Yahoo Finance

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
24/7 Wall St

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Yesterday we highlighted Oracle’s massive $455 billion ...
Yahoo Finance

Oracle made a $300 billion bet on OpenAI. It's paying the price.

Oracle might have an OpenAI problem. Oracle (ORCL) stock has tumbled over 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline ...
Digi Times

Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns

Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
AOL

Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors

Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
Investing

Oracle: Stifel cuts PT on weak quarterly earnings, higher capex plan

Investing.com-- Analysts at Stifel cut their price target on Oracle after the software maker’s weak quarterly update triggered a sharp after-hours selloff, the brokerage said in a note. Stifel cut its ...
Reuters

Oracle forecasts miss Wall Street targets while spending rises, shares slide 10%

Oracle's cloud revenue growth may be cooling Oracle's adjusted profit boosted by $2.7 billion Ampere sale Oracle's future contracts rise 14.94% to $523 billion Shares fall 10% in extended trading Dec ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
Seeking Alpha

Oracle tumbles as soaring RPOs not enough to offset mixed Q2 results

Oracle (ORCL) shares fell 7% in extended trading on Wednesday as the IT giant continued to rack up deals, but its fiscal second-quarter results were mixed compared to Wall Street's forecast. For the ...
来自MSN

Oracle’s $10B AI data center plan jolted by financing jitters

Could the departure of one partner unsettle the footing of a $10 billion AI mega-project? The latest market downturn at Oracle implies that it can and has. The company’s shares slumped by nearly 5% ...
来自MSN

Oracle data center plan hit as Blue Owl walks from $10 billion deal, source says

Dec 17 (Reuters) - Oracle's largest data center partner, Blue Owl Capital, will not provide funding for a $10 billion deal to build its next facility, a source said on Wednesday, amid growing concerns ...