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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’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.
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
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.
<body><p>STORY: Oracle shares plunged in after-hours trade Wednesday, dropping close to 9%.</p><p>:: Oracle</p><p>The dive came after the tech firm said its spending on AI would blow past estimates.</p><p>It also said it would have to raise more debt next year, reflecting the staggering sums of money being put into AI infrastructure.</p><p>Oracle has big deals to build data centers for customers like Meta and OpenAI.</p><p>:: Oracle</p><p>On Wednesday it said its huge “Stargate” facility in Texas would be more than three-quarters complete within 90 days.</p><p>OpenAI said customers can now access its cutting-edge coding models on Oracle’s cloud.</p><p>But the rising costs are giving investors the jitters.</p><p>This year, Oracle says capital expenditures hit close to $56 billion, well above its target.</p><p>In fiscal 2027, it says that figure will balloon to as much as $95 billion, though some of that will be repaid by customers.</p><p>The company also said its profit margins would “step down” over the coming year as it ramps up data-center projects.</p><p>One analyst told Reuters that, while Oracle has real demand for its services, it was getting harder to see how it could fund all the investment required.</p></body>
The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.
The U.S. launched fresh strikes on Iran on Wednesday, even as the war in the Middle East has stretched over 100 days now.
Arm Holdings plc (NASDAQ:ARM) is one of the Best Up and Coming AI Stocks to Buy Now. The company completed its IPO in 2023 with a market valuation of roughly $54.5 billion and was considered one of the largest IPOs of the year. Since then, the company has gone on to become a prominent AI […]
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.
The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.
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."
On the call today are Chief Executive Officer, Mike Cecilia, and Chief Executive Officer, Clayton Magouyrk, and Chief financial officer, Hilary Barbara Maxson. A copy of the press release including financial results tables, supplemental financial metrics and guidance are now available from the Investor Relations website.
Oracle (NYSE:ORCL) reported a record fiscal fourth quarter and outlined plans for another year of heavy capital investment as executives said demand for AI infrastructure, cloud database services and cloud applications is driving a sharp increase in contracted future revenue. On the company’s fourt
Although the revenue and EPS for Oracle (ORCL) give a sense of how its business performed in the quarter ended May 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Oracle shares slid 6% in after-hours trading following an earnings report showing that the software and cloud-computing company spent more than expected on capital projects last year. Oracle, whose fiscal year ends in May, reported $55.
Oracle reported Q4’26 earnings at $2.11 per share, beating estimates of $1.96 per share.
Oracle (NYSE:ORCL) has secured a U.S. government contract to overhaul government-wide HR systems with its cloud platform. The award expands Oracle's federal footprint beyond earlier AI policy work and positions its cloud services at the core of HR modernization efforts. The deal highlights Oracle's role in U.S. government digital transformation, rather than focusing on earnings, price targets, or AI infrastructure spending. For investors tracking NYSE:ORCL, this contract adds a fresh data...
Oracle's (ORCL) fiscal fourth-quarter results surpassed Wall Street's estimates, driven by rising de
The stock market is at critical levels amid AI fears, Trump comments. Oracle earnings beat late. The SpaceX IPO is about to begin its countdown.
Investing.com -- Oracle has been awarded a contract to provide a cloud-based human resources platform for the U.S. government, the U.S. Office of Personnel Management announced Wednesday.
Oracle stock fell despite posting fiscal fourth-quarter results ahead of estimates. Its guidance was in-line with forecasts.
The software and cloud-computing company reported cloud revenue rose 47%, including a 92% increase in cloud infrastructure revenue.
Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
Enterprise software giant Oracle (NYSE:ORCL) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 20.6% year on year to $19.18 billion. The company expects next quarter’s revenue to be around $19.11 billion, close to analysts’ estimates. Its non-GAAP profit of $2.11 per share was 7.5% above analysts’ consensus estimates.
Big Tech stocks are having a rough go of it in June as the Magnificent Seven drags the broader market down with it (^DJI, ^IXIC, ^GSPC). Yahoo Finance Markets and Data Editor Jared Blikre examines how the S&P 500's losses are concentrated at the top of the AI trade, also taking a closer look at Oracle's (ORCL) fourth quarter earnings expectations.
Oracle (ORCL) heads into its next earnings release on June 10 with plenty of reasons for investors to be concerned. The company has become one of Wall Street’s greatest bets on artificial intelligence infrastructure, but that has also elevated the stakes. Oracle is pouring money into growing its ...
President Donald Trump's administration has awarded Oracle a contract to provide a U.S. government-wide HR platform, according to a statement, making the company a partner in its effort to overhaul federal technology systems. Oracle will provide a cloud-based HR platform to replace the individual systems of agencies, Office of Personnel Management Director Scott Kupor said in a statement on Wednesday. OPM is the federal government's HR office. OPM did not provide the total value of the contract.
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