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Oracle's AI Expansion Comes Under Pressure as Default Risk Surges

Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...

Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the early edge of a wave that could reshape employment across entire industries.

On July 21, Mizuho told clients that Oracle (ORCL) stock could more than double from here. The bank reiterated its Outperform rating and kept its $320 price target, a call that implies about a 164% rise from Monday's close. That number stands out because Oracle has been one of 2026's most punished ...

(Bloomberg) -- Uber Technologies Inc. said it has cut 10% of jobs within its customer service operations as part of a broader effort to simplify its ranks and “embrace artificial intelligence.” Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to

Oracle stock has had a brutal run this summer.

A federal judge just froze David Ellison's dream of owning Hollywood's biggest studio, and the financial guarantee holding the deal together belongs to his father, whose personal fortune has been in freefall for months.

Oracle stock is in the doldrums lately. After a 4% drop yesterday, shares of the cloud computing firm now stand at their lowest level since June 2024. They're down 34% over the last month, compared with a 5% drop for the S&P's technology sector.

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

OpenAI’s struggles could cause the AI bubble to burst, bringing down with it much more than the company’s hardware division.

(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Role eliminations at cloud computing companies, especially Oracle, comprise the lion’s share of 2026 tech layoffs.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

Summary: Oracle has laid off about 13% of its global workforce over the past fiscal year. Are these job cuts bullish or bearish for ORCL shares’ long-term thesis? Let’s find out!

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Stock Market Today: The Dow Jones index dropped, while tech futures plunged as Micron, Nvidia and Sandisk dived premarket.

Microsoft has reportedly abandoned talks with Oracle to lease $3 billion in AI computing power after a stalemate over federal security regulations.

Shares of Oracle (ORCL) tumbled 8.53% on June 11 as investors are concerned about the company's plans to raise more money to fund its AI buildout, overshadowing better-than-expected fiscal fourth-quarter results and a higher profit outlook announced a day earlier. On June 10, the 49-year-old cloud ...

Today, June 11, 2026, investors weigh surging AI build-out costs against rapid cloud growth and resilient Wall Street optimism.

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

Oracle reported Q4’26 earnings at $2.11 per share, beating estimates of $1.96 per share.

Oracle stock fell despite posting fiscal fourth-quarter results ahead of estimates. Its guidance was in-line with forecasts.

The software and cloud-computing company reported cloud revenue rose 47%, including a 92% increase in cloud infrastructure revenue.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

The main US stock measures were pointing lower in Wednesday's premarket activity as tensions escalat

Stocktwits data showed retail traders continued to maintain a ‘bullish’ stance on QQQ, but have turned ‘neutral’ on SPY.

The stock market had a wild Tuesday, skidding but also coming off lows on AI fears and Trump's Iran threats. CPI inflation is on tap.

Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.