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The database giant's stock dropped after capital spending came in well above its own forecast. But that spending is revenue for the companies filling its data centers.
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.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 12.6% in the morning session after it reported results that beat on almost every metric but disclosed a capital spending commitment that alarmed investors focused on free cash flow and dilution.
On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-quarter earnings call, CEO Mike Sicilia said concerns about the “SaaS apocalypse” had caused some customers to delay decisions a few quarters ago, but that sentiment has changed. “People have quickly moved on to that
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.
Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's Trending Tickers, including Oracle (ORCL), Hugo Boss (BOSS.DE), and Magnum Ice Cream (MICC).
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.
(Updates with market moves at the end of the day and any new developments.) US equities rallied T
Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.
At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company’s ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475
Oracle is raising cash, and much of it may end up flowing to ASML.
Oracle (ORCL) plans to raise about $40 billion via debt and equity issuances in fiscal 2027, includi
Oracle's (ORCL) post-earnings sell-off could be due to its higher-than-expected capital expenditure
Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF
Strong quarterly results were overshadowed by rising AI infrastructure costs and plans for additional financing.
Wedbush Cuts Oracle Target, Sparks Fresh Fears Over $40B AI Spending Plan
AI Spending Plans Put Gross Margins Under Pressure
Record cloud infrastructure growth of 93% and a raised EPS outlook weren't enough
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 12% on Thursday after quarterly results drew investor scrutiny over the company's aggressive capital spending plans, even as a record backlog and strong cloud infrastructure growth pointed to durable demand for its AI buildout. The stock...
Oracle Tops Q4 Earnings Estimates. Why the Stock Is Tanking
All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded
Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
(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.
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