In today's video, I discuss recent updates affecting Oracle (ORCL -7.47%) and other semiconductor AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Oracle Corporation's Q2 results missed estimates slightly, leading to an 8% share slump; there is robust cloud demand, but valuation seems stretched, prompting a downgrade to hold. Revenues were $14.1B (+9% y/y), with cloud infrastructure up 52% y/y; operating income and margins showed slight improvements. Oracle's AI and cloud infrastructure partnerships, as with Meta Platforms, indicate strong future growth potential, but market competition remains intense.
Oracle (ORCL -7.58%) stock is sinking in Tuesday's trading following the company's recent quarterly report. The tech giant's share price was down 6.8% as of 10:45 a.m.
Larry Ellison, Oracle's billionaire co-founder, had his net worth cut by $15 billion Tuesday as the company's stock paced its worst loss in nearly a year, after a recent earnings report that fell short of estimates, though analysts remained optimistic about the database software firm.
Oracle (ORCL) shares tumbled after the cloud company's fiscal second-quarter revenue fell short of Wall Street's expectations, but analysts are mixed on what to make of its future.
Patrick Walravens, Citizens JMP analyst, joins 'Squawk on the Street' to discuss Oracle's quarterly earnings results, the milestones Oracle should be judged by, and much more.
Wolfe Research analyst Alex Zukin recommends loading up on Oracle Corp (NYSE: ORCL) on the post-earnings weakness as it's effectively the fourth hyperscaler for new AI workloads. Oracle came in slightly below Street estimates for its fiscal second quarter last night.
Oracle Corporation ORCL posted weaker-than-expected earnings and sales results for its second quarter on Monday.
Oracle's NYSE: ORCL FQ2 2025 earnings report proves why this company's stock price rally is far from over. The company has re-emerged as a leading tech innovator.
Oracle's stock falls after earnings, but even analysts who don't like the stock were upbeat about the results.
Analysts are saying software firm Oracle's revenue and earnings miss in the latest quarter were largely due to currency headwinds.
ORCL's fiscal second-quarter results reflect cloud revenue growth and continued momentum from its OCI business.