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✕ clear all filtersticker: ORCLsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Bloomberg58d agoneutral
Paramount-Warner’s ‘Too Low’ Deal Odds Leave Room for Arb Profit

(Bloomberg) -- Paramount Skydance Corp.’s proposed takeover of Warner Bros. Discovery Inc. just won crucial US approval — but with many hurdles remaining, traders still see opportunity to profit from how this $110 billion transaction will play out.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reache

ORCLPSKY
Oracle says details in report of failed Microsoft cloud deal 'inaccurate'
Reuters60d agoneutral
Oracle says details in report of failed Microsoft cloud deal 'inaccurate'

Oracle said on Tuesday that details in a Business Insider report on the ‌collapse of its discussions with Microsoft over a ‌potential leasing deal were inaccurate. The report had said that Microsoft's discussions ​with Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft did not immediately respond to a request for comment on the report, ‌which cited people ⁠familiar with the matter.

ORCL
5 things Oracle's CEOs want you to know
TheStreet63d agoneutral
5 things Oracle's CEOs want you to know

Oracle just wrapped its fiscal year 2026 with record quarterly revenue of $19.2 billion, up 21% year-over-year (YoY), and its leadership team used the June 10 earnings call to send a clear message to investors: the biggest growth is still ahead. Cloud infrastructure revenue surged 93% in the ...

ORCL
US Justice Department clears Paramount's acquisition of Warner Bros
Reuters Videos63d agoneutralVIDEO
US Justice Department clears Paramount's acquisition of Warner Bros

<body><p>STORY: The U.S. Justice Department's (DOJ) Antitrust Division said it has cleared Paramount Skydance Corp's planned acquisition of Warner Bros. Discovery.</p><p>It said the $110 billion transaction was unlikely to harm competition or consumers,</p><p>saying its impact "will be to increase competition across the media and entertainment ecosystem, with benefits for American consumers and workers."</p><p>Paramount thanked the DOJ for its review of the transaction.</p><p>It said the deal&nbsp;would allow the company to better compete in an industry defined by an intense scramble for audiences, talent, technology and investment.</p><p>Paramount CEO David Ellison's father, billionaire Oracle co-founder Larry Ellison, has cultivated ties with President Donald Trump.</p><p>Assistant Attorney General Omeed Assefi had said that politics would "absolutely not" drive the DOJ's review of the transaction.</p><p>The Federal Communications Commission has yet to approve Paramount's petition for foreign investors to own up to 100% of the deal's debt.</p><p>Several in Hollywood have expressed concern that the merger would result in fewer jobs and less diversity of storytelling.</p><p>Sources familiar with the matter told Reuters last week that California, New York and other U.S. states are preparing a lawsuit to block the deal.</p></body>

ORCLPSKY
Bloomberg64d agoneutral
Paramount’s Deal for Warner Bros. Is Cleared by US DOJ

(Bloomberg) -- The US Justice Department has closed its antitrust probe into Paramount Skydance Corp.’s $110 billion purchase of Warner Bros. Discovery Inc., according to people familiar with the decision.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX Shares Close 19% Higher After Historic $75 Billion IPOTrump Insists Iran Deal Is Close

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Earnings Outlook Brightens as Estimates Keep Rising
Zacks64d agoneutral
Earnings Outlook Brightens as Estimates Keep Rising

The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.

ADBEORCL
5-star analyst tweaks Oracle stock price target after earnings
TheStreet64d agoneutral
5-star analyst tweaks Oracle stock price target after earnings

On June 12, Oracle’s (ORCL) earnings beat ran straight into what has apparently been a wall of investor worry. Wall Street had been looking for proof that Oracle’s cloud infrastructure business was still riding the AI boom, and the company delivered plenty of it. Revenue surged, Oracle Cloud ...

ORCL
Investing.com64d agoneutral
Investing.com’s stocks of the week

Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.

HOODINTCMRVLORCL
Corrections & Amplifications
The Wall Street Journal65d agoneutral
Corrections & Amplifications

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.

ORCL
Associated Press65d agoneutral
How major US stock indexes fared Thursday 6/11/2026

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.

ORCL^DJI^GSPC^IXIC
Bloomberg65d agoneutral
CoreWeave AI Funding Goes Global With First Euro Junk-Bond Deal

(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

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Oracle shares slide as hefty AI spending, debt plans spook investors
Reuters65d agoneutral
Oracle shares slide as hefty AI spending, debt plans spook investors

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.

METAORCL
Oracle Stock Slides on Mixed Earnings. Software Is an Issue.
Barrons.com65d agoneutral
Oracle Stock Slides on Mixed Earnings. Software Is an Issue.

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.

MSFTORCL
📈 Earnings Snippet: Oracle Spending
The Wall Street Journal65d agoneutral
📈 Earnings Snippet: Oracle Spending

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.

ORCL