Oracle Corporation Depositary Shares, each representing a 1/2,000th interest in a share of 6.50% Series D Mandatory Convertible Preferred Stock ORCL.PRD

Oracle provides enterprise applications and infrastructure offerings through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used by the world's largest companies for high-volume online transaction processing workloads. Besides databases, Oracle also sells enterprise resource planning platforms and cloud infrastructure that play an increasingly important role in large language model training and inferencing.

Con 23 acciones de ORCL.PRD (USD 1.022,12) habrías recibido USD 51,75 en dividendos en los últimos 12 meses.

• The Motley Fool 4 oct

  How HPE Stock Gained 22.3% in September

  Hewlett Packard Enterprise (HPE) stock surged 22.3% in September 2026, driven by strong AI data center demand. The company reported a 34% revenue increase to $12.2 billion in Q3, with AI systems orders jumping over 30% to $2.4 billion. HPE also secured a $1.2 billion order from Vultr for AMD Helios AI racks and expanded deals with Oracle for AI networking infrastructure. Despite nearly tripling year-to-date, HPE trades at a reasonable 14.8x forward earnings with expected free cash flow of $5 billion in fiscal 2027.

  

• The Motley Fool 2 oct

  If a Bear Market Is Coming, These Are the 2 Stocks to Avoid -- and the 1 to Own

  In anticipation of a potential bear market driven by an AI spending slowdown, the article identifies Oracle and CoreWeave as vulnerable stocks due to their heavy reliance on expensive debt to fund growth in AI infrastructure. Conversely, Berkshire Hathaway is positioned as a defensive investment with $365 billion in cash reserves to capitalize on market downturns.

  

• Zacks Investment Research 2 oct

  Can Oracle's Database Business Sustain Margins over the Long Term?

  Oracle's multicloud database revenues surged 353% year-over-year as it shifts from traditional licenses to pay-per-use cloud pricing. However, the transition pressures margins through declining legacy software revenues and capital-intensive infrastructure buildout, resulting in negative free cash flow of $5 billion. MongoDB and Snowflake demonstrate stronger margin expansion in consumption-based models without similar infrastructure costs.

  

• Zacks Investment Research 2 oct

  Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?

  Salesforce is expanding its AI bundles combining Agentforce, Slack, and Data 360 to boost customer adoption and recurring revenue. Agentforce ARR reached $1.5 billion in Q2 (up 240% YoY), while combined Agentforce and Data 360 ARR hit $3.9 billion. However, overall revenue growth remains modest at 11% YoY. Competitors Microsoft and Oracle are pursuing similar bundled AI strategies, intensifying competition in the enterprise software market.

  

• The Motley Fool 1 oct

  Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026?

  Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.