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.

I Predicted Oracle Would Be the Hottest "Ten Titans" Stock to Buy in 2026, But the Growth Stock Is Already Down 27% This Year. Is Oracle Still a Buy?

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

Oracle's Larry Ellison is down an unmatched $49 billion this year after the plunge in software stocks

Oracle cofounder Larry Ellison's net worth has slumped below $200 billion after his company's stock was caught up in the software sell-off.

Oracle: This Capitulation Has Gone Too Far

Oracle Corporation is upgraded to Strong Buy as its stock forms a long-term bottom near 2025 lows, offering highly compelling ...
Seeking Alpha

Oracle: Watch Out For Valuation, But This Is Now A Major Growth Stock

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 ...
Morningstar

Is Oracle Stock a Buy, Sell, or Fairly Valued After Earnings?

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 ...