- Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside
May 11, 2026
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Eightfold AI has launched an agentic interview intelligence integration with Oracle Fusion Cloud Recruiting. The integration embeds autonomous interviewing tools into Oracle's HR workflow for enterprise clients. Eightfold AI's capabilities run on Oracle Cloud Infrastructure, expanding Oracle's AI powered HR offering.
For investors watching NYSE:ORCL, this move sits at the intersection of cloud, AI, and HR software. Oracle already serves large enterprises with Fusion Cloud applications, and hiring efficiency, fairness, and automation are priorities for many HR teams. Integrating Eightfold AI's interview intelligence directly into Oracle's recruiting suite gives customers another way to manage talent decisions inside their existing systems.
This development adds another data point for how Oracle is positioning its cloud platform as a base for AI native workloads, as well as traditional enterprise software. For shareholders or potential investors, the focus is less on the buzz around AI and more on how deeply tools like Eightfold are being built into Oracle's core workflows for large clients.
Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle.NYSE:ORCL Earnings & Revenue Growth as at May 2026
📰 Beyond the headline: 2 risks and 3 things going right for Oracle that every investor should see.
Quick Assessment
✅ Price vs Analyst Target: At US$193.84, Oracle trades about 20% below the US$242.10 analyst target range midpoint. ✅ Simply Wall St Valuation: Simply Wall St’s DCF suggests the stock is trading 36.2% below its estimated fair value. ✅ Recent Momentum: The share price is up 40.4% over the past 30 days.
There is only one way to know the right time to buy, sell or hold Oracle: head to Simply Wall St's company report for the latest analysis of Oracle's fair value.
Key Considerations
📊 The Eightfold AI integration reinforces Oracle Fusion Cloud as a home for AI powered HR workflows, which can matter for stickiness with large recruiting teams. 📊 It may be useful to watch how management talks about AI native HR workloads on future calls, including any impact on cloud revenue mix, margins and customer wins. ⚠️ Simply Wall St flags two major risks, including debt coverage and non cash earnings quality, which are important to weigh against the AI and cloud narrative.
Dig Deeper
For a fuller picture, including more risks and potential rewards, check out the complete Oracle analysis. Alternatively, you can visit the community page for Oracle to see how other investors believe this latest news will affect the company's narrative.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ORCL.
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- SoftBank's $100 Billion France AI Push Could Reshape Data Center Race
May 11, 2026
This article first appeared on GuruFocus.
SoftBank Group Corp. (SOBKY) founder Masayoshi Son is exploring a potentially major AI infrastructure push in France as demand for data center capacity continues to accelerate. According to people familiar with the matter, Son has held talks about unveiling an ambitious French AI data center project with President Emmanuel Macron in the coming weeks. The Japanese entrepreneur is considering a multibillion-dollar investment in the country as part of SoftBank's broader AI infrastructure buildout. Son has also floated the idea of putting as much as $100 billion into France, though people familiar with the discussions said he may not reach that level if he decides to prioritize other projects. Macron proposed the AI idea during a recent meeting with Son in Tokyo, and the announcement could come as soon as this month, potentially during the Choose France Summit, which Macron started in 2018 to attract foreign investment and promote France's business appeal.
Warning! GuruFocus has detected 7 Warning Signs with SOBKY. Is SOBKY fairly valued? Test your thesis with our free DCF calculator.
The possible France project would add to a growing list of AI infrastructure ambitions that could reshape SoftBank's capital allocation story, while also raising questions about financing. Son has already announced hundreds of billions of dollars in AI infrastructure investments around the world that have not yet been realized, and the details of the French project remain in flux. The potential France buildout follows SoftBank's March announcement of a large-scale data center project in Ohio that could channel $500 billion toward 10 gigawatts of capacity, powered by roughly $33 billion worth of natural gas-fired electricity. The company is also working with OpenAI, Oracle Corp. (NYSE:ORCL), and Abu Dhabi's MGX on the $500 billion Stargate initiative to roll out data center facilities across the US. In addition, SoftBank has committed to investing more than $60 billion in OpenAI for a stake of about 13%, though Bloomberg reported that the company downsized plans for a $10 billion margin loan backed by the OpenAI stake after hesitation from some creditors, with SoftBank and its bankers discussing an amount as low as $6 billion.
