Oracle Corporation (ORCL)
Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the double-digit sell-off in Q2 after the company missed top-line estimates, the growth story remains unchanged. I see strong demand signals. RPO reached $523.3B, up 433% yoy, and FY26 CapEx guidance was lifted by $15B to $50B.
Oracle Leads Premarket Slide In AI Stocks After Earnings Miss
The market slump comes despite the Federal Reserve's decision to lower interest rates by a quarter-point to between 3.5% and 3.75%, down from 3.75% and 4%. The central bank forecasts suggest there could be another quarter-point interest rate cut in 2026, followed by one more in 2027.
This stock Michael Burry warned about just crashed 12% overnight
On November 10, 2025, the so-called ‘Big Short' investor Michael Burry criticized some of the leading tech companies on X, accusing them of artificially boosting their earnings in “one of the more common frauds of the modern era.”
Oracle Can't Escape OpenAI's Shadow
The ChatGPT parent still accounts for most of the software company's revenue backlog.
Oracle shares plummet 11% in premarket, dragging down AI stocks
Oracle shares sank on Wednesday after revenue earnings missed analyst expectations. The database software maker extended losses on Thursday.
Oracle's AI promises fail to calm investors after bruising sell-off
Oracle Corp (NYSE:ORCL, XETRA:ORC) shareholders were left reeling after a sharp after-hours slump that wiped 11% from the stock, setting up a rough start to Thursday trading. The fall came even as the company posted strong headline numbers, underscoring how sensitive the market has become to any hint that the AI boom might not deliver quick returns.
Oracle shares drop 12% in Europe after forecasts miss Wall St targets
Shares in Oracle opened almost 12% lower in Frankfurt, tracking U.S. afterhour losses after the company forecast sales and profit that missed analyst estimates.
Buy The Dip In ORCL Stock?
Oracle (ORCL) stock has recently declined following the release of Q2 fiscal 2026 results. While the company exceeded expectations for earnings, it fell short on revenue goals, and investors were additionally unsettled by management's decision to raise its capital expenditure guidance to $50 billion for the current fiscal year 2026 – a significant increase from $21 billion in fiscal 2025.
Oracle Corporation (ORCL) Q2 2026 Earnings Call Transcript
Oracle Corporation (ORCL) Q2 2026 Earnings Call Transcript
Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.
Oracle has some new deals with big AI names. That news wasn't enough to keep its stock from plummeting late Wednesday after the company released its quarterly results.
Oracle: Flunking On All Cylinders
Oracle Corporation faces margin compression as cloud expenses outpace revenue growth. ORCL's capex soared to $20.5 billion in six months, driving free cash flow from $11.2 billion positive to $13.2 billion negative in six quarters. Despite a 34% jump in cloud revenue, ORCL expenses rose 45%, and revenue missed estimates during peak AI demand.
Oracle (ORCL) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
