Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026SubstackMonopolistic InvestorORCL Oracle Corp TechnologyEnterprise Software Bull New York Stock ExchangeAcquisitions, business applications, database management, Enterprise software, Gross margin, innovation, market leadership, Oracle Corp, technology
Apr 20, 2026Fund LettersWhite Falcon Capital ManagementORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI, cloud infrastructure, Data Moat, Database, Enterprise software, hyperscaler, Mission-Critical, Multicloud, System of Record
Apr 17, 2026Fund LettersParnassus Growth Equity FundORCL Oracle Corporation Software - InfrastructureSoftware Bull New York Stock ExchangeAI training, business transformation, cloud infrastructure, Database Software, Enterprise software, Equity, technology
Apr 15, 2026Fund LettersJanus Henderson Forty FundORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI-Resistant, cloud infrastructure, Database, Enterprise software, hyperscale, Mission-critical systems
Mar 31, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyORCL Oracle Software - InfrastructureSystems Software Bull New York Stock ExchangeAI training, data centers, hyperscalers, Non-Cancelable Contracts, OpenAI, Rpo, Sublease
Mar 31, 2026Fund LettersOakmark Fixed IncomeORCL Oracle Corporation Software - InfrastructureSystems Software Bull NASDAQAI investment, cash flow generation, cloud infrastructure, Convertible Bonds, Enterprise software, Investment grade credit, technology
Feb 9, 2026Fund LettersAziz V. HamzaogullariORCL Oracle Corporation Information TechnologyEnterprise Software Bull New York Stock ExchangeArtificial Intelligence, backlog, CapEx, Cloud computing, Enterprise software, Subscriptions
Jan 26, 2026Fund LettersJulien AlbertiniORCL Oracle Corporation Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, cloud, leverage, Software
Jan 26, 2026Fund LettersScott LaBrecheORCL Oracle Corp. Information TechnologySystems Software Bear New York Stock ExchangeAI infrastructure, CapEx, cloud, debt, Enterprise software
Jan 22, 2026Fund LettersFrank M. SandsORCL Oracle Corp. Information TechnologySoftware Bear New York Stock ExchangeBalance_Sheet, CapEx, cloud, Competition, growth, leverage, Partnerships
Jan 21, 2026Fund LettersDamon FicklinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 18, 2026Fund LettersCharles K. BobrinskoyORCL Oracle Corporation Information TechnologySoftware Bull New York Stock ExchangeArtificial Intelligence, backlog, Cloud computing, Enterprise software, Platform Shift
Jan 16, 2026Fund LettersNick SchommerORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, cloud, hyperscale, infrastructure, Rpo
Jan 14, 2026Fund LettersThomas KüpferORCL Oracle Corp. Information TechnologyApplication Software Bull New York Stock ExchangeAI infrastructure, CapEx, cloud, Enterprise software, valuation
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Systems SoftwareSystems Software Bull New York Stock ExchangeAI, cloud, Contracts, Databases, hyperscale, infrastructure
Jan 13, 2026Fund LettersSilas MyersORCL Oracle Corp. Information TechnologyApplication Software Bear New York Stock ExchangeAI, CapEx, Concentration, infrastructure, ROIC
Jan 12, 2026Fund LettersDan DavidowitzORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, Execution, valuation
Jan 8, 2026Fund LettersScott GoodwinORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock Exchangecloud, Database, Financing, infrastructure, Issuance
Jan 7, 2026Fund LettersJohn BaldiORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, CapEx, cloud, Margins, Risk
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillORCL Oracle Corporation Information TechnologyApplication Software Bull NYSEAI, cloud, Contracts, Oci, visibility

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