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The move comes after Oracle reported larger-than-expected capital expenditures to fund its data center buildout—with more significant spending on the way. The company reported $55.7 billion in capital expenditures for its latest fiscal year, higher than the $50 billion Oracle previously forecast.

Stocks looked poised for a rebound today, as investors shrug off mounting U.S.-Iran tensions and Oracle earnings that highlighted the huge cost of the AI boom.

Wall Street is reeling after a brutal two-session selloff, but some of the worst performers from that stretch are leading the market higher.

SAP (NYSE:SAP) shares fell more than 4% after competitor Oracle (NYSE:ORCL) revealed fiscal 2027 capital expenditure plans that significantly exceeded analyst expectations, highlighting the escalating costs associated with competing in the artificial intelligence infrastructure market. Oracle’s shares dropped more than 10% in premarket trading on Thursday after the company announced it could spend as much as $95 billion on capital projects during fiscal 2027.

Oracle (NYSE:ORCL) reported quarterly earnings and revenue ahead of market forecasts on Wednesday and raised its outlook for annual adjusted earnings per share. Despite the strong operating performance, the stock fell 10.

Oracle’s guidance overshadows growth from the cloud, inflation could keep Fed on “prolonged hold,” SpaceX stock gets its first analyst, and more news to start your day.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

Investors are monitoring a mix of geopolitical tensions, corporate earnings developments and central bank policy decisions, with U. S.

The company said total revenue for the quarter rose 21% to $19.2bn.

(Updates with the stock move, gross margin, and capex in the first, ninth, 10th, and 11th paragraphs

Stocktwits data showed retail traders have turned cautious, with sentiment dipping to ‘bearish’ on SPY and ‘neutral’ on QQQ.

Oracle shares fell in the Thursday premarket after the company reported mixed earnings results for its fiscal fourth quarter after the Wednesday bell. Oracle also said that its capital expenditures for the current fiscal year would be around $70 billion, plus another $20 billion to $25 billion paid directly by customers. In its just ended fiscal 2026 year, Oracle’s capex was $56 billion, up from $21 billion in fiscal 2025.

Investing.com -- Shares in SAP (NYSE:SAP) (ETR:SAPG) dropped more than 4% after rival Oracle (NYSE:ORCL) unveiled capital spending plans for fiscal 2027 that came in well above Wall Street expectations.

Oracle expects a net cash outlay for capital expenditures of around $70 billion for fiscal 2027, Chief Financial Officer Hillary Maxson said Wednesday. The reported amount will be higher by about $20 billion to $25 billion due to prepayment and customer impacts.

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-quarter earnings call, CEO Mike Sicilia said concerns about the “SaaS apocalypse” had caused some customers to delay decisions a few quarters ago, but that sentiment has changed. “People have quickly moved on to that

Oracle Corp (ORCL) reports a robust Q4 with significant gains in cloud infrastructure and AI contracts, despite challenges in gross margins and competitive pressures.

Oracle beat Q4 earnings and sealed a $300B OpenAI deal. Flat guidance sent shares down 8%. The AI bet has a price.

<body><p>STORY: Oracle shares plunged in after-hours trade Wednesday, dropping close to 9%.</p><p>:: Oracle</p><p>The dive came after the tech firm said its spending on AI would blow past estimates.</p><p>It also said it would have to raise more debt next year, reflecting the staggering sums of money being put into AI infrastructure.</p><p>Oracle has big deals to build data centers for customers like Meta and OpenAI.</p><p>:: Oracle</p><p>On Wednesday it said its huge “Stargate” facility in Texas would be more than three-quarters complete within 90 days.</p><p>OpenAI said customers can now access its cutting-edge coding models on Oracle’s cloud.</p><p>But the rising costs are giving investors the jitters.</p><p>This year, Oracle says capital expenditures hit close to $56 billion, well above its target.</p><p>In fiscal 2027, it says that figure will balloon to as much as $95 billion, though some of that will be repaid by customers.</p><p>The company also said its profit margins would “step down” over the coming year as it ramps up data-center projects.</p><p>One analyst told Reuters that, while Oracle has real demand for its services, it was getting harder to see how it could fund all the investment required.</p></body>

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

The U.S. launched fresh strikes on Iran on Wednesday, even as the war in the Middle East has stretched over 100 days now.

Arm Holdings plc (NASDAQ:ARM) is one of the Best Up and Coming AI Stocks to Buy Now. The company completed its IPO in 2023 with a market valuation of roughly $54.5 billion and was considered one of the largest IPOs of the year. Since then, the company has gone on to become a prominent AI […]

The Nasdaq Composite tumbled again today after the latest inflation reading and higher oil prices failed to stop the bleeding. Chips were at the heart of the downturn, with the iShares Semiconductor ETF sinking another 3.7%, putting the chip stock benchmark 12% off its June 3 closing high. Industrials were the biggest laggard on Wednesday, dragged down by a swirl of other factors including rising oil prices, and expectations of a Fed interest rate hike.

The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.

US stock futures tumbled amid reports that the US struck Iran hours after President Trump had pledged to do so, saying negotiations were taking "too long."

On the call today are Chief Executive Officer, Mike Cecilia, and Chief Executive Officer, Clayton Magouyrk, and Chief financial officer, Hilary Barbara Maxson. A copy of the press release including financial results tables, supplemental financial metrics and guidance are now available from the Investor Relations website.

Oracle (NYSE:ORCL) reported a record fiscal fourth quarter and outlined plans for another year of heavy capital investment as executives said demand for AI infrastructure, cloud database services and cloud applications is driving a sharp increase in contracted future revenue. On the company’s fourt

Although the revenue and EPS for Oracle (ORCL) give a sense of how its business performed in the quarter ended May 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Oracle shares slid 6% in after-hours trading following an earnings report showing that the software and cloud-computing company spent more than expected on capital projects last year. Oracle, whose fiscal year ends in May, reported $55.