Oracle Corporation (ORCL)
Oracle Q2 Earnings Beat Estimates, Cloud Growth Fuels Revenue Rise
ORCL posts a strong fiscal Q2 as earnings beat estimates and cloud demand surges, fueled by massive new AI-driven commitments.
Oracle Joins Code Red Club
Oracle (ORCL) plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68% and RPO exploded 438% to $523B, but heavy capex drove free cash flow negative and raised debt concerns. Management asserts capex is tied to contracted demand, with flexible funding models and near-term RPO conversion expected to support balance sheet health.
Oracle shares are a buying opportunity, analysts say after Q2 results indicate multi-billion-dollar backlog
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares may be falling on Thursday morning after soft earnings, but analysts see long-term potential in its record $523 billion AI backlog and accelerating GPU demand. Wall Street analysts largely viewed the weakness as temporary, reflecting heavy investment in AI infrastructure rather than a deterioration in fundamentals.
Oracle: The AI Capex Blunder Explained
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y RPO growth in Q2 FY 2026, confirming robust AI-driven demand outlook. But the combination of rising capex intensity, protracted negative FCF, and widening funding needs has amplified investors' angst over ORCL's ability in accelerating backlog conversion and delivering sustained margin expansion.
Oracle Shares Plunge 11% After Q2 Revenues Miss: Should You Hold?
ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.
Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It
Oracle's (ORCL) stock tumbled Thursday, dragging other tech stocks down along with it, a day after the cloud computing giant posted sales that missed analysts' estimates.
Larry Ellison—Losing $31 Billion—Stumbles To No. 3 Richest As Oracle Shares Plummet
Ellison, Oracle's chairman who stepped down as CEO in 2014, is the third-richest person in the world after $35.8 billion was cut from his net worth, estimated at $245.2 billion, after earlier falling to as low as fifth. Ellison previously held the No.
Oracle drags down Nvidia and other AI stocks as bubble fears intensify
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending.
5 Things to Know Before the Stock Market Opens
Stock futures are lower this morning, led by tech sector declines, after major indexes surged on Wednesday following the Federal Reserve's decision to cut interest rates; the Fed has trimmed its benchmark rate at each of its last three policy meetings, but the outlook for additional cuts is far from clear; Oracle shares are sinking after the cloud computing giant released its quarterly results, reviving concerns about an AI bubble; Chipmaker Broadcom is set to post its own quarterly results after the closing bell today; and Coca-Cola has named a new CEO. Here's what you need to know today.
Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors
Yesterday we highlighted Oracle's massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion.
Wall Street Breakfast Podcast: Oracle's AI Warning Shot
Oracle (ORCL) shares dropped over 10% after mixed Q2 results, with revenue slightly missing expectations despite strong cloud and AI deal momentum. Remaining performance obligations surged 438% to $523B, driven by major commitments from Meta and NVIDIA, yet revenue misses raise concerns.
Oracle's AI spending surge sparks bubble concerns
Oracle revived concerns over tech valuations after posting weaker-than-expected revenue for the second quarter and revealing a surge in data center spending. Steve and Julianna discuss.