For investors, the potential French investment could signal how aggressively Son wants to secure AI compute bases across major global markets as technology companies race to meet rising demand for AI services. Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG), Microsoft Corp. (NASDAQ:MSFT), and Meta Platforms Inc. (NASDAQ:META) now plan to spend as much as $725 billion this year on AI infrastructure, almost double last year's level, highlighting the scale of the capex cycle surrounding AI. France could be an important piece of that strategy because Macron has pushed for sovereign AI outside the US and China, backed local players such as Mistral AI, and promoted France's energy grid and nuclear power supplies as advantages. At last year's Choose France Summit, Nvidia Corp. (NASDAQ:NVDA) and MGX announced plans with Mistral to build a 1.4 gigawatt site, while the UAE said it would spend between 30 billion and 50 billion on a new campus in France, according to French officials. The core investor question is whether SoftBank can turn Son's increasingly global AI infrastructure vision into funded, realized projects at the same scale being discussed.
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- Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade
May 11, 2026
In the latest close session, Oracle (ORCL) was down 1.08% at $193.84. The stock fell short of the S&P 500, which registered a gain of 0.19% for the day. Elsewhere, the Dow saw an upswing of 0.19%, while the tech-heavy Nasdaq appreciated by 0.1%.
The software maker's stock has climbed by 41.9% in the past month, exceeding the Computer and Technology sector's gain of 19.09% and the S&P 500's gain of 9.13%.
The investment community will be closely monitoring the performance of Oracle in its forthcoming earnings report. On that day, Oracle is projected to report earnings of $1.96 per share, which would represent year-over-year growth of 15.29%. Simultaneously, our latest consensus estimate expects the revenue to be $19.08 billion, showing a 19.98% escalation compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $7.46 per share and revenue of $67.22 billion, indicating changes of +23.71% and +17.1%, respectively, compared to the previous year.
It is also important to note the recent changes to analyst estimates for Oracle. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.15% higher. Oracle is holding a Zacks Rank of #3 (Hold) right now.
In the context of valuation, Oracle is at present trading with a Forward P/E ratio of 26.28. For comparison, its industry has an average Forward P/E of 17.99, which means Oracle is trading at a premium to the group.
Investors should also note that ORCL has a PEG ratio of 1.52 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Computer - Software industry currently had an average PEG ratio of 1.52 as of yesterday's close.
The Computer - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 155, finds itself in the bottom 37% echelons of all 250+ industries.
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The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
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This article originally published on Zacks Investment Research (zacks.com).
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- SoftBank Eyes $100 Billion France AI Push
May 11, 2026
This article first appeared on GuruFocus.
SoftBank Group (SFTBY, Financials) founder Masayoshi Son is reportedly considering an investment of up to $100 billion in France, including a major artificial intelligence infrastructure project.
Warning! GuruFocus has detected 9 Warning Signs with SFTBY. Is SFTBY fairly valued? Test your thesis with our free DCF calculator.
According to Bloomberg News, Son has held talks about announcing a French AI data center project with President Emmanuel Macron in the coming weeks. The plan could be unveiled during the Choose France Summit, though details remain subject to change.
The potential investment would add to SoftBank's growing AI strategy, which already includes major backing for OpenAI and participation in the $500 billion Stargate data center project with OpenAI and Oracle.
For investors, the report shows SoftBank is continuing to position itself as a major financier of AI infrastructure as demand for computing power accelerates globally.
SoftBank has also invested in robotics, digital infrastructure and AI-related platforms, making the company increasingly tied to long-term growth in artificial intelligence.
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- Oracle finally pauses after sharp AI fueled rally
May 11, 2026
This article first appeared on GuruFocus.
Oracle (NYSE:ORCL) finally cooled off Monday after a strong multi day rally, with shares slipping about 1% to around $194 and snapping a six session winning streak. The pullback comes after the stock surged roughly 14% between May 1 and May 8, massively outperforming the broader S&P 500's 2.3% gain during the same stretch.
Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.
The recent rally has largely been tied to the market's growing belief that Oracle could become one of the bigger beneficiaries of the AI infrastructure boom. Investors have been piling back into AI linked names as governments and enterprises continue ramping up spending on large scale computing, cloud capacity and classified AI systems.
Part of that momentum was fueled by reports that the U.S. Department of War signed agreements with several tech companies to deploy AI capabilities in classified environments, reinforcing the idea that defense related AI spending is only getting started. At the same time, major global infrastructure projects, including SoftBank's latest AI investment push, have kept enthusiasm around the sector elevated.
Even after the recent bounce, Oracle shares are still down nearly 15% over the past month and roughly 30% year to date, showing just how volatile the AI trade has become this year.
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- Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.
May 11, 2026
Gone are the days when operating cash flow could cover the bills. 2026 is shaping up to be a milestone year.
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- Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade
May 11, 2026 · zacks.com
In the most recent trading session, Oracle (ORCL) closed at $193.84, indicating a -1.08% shift from the previous trading day.
- Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
May 11, 2026
If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.
