Oracle Corporation

Enterprise-software provider Oracle (ORCL) committed $1 billion over four years to strengthen its partner network, with shares trading at $125.95, up 0.33%, at

TikTok's U.S. entity is looking to secure multiple gigawatts of computing capacity, sources told CNBC. The company "runs primarily on Oracle Cloud Infrastructure in the U.S. and Oracle will continue to be our primary cloud infrastructure provider," a TikTok U.S. spokesperson told CNBC.

ORCL's $664 billion backlog, self-funding AI contracts and raised fiscal 2027 guidance give it an edge over BABA despite heavy capex and negative free cash flow.

Oracle (NYSE: ORCL) stock's 49.59% price collapse from the early June highs near $250 to $125.09 at press time has, so far, failed to decisively sour the mood of Wall Street analysts, with the most recent note featuring a ‘Buy' rating.

Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing this AI infrastructure giant at a historic discount.

AUSTIN, Texas, Oct. 23, 2026 /PRNewswire/ -- Oracle (NYSE: ORCL) today announced that it will hold its Investor Day Meeting at Oracle AI World, Wednesday, October 28, 2026. Oracle's Investor Day Meeting will be live at 10:55 a.m.

Expanded benefits and incentives provide resources to build offerings, pursue new business, and deliver customer success LAS VEGAS, Oct. 23, 2026 /PRNewswire/ -- Oracle AI World -- Oracle today announced a $1 billion commitment to its partner ecosystem to help partners capitalize on customer demand for AI-powered solutions and services. Spanning the next four years, the investment is intended to expand opportunities for partners to develop innovative solutions, build specialized expertise, and deliver the technology and services customers need to support business transformation and pursue improved outcomes.

Expanded access to cloud commitments, collaboration with Oracle sellers, and new purchasing options help partners turn enterprise demand into revenue LAS VEGAS, Oct. 23, 2026 /PRNewswire/ -- Oracle AI World -- Oracle today announced enhancements to Oracle Marketplace designed to help software and services partners, especially independent software vendors (ISVs), grow their businesses with Oracle customers and simplify purchasing. Expanded use of Oracle Universal Credits (UCs), new co-sell capabilities, and additional purchasing options help partners reach customers and sell through established budgets and buying processes.