Oracle (ORCL) Valuation Check as AI Data Center Spending and OpenAI Ties Reshape Its Risk‑Reward Profile

Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts ...

Oracle gets Big Red reality check after financials fail to impress

Oracle shares tumbled around 7 percent on Monday after Q2 2025 revenues disappointed financial markets.… Throughout 2024, Big ...
SDxCentral

Oracle’s SASE Is More Than a Check Point Collab

Oracle's secure access service edge, delivered in collaboration with Check Point Security, is somewhat unique among competing vendors in that it also part of a larger public cloud offering. For the ...
Seeking Alpha

Scotiabank downgrades Check Point, Elastic; names Oracle top 'offensive play'

Scotiabank downgraded both Check Point Software Technologies (NASDAQ:CHKP) and Elastic (NYSE:ESTC) to Sector Perform from Sector Outperform in a comprehensive software sector analysis. "When we ...