Oracle Corporation (ORCL)
Oracle's spending plans overshadow record backlog
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 12% on Thursday after quarterly results drew investor scrutiny over the company's aggressive capital spending plans, even as a record backlog and strong cloud infrastructure growth pointed to durable demand for its AI buildout. The stock dropped despite beats on revenue and earnings.
Oracle's stock is seeing its worst run in a quarter-century as this key AI debate rages on
While Oracle's cloud-infrastructure business is growing rapidly, a massive $95 billion spending plan and a physical bottleneck in data-center deliveries are giving investors pause.
Investors Don't Like Oracle's AI Spending Plans—And the Stock Is in the Red for the Year
Earlier this month, Oracle's shares were at 2026 highs. But they've dropped more recently as tech shares have retreated—and the company's latest results aren't helping.
Oracle's 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Wall Street may be turning on AI, as Oracle ( NYSE :ORCL | ORCL Price Prediction ) has lost a fifth of its value in just the past five days.
Oracle shares tumble 11% on increased capital raise, cash concerns
Oracle's stock headed for its worst day since January 2025 despite an earnings and revenue beat. The company said it plans to raise $40 billion through debt and equity financing, including a $20 billion share sale it announced earlier.
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.
Oracle Q4 Earnings Beat Estimates, Cloud Growth Fuels Revenues
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
Oracle: Why I'm Not Buying The Dip
Oracle Corporation reported Q4 results and outlook after the bell on Wednesday, surprising markets by overspending in CapEx for FY26 and guiding for more in FY27. Management maintained a $90B FY27 revenue outlook and raised adjusted EPS guidance, but forecast $90B in CapEx for FY27, while Wall Street was looking for $61.7B. ORCL shares are trading down as much as 10% in pre-market as investor uneasiness around higher potential spend in FY27 mounts, and RPO remains uncomfortably reliant on OpenAI.
Can Oracle Hit $400? This Is How It Could
Oracle (NYSE:ORCL | ORCL Price Prediction) just turned in the quarter that finally validates the AI infrastructure thesis.
Oracle Q4 Earnings Call Flags AI Build-Out & CapEx Push
ORCL leans into AI with $67B in infrastructure contracts and guides for a 34% y/y revenue jump in FY27.
Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are down 10% to $182.25 in early trading Thursday, following the company's Q4 FY2026 earnings report released after the bell Wednesday.
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