Oracle Corp ORCL

Oracle Corporation (Oracle) ofrece productos y servicios que abordan entornos de tecnología de la información (TI) empresarial. Los negocios de la empresa incluyen la nube y licencias, hardware y servicios. Sus productos y servicios incluyen aplicaciones y ofertas de infraestructura que se entregan a través de una variedad de modelos de implementación de TI. Sus clientes incluyen agencias gubernamentales, instituciones educativas y revendedores. Utilizando tecnologías de Oracle, sus clientes construyen, implementan, ejecutan, administran y respaldan sus productos internos y externos, servicios y operaciones comerciales. Sus ofertas de servicios en la nube de Oracle incluyen Oracle Software as a Service (SaaS) y Oracle infrastructure as a service (IaaS), que proporcionan una serie de aplicaciones y servicios de infraestructura entregados a través de modelos de implementación basados en la nube. Los servicios en la nube de Oracle integran el software, hardware y servicios en nombre de un cliente en un entorno de TI basado en la nube.

Con 7 acciones de ORCL (USD 988,13) habrías recibido USD 10,50 en dividendos en los últimos 12 meses.

• The Motley Fool 2 oct

  If a Bear Market Is Coming, These Are the 2 Stocks to Avoid -- and the 1 to Own

  In anticipation of a potential bear market driven by an AI spending slowdown, the article identifies Oracle and CoreWeave as vulnerable stocks due to their heavy reliance on expensive debt to fund growth in AI infrastructure. Conversely, Berkshire Hathaway is positioned as a defensive investment with $365 billion in cash reserves to capitalize on market downturns.

  

• Zacks Investment Research 2 oct

  Can Oracle's Database Business Sustain Margins over the Long Term?

  Oracle's multicloud database revenues surged 353% year-over-year as it shifts from traditional licenses to pay-per-use cloud pricing. However, the transition pressures margins through declining legacy software revenues and capital-intensive infrastructure buildout, resulting in negative free cash flow of $5 billion. MongoDB and Snowflake demonstrate stronger margin expansion in consumption-based models without similar infrastructure costs.

  

• Zacks Investment Research 2 oct

  Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?

  Salesforce is expanding its AI bundles combining Agentforce, Slack, and Data 360 to boost customer adoption and recurring revenue. Agentforce ARR reached $1.5 billion in Q2 (up 240% YoY), while combined Agentforce and Data 360 ARR hit $3.9 billion. However, overall revenue growth remains modest at 11% YoY. Competitors Microsoft and Oracle are pursuing similar bundled AI strategies, intensifying competition in the enterprise software market.

  

• The Motley Fool 1 oct

  Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026?

  Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.

  

• Zacks Investment Research 1 oct

  Amazon Inks $1B SNPS Deal to Power AWS Custom Chips: Should You Hold?

  Amazon signed a $1B+ multi-year IP agreement with Synopsys to accelerate custom chip design for AWS. AWS revenues grew 37% to $42.2B in Q2 with a $496B backlog, while Amazon's chips business surpassed $25B annual revenue run rate. However, Amazon raised 2026 capex to $220B, resulting in negative free cash flow and capacity constraints. The stock trades at a premium valuation with intensifying competition from Microsoft, Google, and Oracle in cloud infrastructure.