Oracle Corporation (ORCL)
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.
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.
