Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

We see 2026 as the year that investors begin to shift their focus from hardware to software positions,” an HSBC analyst wrote ...
The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...

The Biggest Threat to Oracle Stock in 2026 and Beyond

In the first half of 2025, Oracle spent a mind-numbing $20.54 billion on capital expenditures (capex) -- leaving Oracle with ...

Even Though Oracle Fell After Earnings, I'd Still Rather Buy It in December Over Every "Magnificent Seven" Stock (Except One)

Oracle exited the recent quarter with non-current notes payable and other borrowings (which are basically long-term debt) of ...

Salesforce, Snowflake, Oracle among Mizuho's top enterprise software stocks for 2026

Snowflake (SNOW), and Oracle (ORCL) are among Mizuho's top enterprise software stocks for 2026, the firm said in an ...

Oracle: Overdone Fears Around OpenAI, Stock Remains A Strong Buy

Oracle stock drops after Q2 misses, but cloud growth and strong RPO signal long-term upside. Click here to know why ORCL is ...

As Oracle slides after results, see the top SA Quant-rated systems software stocks

Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on various critical quantitative ...
Fast Company

Oracle’s HR software now has AI agents to help with taxes and career planning

Oracle’s new AI agents will answer employee questions about everything job-related, from hiring to retiring. Oracle has embedded artificial intelligence capabilities into its Human Capital Management ...