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Software stocks—Oracle, Intuit, more—fall as Anthropic’s latest Claude model fuels AI concerns
The Google- and Amazon-backed AI startup fueled a global selloff in software stocks earlier this month.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.9% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic ...
Oracle has been on a bit of a roll as of late. The company that I thought was cloud-challenged is now winning cloud deals left and right. I believe its Dedicated Region Cloud@Customer (here) is the ...
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Why Oracle (ORCL) shares are trading lower today
What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4% in the afternoon session after investor fears ...
Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 25% over eight trading sessions Oracle issued $25 billion of corporate bonds on Monday as part of its 2026 ...
Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...
Oracle is experiencing a major resurgence, driven by strong investments in Oracle Cloud Infrastructure and a robust application software portfolio. Multi-year, non-cancelable deals are fueling a surge ...
Narrow-moat Oracle’s fourth quarter exceeded expectations on the top and bottom lines, as the growth rate of its nascent cloud infrastructure business nearly doubled from last year, showing solid ...
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