Oracle

ORCL

Market cap $469B

It's impossible to say whether the lows are in or not. However, I have a high conviction that revenue growth is only going in one direction: up. Eventually, I think the market will be willing to recognize this fact, and that's when I believe Oracle may rerate to the upside from the 21x forward EPS multiple. The main risk this year is execution, not funding. Delays in data center buildouts could push revenue recognition to the right and trigger a selloff.

Oracle stock moved higher Tuesday amid bullish momentum for the broader market. The market saw bullish momentum today amid expectations that negotiations could proceed to end the Iran war.

Expand NYSE: ORCL Oracle Today's Change (4.77%) $7.43 Current Price $163.05 Key Data Points Market Cap $448B Day's Range $161.58 - $169.40 52wk Range $121.23 - $345.72 Volume 2.1M Avg Vol 28M Gross Margin 64.30% Dividend Yield 1.29%

Optimism around new deals and AI offerings has made Oracle one of the biggest winners of this week's rally. Could it help pull the stock out of its recent slump?

Oracle Financial Services has introduced new embedded AI capabilities and agents for the banking world. The new offerings, announced Tuesday (April 14), are designed to offer financial institutions and corporate banks AI-infused applications and pre-built artificial intelligence (AI) agents for treasury, trade finance, credit and lending.

Bloom Energy (NYSE: BE) ripped higher on Apr 14 after the AI infrastructure titan Oracle (NYSE: ORCL) expanded its master agreement to procure up to 2.8 GW of the firm's fuel cell capacity. This is a significant jump from the previous 1.2 GW agreement, highlighting the insatiable power demand of the artificial intelligence-energy nexus.

NEW YORK, April 14, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg, P.C. a preeminent law firm in obtaining redress for investors, is investigating Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) for potential violations of breaches of fiduciary duties involving the directors and officers of the Company.

CNBC's Seema Mody reports the latest news surrounding Oracle.

"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth.

The iShares Expanded Tech-Software ETF gained more than 5% on Monday, the fund's best daily return in over a year.