$Oracle(ORCL)$ Oracle just locked in another big long-term government contract. A nearly $7B, 10-year enterprise software deal covering the Pentagon, Coast Guard, and U.S. intelligence agencies, running through 2036. The consolidated contract is expected to bring major efficiency gains and save taxpayers at least $441M. Adds another layer to Oracle's growing cloud and enterprise software momentum, strengthening its position in mission-critical government infrastructure.
$Oracle(ORCL)$ Looking at Oracle's credit default swap chart, it initially shot up and that sent the share price from the $340s down to the $130s. Then after February 2026 it dipped a bit, which took the price from the $130s to the $250s as the market read that as credit concerns fading. That small uptick since June, combined with the recent S&P credit downgrade, pushed the price from the $250s down to the $120s. It's not like they're in some kind of crisis. What gets me is Oracle has full control over their business. All they have to do is accept slightly less business, digest through the debt they have, and that credit default concern goes down while the share price goes up. $400+. That's why I'm not worr
$Oracle(ORCL)$ Similar to the wave of major layoffs across the tech sector since 2023, driven by companies integrating AI into their own operations, large institutions outside Silicon Valley now have a strong incentive to automate and streamline their own corporate bloat. Oracle is already deeply embedded in this landscape through its database infrastructure and systems of record. There's a long and increasingly profitable runway ahead for integrating AI with all of that.
$Alphabet(GOOGL)$ Excluding the paper gains from SpaceX and Anthropic, Alphabet's core EPS comes in at $2.85, which is pretty close to the $2.88 forecast. Most analysts tend to back out those massive unrealized gains from their calculations. Leaving a $98 billion paper gain in the numbers artificially inflates the reported EPS and can obscure the significant cash burn and CapEx happening in Google Cloud and Search infrastructure right now. If you strip out that roughly $98 billion net unrealized gain from non-marketable equity securities—which includes the Anthropic revaluation and SpaceX markup—the adjusted results look quite different on a GAAP versus non-GAAP basis. The reported GAAP EPS is $10.82, which includes that paper gain. But the
$Oracle(ORCL)$ The share price in 2023 was a green check. Google announced increased capital expenditures due to huge compute demand, which is another green check. From where I stand, Oracle is starting to look like a bit of a snack.
$Oracle(ORCL)$ The stock is getting close to a monthly support level. It looks oversold, so I'm watching for a bounce. I'm looking to accumulate at these levels.
Four AI stocks that look heavily discounted at current levels: $Oracle(ORCL)$ at $124. The company has one of the world's largest data ecosystems and is becoming a major player in AI infrastructure. Growth expectations are still strong, but the valuation is around 15x forward earnings. $ServiceNow(NOW)$ at $102. It's essentially the backbone for enterprise AI workflows. Growth is starting to pick up again, management is confident, and the stock is still about 60% below its highs. $CoreWeave, Inc.(CRWV)$ at $79. This is one of the fastest-growing names in the NeoCloud space, with huge AI demand, a large backlog, strong margins, and backing from NV
$Oracle(ORCL)$ Just looking at Oracle's long-term fundamentals here. The current market cap is $364B, with a massive RPO backlog of $638B. Revenue is projected to grow at a 31% CAGR through FY2030, and demand for cloud compute and infrastructure keeps accelerating. The long-term growth runway looks significant.