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The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
Investors are entering the second-quarter earnings season focused on whether heavy artificial intelligence spending by major technology companies will begin translating into stronger revenue growth, according to Wedbush Securities analysts. Wedbush wrote that recent weakness in large-cap...
$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.
ORCL and ADBE spotlight a positive earnings outlook as S&P 500 estimates rise, even as investors weigh AI spending, cash flow and growth trends.
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 ...
Earnings season is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.
The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.
On June 12, Oracle’s (ORCL) earnings beat ran straight into what has apparently been a wall of investor worry. Wall Street had been looking for proof that Oracle’s cloud infrastructure business was still riding the AI boom, and the company delivered plenty of it. Revenue surged, Oracle Cloud ...
Wedbush Cuts Oracle Target, Sparks Fresh Fears Over $40B AI Spending Plan
All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded
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 beat Wall Street expectations on revenue and profit, but investors balked at a new $40 billion financing plan for its AI buildout
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 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.
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 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.
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
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.
Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
Oracle (ORCL) heads into its next earnings release on June 10 with plenty of reasons for investors to be concerned. The company has become one of Wall Street’s greatest bets on artificial intelligence infrastructure, but that has also elevated the stakes. Oracle is pouring money into growing its ...
Cloud infrastructure growth and customer demand remain key areas of focus.
The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.
Adobe (NASDAQ: ADBE) is set to report its earnings on Thursday, June 11, 2026. Heading into the results, the stock has experienced notable pressure, dropping roughly 8% over the past five days as investors heavily scrutinize the company's ability to successfully monetize its generative AI tools.
Oracle Corporation will release earnings for its fourth quarter after the closing bell on Wednesday, June 10. Analysts expect the company to report quarterly earnings of $1.96 per share, up from $1.70 per share in the year-ago period. The consensus...
Oracle reports fourth-quarter earnings on Wednesday afternoon as it continues to disrupt its own legacy software business with cloud software and services. Wall Street analysts are expecting the company to report $1.96 in adjusted earnings per share, up from $1.70 the year before. With sales of its mature business software stalled, in 2019 Oracle began running the Microsoft cloud-pivot playbook.
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