Saturday, September 5, 2026
Via News Knowledge File

Oracle Corporation

organization80% conf.·synced Sep 5, 2026

Technology company that adopted Custom AI Companion for global workforce AI assistants

60
sourced metrics
778
relationships
20
stated objectives
8
Via News reports

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Key metrics · each point sourced

Price 52 Week High
328.33USD
Sep 4, 2026reference only
Stock Price
158.78USD
Sep 4, 2026reference only
Price 52 Week Low
114.99USD
Sep 4, 2026reference only
Market Cap
457361185380USD
Sep 4, 2026reference only
Stock Return Ytd
-18.9%
Sep 4, 2026reference only
Shares Outstanding
2880471000.0shares
Jun 12, 2026reference only
Cash
31289000000.0USD
May 31, 2026reference only
Total Assets
261759000000.0USD
May 31, 2026reference only
Revenue
67357000000.0USD
May 31, 2026reference only
Operating Cash Flow
31977000000.0USD
May 31, 2026reference only
Capex
55663000000.0USD
May 31, 2026reference only
Stockholders Equity
42508000000.0USD
May 31, 2026reference only
Net Income
17087000000.0USD
May 31, 2026reference only
Eps
5.83USD_per_share
May 31, 2026reference only
Rd Expense
10272000000.0USD
May 31, 2026reference only
Operating Income
20606000000.0USD
May 31, 2026reference only

Stated objectives

Oracle plans to raise up to $50 billion for cloud buildout

source
target: 50 billion USD by 2026-12-31 00:00:00stated

Raise capex forecast to around $50 billion for AI data centers

source
target: 50 billion USD stated

Oracle Cloud Infrastructure revenue growth

source
target: 4.1 billion USD (68% climb) stated

Build AI data centers

source
target: 50 billion USD capex stated

Oracle launched AI-driven supply chain tools to predict disruptions and optimize inventory levels

source
by 2025-01-01 00:00:00stated

Oracle targets continued cloud acceleration and data center capacity expansion in FY2026

source
stated

Capital spending on AI infrastructure

source
target: 500+ billion USD by 2026-01-01 00:00:00stated

Accelerate revenue and profit growth through AI infrastructure capital expenditure

source
stated

Spend on CapEx right before it starts generating revenue

source
stated

Increased guidance for 2027 revenues by $4 billion

source
target: 4 billion USD increase by 2027-01-01 00:00:00stated

Relationship graph · 778 connections

Competes with
136
Developed by
107
Covered by
97
Customer of
74
Supplies to
68
Employs
38
located in
27
headquartered in
23

Via News coverage

This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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