Oracle Corporation (ORCL)
Oracle: Froth Out, I'm In (Rating Upgrade)
In recent weeks, Oracle's stock has been cut in half, with Mr. Market finally acknowledging risks tied to Oracle's ambitious plans for OCI. Oracle's Q2 FY2026 results showed 34% y/y cloud growth and a -$10B free cash flow due to aggressive, debt-fueled AI CAPEX spending. Further, ORCL's business backlog (RPO) surged to $523B, driven by major commitments from Meta and Nvidia, but execution and OpenAI funding risks persist.
AI Fears Are Fickle. Why Oracle Woes Present a Stock Market Opportunity.
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CNBC Daily Open: Oracle's debt seems to be affecting data center funding
Major U.S. indexes fall on AI weakness. Investors are growing enthusiastic over Chinese chipmakers.
CNBC Daily Open: Concerns over Oracle's debt spill over into its projects
Major U.S. indexes fall on AI weakness. Blue Owl Capital pulls out from funding Oracle's $10 billion data center.
Oracle ETFs Face Market Test Amid Data Center Volatility
Leveraged Oracle ETFs faced an early test of volatility Wednesday as news of stalled data center funding talks sent Oracle Corp. (ORCL) shares down 4.8% midday. That triggered sharp moves in both the bull and bear products launched less than a month ago.
Familiar Names Top List of Best AI Stocks to Own
The slide this month by Oracle (ORCL) and Broadcom (AVGO) has reminded investors that artificial intelligence (AI) stocks don't move up in a straight-line fashion. They may also want to consider that prior pullbacks by mega-cap AI equities have often proven to be buying opportunities.
Oracle's stock falls on a fear one analyst says should be ‘almost irrelevant'
New rumors of stalled data-center funding have sent Oracle's stock lower, but some experts argue the negative narrative has gotten too harsh.
Oracle: Wall Street's Gloom Creates An Incredible Buying Opportunity
Maintaining a Buy rating on Oracle Corporation amid the gloom, as buyers defend the critical $185 support stoutly, not about to give in to the bears yet. Despite ORCL's RPO exceeding $520B, the market demands greater near-term clarity on what is, after all, a multi-year revenue conversion opportunity. Rising CapEx needs, deepened debt concerns, and negative FCF projections through FY2028 heighten scrutiny of ORCL's liquidity and risk profile.
Janus Henderson Concentrated Growth Managed Account Q3 2025 Portfolio Review
Apple's stock faced headwinds earlier in 2025 because of sluggish iPhone sales, weaker consumer spending in China, and uncertainty about tariffs. Marvell has been a beneficiary of increasing demand for data infrastructure – primarily custom silicon – through its relationship with Amazon. Oracle reported strong second-quarter results and exceptional forward guidance, especially for its Oracle Cloud Infrastructure business.
Oracle shares slide as $10B Michigan data center faces funding uncertainty
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell almost 6% on Wednesday morning after the Financial Times reported that its plans for a $10 billion data center in Michigan have been thrown into uncertainty after Blue Owl Capital, its largest data center investment partner, decided not to back the project. The proposed facility, a 1-gigawatt data center in Saline Township, Michigan, was intended to support OpenAI and Oracle's broader push to expand artificial intelligence infrastructure.
Oracle Stock Falls After Report on AI Data-Center Funding Talks
Oracle and Blue Owl ended their partnership to build AI data centers, with talks for a one gigawatt Michigan facility falling apart.
Oracle stock dips 4% on report Blue Owl Capital won't back $10 billion data center
Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. The cloud company later said that the project remains "on schedule" but that Blue Owl was out of funding talks.
