Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 19, 2026Seeking AlphaSeeking AlphaORCL Oracle Corporation TechnologySoftware - Infrastructure Neutral New York Stock ExchangeAI cloud contracts, backlog, capital expenditure, data centers, debt, financial strategy, Interest rates, OpenAI, Oracle Corporation, Revenue Growth
Sep 19, 2026Seeking AlphaSeeking AlphaORCL Oracle Corporation TechnologyCloud Computing Bull New York Stock ExchangeAI compute demand, CAPEX investments, Cloud computing, cloud infrastructure, data center expansion, growth prospects, market share, Oracle Corporation, performance obligations, stock valuation
Sep 10, 2026Seeking AlphaSeeking AlphaORCL Oracle Corporation TechnologySoftware - Infrastructure Neutral New York Stock ExchangeAI-based infrastructure, capital expenditures, cloud services, debt management, financial improvement, investment strategy, Oracle Cloud Infrastructure, Revenue Growth, shareholder value, Utilization Rates
Aug 7, 2026SubstackAlpha Seeker 84ORCL Oracle Corporation TechnologyEnterprise Software Neutral New York Stock Exchangecloud pricing power, cloud unit, Database Software, Enterprise software, financing risk, incremental return, investment strategy, Oracle Corporation, performance obligation, technology
Jul 27, 2026Fund LettersAlpine CapitalORCL Oracle Corporation Software - InfrastructureSystems Software Bull New York Stock ExchangeAI infrastructure, Capital Raise, cloud infrastructure, contrarian, Database Software, Enterprise software, founder-led, hyperscaler, negative free cash flow, Value
Jul 23, 2026Fund LettersCrossingBridge AdvisorsORCL Oracle Corporation Software - InfrastructureSystems Software Bull New York Stock ExchangeAI investment, BBB-, cloud infrastructure, Free Cash Flow, investment grade, recurring revenue, SaaS, Senior Unsecured Bond, Software, technology
Jul 21, 2026Fund LettersNightview CapitalORCL Oracle Corp OtherSystems Software Bull -AI Computing, Bull, cloud infrastructure, cloud services, data infrastructure, Database Software, Enterprise Data, Equity, Systems Software
Jul 21, 2026SubstackAlpha Seeker 84ORCL Oracle Corporation Cloud ComputingEnterprise Software Neutral New York Stock ExchangeAI GPUs, backlog conversion, capital expenditures, Cloud computing, cloud infrastructure, Depreciation, Enterprise software, investment-grade rating, Oci, Oracle
Jul 21, 2026SubstackAlpha Seeker 84ORCL Oracle Corporation Cloud ComputingEnterprise Software Neutral New York Stock Exchangebacklog conversion, capital expenditure, cloud infrastructure, Depreciation, Enterprise software, financial stability, investment-grade rating, Oci, operational efficiency, Oracle
Jun 10, 2026Seeking AlphaSeeking AlphaORCL Oracle Corporation TechnologySoftware & IT Services Bear New York Stock ExchangeAI infrastructure, capital expenditure, cloud services, debt leverage, Free Cash Flow, investment horizon, Oracle Corporation, risk profile, shareholder dilution, Software Transition
Jun 6, 2026Seeking AlphaSeeking AlphaORCL Oracle Corporation TechnologyEnterprise Software Bull New York Stock ExchangeAI cloud services, Capital raises, cost-cutting, data center expansion, EPS growth, OpenAI partnership, P/E multiple, revenue backlog, RPO growth, technology sector
May 17, 2026Fund LettersFirst Eagle Global FundORCL Oracle Corporation Software - InfrastructureSystems Software Bull New York Stock ExchangeAI infrastructure, Cloud computing, contract backlog, Database Software, Enterprise software, Equity, generative AI, Systems Software
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

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