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 ...
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Why Oracle stock plunged more than 12% this week

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...
The Motley Fool

Even Though Oracle Fell After Earnings, I'd Still Rather Buy It in December Over Every "Magnificent Seven" Stock (Except One)

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
Reuters

Oracle slumps as gloomy forecasts, soaring spending fan AI bubble worries

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...
24/7 Wall St

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 ...
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 ...
The Economist

Oracle and the hard truths about software

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...
The New York Times

Why Oracle Is Worrying Investors About the A.I. Boom

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...
Wall Street Journal

Oracle Shares Tumble as AI Spending Outruns Returns

Oracle ORCL1.10%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry. The ...
Forbes

Oracle Stock Drops 11% After Second Quarter Revenue Misses Estimates

Oracle Corp’s stock fell sharply Wednesday in after-hours trading, after the cloud company reported quarterly earnings that missed Wall Street estimates, continuing a long slump prompted by worries ...
Seeking Alpha

Oracle tumbles as soaring RPOs not enough to offset mixed Q2 results

Oracle (ORCL) shares fell 7% in extended trading on Wednesday as the IT giant continued to rack up deals, but its fiscal second-quarter results were mixed compared to Wall Street's forecast. For the ...