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.
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A newly awarded federal cloud contract could give ORCL investors a compelling reason to look past the concerns.
Oracle just wrapped its fiscal year 2026 with record quarterly revenue of $19.2 billion, up 21% year-over-year (YoY), and its leadership team used the June 10 earnings call to send a clear message to investors: the biggest growth is still ahead. Cloud infrastructure revenue surged 93% in the ...

<body><p>STORY: The U.S. Justice Department's (DOJ) Antitrust Division said it has cleared Paramount Skydance Corp's planned acquisition of Warner Bros. Discovery.</p><p>It said the $110 billion transaction was unlikely to harm competition or consumers,</p><p>saying its impact "will be to increase competition across the media and entertainment ecosystem, with benefits for American consumers and workers."</p><p>Paramount thanked the DOJ for its review of the transaction.</p><p>It said the deal would allow the company to better compete in an industry defined by an intense scramble for audiences, talent, technology and investment.</p><p>Paramount CEO David Ellison's father, billionaire Oracle co-founder Larry Ellison, has cultivated ties with President Donald Trump.</p><p>Assistant Attorney General Omeed Assefi had said that politics would "absolutely not" drive the DOJ's review of the transaction.</p><p>The Federal Communications Commission has yet to approve Paramount's petition for foreign investors to own up to 100% of the deal's debt.</p><p>Several in Hollywood have expressed concern that the merger would result in fewer jobs and less diversity of storytelling.</p><p>Sources familiar with the matter told Reuters last week that California, New York and other U.S. states are preparing a lawsuit to block the deal.</p></body>
Earnings season is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.
(Bloomberg) -- The US Justice Department has closed its antitrust probe into Paramount Skydance Corp.’s $110 billion purchase of Warner Bros. Discovery Inc., according to people familiar with the decision.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX Shares Close 19% Higher After Historic $75 Billion IPOTrump Insists Iran Deal Is Close
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 ...
Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.
The stock market tumbled to key levels but roared back on Iran deal hopes. The record SpaceX IPO took off. Oracle dived on AI spending.
CORRECTIONS The first name of Lynn Bromley, a former Maine state senator, was misspelled as Lynne in some editions Thursday in a U.S. News article about women voters. Oracle’s fourth-quarter cloud-infrastructure revenue rose 93% from a year earlier.
Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.
U.S. stocks rallied to their best day in two months, and oil prices fell after President Donald Trump called off his threat to bomb Iran in the evening. The Dow Jones Industrial Average leaped 1.9%, and the Nasdaq composite rallied 2.5%. The Nasdaq composite rose 640.16 points, or 2.5%, to 25,809.66.
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
(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.
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.
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.
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 Corp (ORCL) reports a robust Q4 with significant gains in cloud infrastructure and AI contracts, despite challenges in gross margins and competitive pressures.
The U.S. launched fresh strikes on Iran on Wednesday, even as the war in the Middle East has stretched over 100 days now.
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 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.