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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.
Deal will power workforce management for roughly 2 million U.S. federal employees.
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.
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
Oracle beat Wall Street expectations on revenue and profit, but investors balked at a new $40 billion financing plan for its AI buildout
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.
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.
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.
Oracle beat Q4 earnings and sealed a $300B OpenAI deal. Flat guidance sent shares down 8%. The AI bet has a price.
The U.S. launched fresh strikes on Iran on Wednesday, even as the war in the Middle East has stretched over 100 days now.
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.
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."
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