The prevailing views on Oracle (NYSE: ORCL) stock remain relentlessly negative. After the stock's brief spike last September, investors turned on the company because its massive backlog is partially backed by a $300 billion deal with ChatGPT parent OpenAI, and many investors continue to question whether that company can meet the terms of its contract with Oracle.
Although its stock has begun to recover from the 52-week low, Oracle is still down 44% from its peak. Consequently, the question for investors is whether the pullback makes Oracle a buy or whether they should remain negative on the cloud stock.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It has now been more than nine months since Oracle's report for the first quarter of fiscal 2026 (ended Aug. 31, 2025). At the time, its remaining performance obligation (backlog) in fiscal Q1 had risen from $138 billion to $455 billion, a 230% increase in a single quarter.
Most of that gain came from the aforementioned deal with OpenAI. Investors began to question whether OpenAI was in a position financially to live up to the terms of that deal, and all the stock gains driven by it reversed in subsequent weeks.
Although its stock has begun to recover from the 52-week low, Oracle is still down 44% from its peak. Consequently, the question for investors is whether the pullback makes Oracle a buy or whether they should remain negative on the cloud stock.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It has now been more than nine months since Oracle's report for the first quarter of fiscal 2026 (ended Aug. 31, 2025). At the time, its remaining performance obligation (backlog) in fiscal Q1 had risen from $138 billion to $455 billion, a 230% increase in a single quarter.
Most of that gain came from the aforementioned deal with OpenAI. Investors began to question whether OpenAI was in a position financially to live up to the terms of that deal, and all the stock gains driven by it reversed in subsequent weeks.
6 hours ago
