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US Top News and Analysis | Oracle is down big in 2026. Dan Ives says buy the dip

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Oracle is positioning itself as a core infrastructure provider for the AI revolution, prompting Wedbush Securities analyst Dan Ives to initiate coverage with an “outperform” rating and a $225 price target that implies about 27.6% upside from the recent close. Ives highlights Oracle’s recent contracts—including a $300 billion, five‑year deal to supply computing power to OpenAI starting in 2027 and a partnership with Nvidia to integrate Oracle Cloud Infrastructure with Nvidia’s AI platform—as evidence of strong, contract‑backed demand. While some investors worry about the company’s hefty capital expenditures and negative free cash flow, Ives argues these concerns are short‑sighted, noting that Oracle is executing a $45‑$50 billion capital raise and has already secured $30 billion through investment‑grade bonds and convertible preferred stock to fund its obligations. The analyst’s bullish view aligns with the broader market consensus, with 35 of 46 analysts rating the stock a buy or strong buy; Oracle’s shares have risen about 28% over the past year but have slipped roughly 10% in 2026 amid ongoing AI‑related spending concerns.

#Oracle #DanIves #OpenAI #Nvidia #AIinfrastructure

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