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Oracle (ORCL) is taking the "right steps" to address the massive artificial intelligence opportunity
Oracle (NYSE:ORCL) just turned in the quarter that finally validates the AI infrastructure thesis. Cloud Infrastructure revenue jumped 93% year over year to $5.79 billion in Q4 FY2026, and the remaining performance obligation backlog now sits at $638 billion. Shares closed at $201.26 on June 10, up just 3.89% year to date. The disconnect between ... Can Oracle Hit $400? This Is How It Could
Early corporate clients are prepaying for access to Oracle's next-generation AI services.
Oracle (ORCL) stock has dropped by as much as 10% in Thursday's pre-market trading despite topping fiscal fourth quarter earnings and revenue estimates. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Monetary Matters Network co-founder Jack Farley for a conversation about whether the AI infrastructure company is showing signs of weakness or oversaturation in the buildout landscape.
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
The company's backlog of future business is staggering, but the market is focused on the equally staggering cost of building it all.
Oracle stuck was falling after earnings but Wall Street analysts think ther’s reason to back the cloud computing-and-software company.
US equity futures were higher pre-bell Thursday as the US said it completed attacks against Iran aft
Investing.com - U.S. stock index futures rose on Thursday, buoyed by reports that the U.S. and Iran have held peace talks despite recent military strikes, while technology shares looked set to rebound from recent losses.
US equity markets were tracking in the green before the opening bell Thursday as traders assess esca
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.
SAP (NYSE:SAP) shares fell more than 4% after competitor Oracle (NYSE:ORCL) revealed fiscal 2027 capital expenditure plans that significantly exceeded analyst expectations, highlighting the escalating costs associated with competing in the artificial intelligence infrastructure market. Oracle’s shares dropped more than 10% in premarket trading on Thursday after the company announced it could spend as much as $95 billion on capital projects during fiscal 2027.
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.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.
Investors are monitoring a mix of geopolitical tensions, corporate earnings developments and central bank policy decisions, with U. S.
The company said total revenue for the quarter rose 21% to $19.2bn.
(Updates with the stock move, gross margin, and capex in the first, ninth, 10th, and 11th paragraphs
Stocktwits data showed retail traders have turned cautious, with sentiment dipping to ‘bearish’ on SPY and ‘neutral’ on QQQ.
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.