Oracle: 'Buy' The Dip As Backlog Diversification Continues

Oracle Corporation is rated a Buy after a 40% pullback, with the current valuation reflecting key risks. Learn more about ...
CNBC

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI build-out

Oracle's stock has tumbled 30% so far this quarter, headed for its steepest drop since the third quarter of 2001, when it slid almost 34%. Investors have grown skeptical about Oracle's ability to open ...
Bloomberg L.P.

Oracle Says Blue Owl Not in Michigan Deal, Talks on Track

Oracle Corp. said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center ...
MarketWatch

Oracle is the canary in the coal mine for Big Tech’s debt-fueled AI spending spree

For a few brief weeks in September and October, Oracle was on top of the artificial-intelligence revolution. The storied business-software and database company had a burgeoning $300 billion ...
AOL

Oracle stock sinks as reported AI data center snag puts rising debt in focus

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...
CNBC

Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand

Oracle is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company ...
Morningstar

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending Oracle's revenue miss stoked concerns of ...
Investopedia

Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...
Yahoo Finance

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
24/7 Wall St

Oracle Turned $1,000 Into $5,726 Over a Decade but Recent Buyers Lost 37%

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Los Angeles Times

Morgan Stanley warns Oracle its credit protection nearing record high

Oracle’s credit default swaps hit a three-year high in November, surging toward the 2008 record as borrowing costs to insure against company default spike. The tech giant borrowed more than $56 ...