Oracle Corporation (ORCL)
A Bad Week for Oracle Stock Got Even Worse on Friday. Here's Why
A bad week for software maker Oracle (ORCL) ended on a sour note.
Oracle may underperform compared to other large cap AI stocks in 2026, says Deepwater's Gene Munster
Gene Munster, Deepwater Asset Mgmt. Managing Partner, joins 'Fast Money' to talk Oracle shares slidding as the air comes out of the AI trade.
'Fast Money' traders talk report Oracle is delaying data centers
The 'Fast Money' traders talk report Oracle is delaying data centers.
Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout
Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest
Oracle shares continue to fall as it delays OpenAI data centers to 2028
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell another 5% on Friday, putting it on track for a 15% loss for the week, after Bloomberg reported the company has pushed back the completion of several data centers related to its partnership with OpenAI from 2027 to 2028. The report, which cited sources with knowledge of the projects, said the delays are attributed primarily to labor and material shortages.
Oracle: This Is A Golden Buying Opportunity
Oracle Corporation shares dropped 11% after a minor revenue miss on Thursday, presenting a potential buying opportunity amid strong underlying fundamentals. The Cloud firm's record $523B in RPO, up 438% year-over-year, signals robust demand and rapid contract growth, especially post-OpenAI deal. ORCL is massively profitable, which limits risks for investors who are concerned about CapEx growth.
ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings
ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues.
Oracle Stock: Is Strong AI Demand Enough?
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
Oracle shares edged lower on Friday as investors appear to tap out of technology. It comes after the company's quarterly revenue missed analyst expectations.
Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand
Oracle is simultaneously planning heavier capital expenditures and signing up for leases to meet demand for cloud infrastructure for artificial intelligence customers such as OpenAI. The company reported $248 billion in lease commitments at the end of November, with $10 billion allocated for cloud capacity.
Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally
Oracle's NYSE: ORCL stock price plunged following its fiscal year 2026 (FY2026) Q2 earnings release in mid-December because of its mixed results. However, weak as the revenue may be, the company is undergoing a strategic transformation supported by AI that will cement its position as a leader for decades to come.
Oracle Slides by Most Since January on Mounting AI Spending
Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion - which hasn't happened yet, but which is what tech CEOs are "banking on." She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
