 1, 2026, involving Jeffrey Henley and IFM Investors.
June 2026
29 events- Oracle, Veeva, and DNAnexus are collaborating to advance life sciences platforms and cloud solutions, enhancing regulatory capabilities.
- Norges Bank purchased a new position in Oracle Corporation shares.
- Columbia Threadneedle Investments is managing a fund that focuses specifically on technology growth.
- Reuters reported on Oracle Corporation's operational updates.
- Oracle data center in Doña Ana County, NM, utilizes Bloom Energy fuel cells and invests in local infrastructure.
- Major tech firms like Oracle, Google, and AWS are accelerating AI infrastructure buildouts, including chip procurement and data center investments.
- Jim Cramer analyzed Oracle's stock performance and outlook.
- Cramer advised investors on Oracle stock, noting high debt levels at both companies, and suggested Oracle divest from Cerner. The advice also touched on the benefits of Trump-era tariffs.
- Multiple firms increased their holdings and purchased new stakes in Oracle Corporation shares on June 26, 2026.
- OpenAI and Oracle are involved in the Stargate project, while Intel secures major investment from SoftBank amid AI market shifts.
- Oracle and Bloom Energy announced a partnership to provide power for AI data centers amid tariffs and onshoring trends.
- Rimini Street Inc. is leveraging the sunset of SAP ECC and the winding down of PeopleSoft support to provide enterprise software solutions for Oracle, amidst market trends and analyst ratings.
- A fund highlights Oracle Corporation as a top holding, noting that OpenAI has significant needs related to Oracle.
- Oracle Corporation made filings regarding institutional investment activity with the Securities and Exchange Commission.
- Potential upside for Oracle Corporation due to potential Trump-era tariffs.
- Oracle Corporation disclosed institutional holdings to the SEC on June 15, 2026.
- Oracle Corporation and Baystate Health were mentioned in a recent report.
- Oracle Corporation is headquartered in the state of Texas, specifically in Austin.
- Analyst raised price target on Oracle stock.
- Mizuho reiterated its outperform rating on Oracle Corporation on June 20, 2026.
- Capital Research Global Investors increased its stake in Oracle Corporation shares and filed documentation with the SEC.
- MidFirst Bank bought a new position in shares of Oracle Corporation on June 19, 2026.
- Various investment firms and individuals, including Schnieders Capital and Stuart Levey, made significant buys and sells of Oracle Corporation stock on June 18, 2026.
- Jefferies decreased target price on Oracle Corporation on June 18, 2026.
- Business Insider reports on Oracle's cloud talks, noting that Microsoft has walked away from a potential cloud deal.
- Oracle unveiled new AI capabilities for OPERA Cloud hotel software.
- Oracle Corporation filed a required document with the SEC for market transparency.
- BLKBRD Asset Management LP purchased Oracle stock while EVP Stuart Levey sold company stock.
- Oracle Corporation secured a $395.8 million contract with the U.S. Office of Personnel Management for a government platform.