S&P 500 earnings are still expected to grow 14% in 2026, which is just 3 weeks away. Q4 '25 earnings won't start until January 10th, '26, but once Q4 earnings hit, investors get the best view of '26 guidance from managements, and then we'll see what the expected 14% growth rate for 2026 S&P 500 earnings looks like and how it changes. Oracle reports their fiscal Q2 '26 financial results on December 11th, after the market close. Oracle's credit default swaps (CDS) are getting a lot of attention, as they have increased in value for the software giant, meaning the probability of Oracle's debt defaulting has increased.
Oracle Corporation has experienced a steep 45% decline from its September peak, erasing prior AI-driven overvaluation. ORCL's fortunes are closely tied to OpenAI, with $300B of its $455B backlog linked to OpenAI's execution and market leadership. Despite negative free cash flow expected through FY2028 due to heavy CapEx, ORCL's core software and database margins remain robust.
This week, the Federal Reserve takes center stage.
| Transportation Infrastructure Industry | Industrials Sector | Michael D. Sicilia CEO | XSTU Exchange | US68389X1054 ISIN |
| US Country | 159,000 Employees | 9 Oct 2025 Last Dividend | 13 Oct 2000 Last Split | 12 Mar 1986 IPO Date |
Oracle Corporation is a global provider of enterprise information technology solutions. The company delivers a wide range of products and services designed to meet the complex demands of modern IT environments. With a broad portfolio that includes everything from cloud software applications and infrastructure technologies to hardware products, Oracle aims to support businesses across various industries, government agencies, and educational institutions. The company's collaborative efforts, like its partnership with Amdocs Limited, highlight its commitment to facilitating cloud and digital adoption for its customers. Founded in 1977, Oracle has established its headquarters in Austin, Texas, marking its significance in the tech industry for several decades.
Oracle Corporation's extensive array of products and services caters to a diverse range of enterprise IT needs:
In its effort to meet the demands of businesses, government agencies, and educational institutions, Oracle employs direct and indirect sales channels, further expanding its reach and influence in the IT sector.