Oracle Corporation (ORCL)
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.
Why Rothschild's Haissl has a sell on Oracle
CNBC's "Power Lunch" team discusses Oracle's stock performance amid AI bubble fears with Alex Haissl of Rothschild & Co Redburn.
Oracle Shares Tumble Thursday, Weighing on Market
Oracle shares fell sharply on Thursday, a stark display of investors' concerns about tech companies overspending on artificial-intelligence infrastructure.
Oracle Shares Tumble Thursday, Weighing on Market
Oracle shares fell sharply on Thursday, a stark display of investors' concerns about tech companies overspending on artificial-intelligence infrastructure.
Oracle Stock Is Getting Whacked. Is the AI Trade a 'Show Me Story' Now?
What happens when investors start turning a microscope on promises of AI-driven gold?
Oracle stock plunges 12% on AI jitters — shrinking Larry Ellison's net worth by $34B
Investors fearful of a tech “bubble” issued a collective thumbs down over the firm's massive AI spending.
2 Neocloud Stocks Sliding After Oracle's Dismal Guidance
Oracle's (ORCL) second-quarter revenue miss, coupled with a disappointing profit outlook, is sending shockwaves through the tech sector today.
Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today?
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading.
AI chip and tech stocks are falling again after gloomy Oracle earnings reignite bubble fears. Here's the latest
Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading.
Oracle Fiscal Q2 Earnings: AI And Debt Concerns Remain
Oracle Corporation shares have plunged 15% post Q2, now down 45% from September highs amid extreme volatility. Massive capital spending, surging net debt, and uncertain AI-related margins drive caution despite cloud revenue acceleration. ORCL's remaining performance obligations soared to $523B, but revenue growth lags investment, raising concerns about return on capital.
