Oracle (ORCL) plans to raise about $40 billion via debt and equity issuances in fiscal 2027, includi
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Oracle's (ORCL) post-earnings sell-off could be due to its higher-than-expected capital expenditure
Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF
Strong quarterly results were overshadowed by rising AI infrastructure costs and plans for additional financing.
Wedbush Cuts Oracle Target, Sparks Fresh Fears Over $40B AI Spending Plan
AI Spending Plans Put Gross Margins Under Pressure
Record cloud infrastructure growth of 93% and a raised EPS outlook weren't enough
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 12% on Thursday after quarterly results drew investor scrutiny over the company's aggressive capital spending plans, even as a record backlog and strong cloud infrastructure growth pointed to durable demand for its AI buildout. The stock...
Oracle Tops Q4 Earnings Estimates. Why the Stock Is Tanking
All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded
Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Vows New Attacks on Iran, Threatens Key Energy TargetsUS Strikes Iran in Trump Escalation
Oracle shares tumbled 12% on Thursday as surging spending and a ballooning debt load fanned investor concerns about the cash burn in the company's push to build out AI infrastructure. A smaller player in the cloud-computing industry for a long time, Oracle has in recent months seized massive data-center deals with OpenAI and Meta to compete more forcefully with rivals, such as Amazon and Microsoft. But Oracle lacks the large cash flows that have primarily funded the tech giants' outlays, forcing it to burn cash and sell debt instruments at a time its traditional software business is under pressure from the very AI tools it plans to support through its cloud.
Oracle (ORCL) is taking the "right steps" to address the massive artificial intelligence opportunity
Oracle (NYSE:ORCL) just turned in the quarter that finally validates the AI infrastructure thesis. Cloud Infrastructure revenue jumped 93% year over year to $5.79 billion in Q4 FY2026, and the remaining performance obligation backlog now sits at $638 billion. Shares closed at $201.26 on June 10, up just 3.89% year to date. The disconnect between ... Can Oracle Hit $400? This Is How It Could
Early corporate clients are prepaying for access to Oracle's next-generation AI services.

Oracle (ORCL) stock has dropped by as much as 10% in Thursday's pre-market trading despite topping fiscal fourth quarter earnings and revenue estimates. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Monetary Matters Network co-founder Jack Farley for a conversation about whether the AI infrastructure company is showing signs of weakness or oversaturation in the buildout landscape.
Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and enterprise software names, with Salesforce (NYSE:CRM) stock down 1.28% to $168.80 and trading near its 52-week lows. Oracle stock closed at $201.26 Wednesday, ... Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide
The 10-year deal will replace more than 100 separate agency HR systems with a single cloud-based platform serving roughly 2 million federal employees
The company's backlog of future business is staggering, but the market is focused on the equally staggering cost of building it all.
Oracle stuck was falling after earnings but Wall Street analysts think ther’s reason to back the cloud computing-and-software company.
US equity futures were higher pre-bell Thursday as the US said it completed attacks against Iran aft
Investing.com - U.S. stock index futures rose on Thursday, buoyed by reports that the U.S. and Iran have held peace talks despite recent military strikes, while technology shares looked set to rebound from recent losses.
US equity markets were tracking in the green before the opening bell Thursday as traders assess esca
Oracle beat Wall Street expectations on revenue and profit, but investors balked at a new $40 billion financing plan for its AI buildout