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- Nvidia has added an Oracle's worth of market cap in just four trading days
May 11, 2026 · marketwatch.com
Nvidia's stock is on pace to record its best four-session gain of 2026 after severely lagging the chip sector in the year to date.
- IoT in Manufacturing Market Surges to $142.63 billion by 2031 | CAGR 10.1%
May 11, 2026
Delray Beach, FL, May 11, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the IoT in Manufacturing Market is projected to grow from USD 87.98 billion in 2026 to USD 142.63 billion by 2031 at a CAGR of 10.1% during the forecast period.
Browse 355 market data Tables and 55 Figures spread through 350 Pages and in-depth TOC on "IoT in Manufacturing Market - Global Forecast to 2031"
IoT in Manufacturing Market Share & Growth:</b>
Market Size Available for Years: 2020–20312026 Market Size: USD 87.98 billion2031 Projected Market Size: USD 142.63 billionCAGR (2026–2031): 10.1%
IoT in Manufacturing Market Analysis & Forecast:</b>
Rapid digital innovation is reshaping the IoT in manufacturing market.North America accounts for the largest market share.The solutions segment held the largest share of the IoT in manufacturing market.The cloud segment recorded the highest CAGR in the IoT in manufacturing market during the forecast period.
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The rapid advancements in digital technologies are significantly transforming the IoT in the manufacturing market. The integration of IoT with technologies such as artificial intelligence, machine learning, and edge computing is enabling manufacturers to achieve real-time monitoring, predictive maintenance, and improved operational efficiency. These smart systems allow machines to communicate with each other, reducing downtime and optimizing production processes.
Additionally, advanced sensors and connected devices are generating large volumes of data, which can be analyzed to improve decision-making and enhance productivity. As manufacturers increasingly focus on automation and smart factory initiatives, IoT is becoming a core component of modern industrial ecosystems. This technological evolution is helping organizations minimize costs, improve quality, and increase overall efficiency, thereby driving strong growth in the IoT in manufacturing market.
North America holds the largest market size.
North America holds the largest market share in the IoT in manufacturing market during the forecast period, driven by the early adoption of advanced technologies and strong industrial infrastructure. The presence of leading technology providers and manufacturing companies in the United States and Canada is significantly contributing to market growth. Organizations in this region are increasingly investing in smart manufacturing, automation, and Industry 4.0 initiatives to enhance productivity and maintain global competitiveness.
Additionally, the availability of high-speed connectivity, including widespread 5G deployment, is enabling seamless integration of IoT solutions across manufacturing operations. Industries such as automotive, aerospace, and electronics are actively implementing IoT solutions for predictive maintenance, asset tracking, and process optimization. As a result, North America continues to dominate the market with strong technological capabilities and high investment levels.
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The solutions segment contributed the largest market share for IoT in manufacturing.
The solutions segment is expected to contribute the largest market share in the IoT in manufacturing market, as organizations increasingly adopt integrated platforms to manage complex industrial operations. Manufacturers require comprehensive solutions that combine device connectivity, data analytics, monitoring, and control within a single system. These solutions help eliminate fragmented systems and improve visibility across production processes. By leveraging IoT solutions, companies can monitor machine performance in real-time, predict equipment failures, and optimize resource utilization.
This reduces downtime, enhances productivity, and improves overall operational efficiency. The demand for customized and scalable solutions is particularly high in industries such as automotive, electronics, and heavy machinery. As manufacturing environments become more complex, the need for end-to-end IoT solutions continues to grow, making this segment a key contributor to market expansion.
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The cloud segment registered the highest CAGR in the IoT in manufacturing market during the forecast period.
The cloud segment is expected to register the highest CAGR in the IoT in manufacturing market during the forecast period, driven by the increasing demand for scalable and flexible data management solutions. Cloud-based platforms enable manufacturers to store and process large volumes of data generated by IoT devices without the need for heavy on-premise infrastructure. This allows organizations to access real-time insights, improve decision-making, and enhance operational efficiency.
Additionally, cloud solutions support remote monitoring and management of manufacturing operations, which is especially beneficial for companies with multiple production sites. The integration of advanced analytics, AI, and machine learning with cloud platforms further enhances their capabilities. As businesses continue to focus on digital transformation and cost optimization, the adoption of cloud-based IoT solutions is rapidly increasing, making it the fastest-growing segment in the market.
Companies in IoT in Manufacturing Market:
Companies in IoT in Manufacturing Market include IBM (US), Microsoft (US), Google (US), Palantir (US), Oracle (US), SAS Institute (US), SAP (Germany), Adobe (US), Zoho (India), Sisense (US), Workday (US), Infor (US), Epic Systems (US), Savant Labs (US), AWS (US), Mu Sigma (US), and other vendors.
