Reuters

Oracle slumps as gloomy forecasts, soaring spending fan AI bubble worries

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...
24/7 Wall St

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 ...
Yahoo Finance

Oracle stock sinks as AI costs jump past Wall Street estimates

Oracle (ORCL) stock fell nearly 11% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 ...
Dark Reading

Critical Flaw in Oracle Identity Manager Under Exploitation

A critical flaw in Oracle's Identity Manager has been exploited in the wild, marking the latest threat for customers of the enterprise software giant. CVE-2025-61757 is a remote code execution (RCE) ...
Forbes

Oracle Stock Vs Competition: Who Wins?

With Oracle stock decreasing 10% in a week, it’s prudent to reassess it in relation to its competitors. The recent sell-off comes amid concerns about the margins for the company’s cloud computing ...
Wall Street Journal

Oracle, AMD Partner on New AI Chip Deal

Chip designer Advanced Micro Devices AMD4.51%increase; green up pointing triangle is partnering with Oracle ORCL-1.30%decrease; red down pointing triangle to bring online a large data-center cluster ...
Reuters

Oracle eyes $20 billion AI cloud computing deal with Meta, source says

Sept 19 (Reuters) - Oracle (ORCL.N), opens new tab is in talks with Meta (META.O), opens new tab for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant's ...
MarketWatch

Why the $300 billion Oracle-OpenAI deal could be fueling an AI bubble

Is Oracle Corp.’s reported $300 billion infrastructure deal with OpenAI a sign of robust artificial-intelligence spending for years to come — or an indication that AI players have gotten ahead of ...
Business Insider

Oracle spikes 43% as blockbuster forecast cements it as a major player in the AI race

Oracle's stock surged as much as 43% on Wednesday, hitting a record high. Investors responded positively to an aggressive forecast for Oracle's cloud-computing business. The company is showing Wall ...
Barron's

Apple Is Flatlining, Oracle Is Soaring. This Is Determining Tech Stock Winners.

Celebs, a big reveal, and some old-fashioned showmanship used to make an iPhone launch the hottest ticket in town. But that feels like a long time ago. Apple unveiling of its latest range of ...
Al Jazeera English

Oracle’s Ellison surpasses Tesla’s Musk to be world’s richest man

Oracle cofounder Larry Ellison has wrested the title of the world’s richest person from longtime holder Elon Musk. On Wednesday, as stock in Ellison’s software giant rocketed more than a third in a ...