Morningstar

Oracle: Recent Stock Decline an Overreaction to Potential AI Risks

The Financial Times reported that Blue Owl Capital, a seasoned investor in Oracle’s ORCL data center projects, is backing off from the company’s latest $10 billion buildout in Michigan. Why it matters ...
AOL

Oracle stock sinks as reported AI data center snag puts rising debt in focus

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...
TheStreet.com

Analysts revamp Oracle stock price target after slump

Here’s what could be next for Oracle stock. Oracle shares dropped after earnings missed revenue expectations. The company denied reports of OpenAI data center delays. Analysts remain optimistic on ...
The Motley Fool

Even Though Oracle Fell After Earnings, I'd Still Rather Buy It in December Over Every "Magnificent Seven" Stock (Except One)

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
New York Post

Oracle stock plunges 12% on AI jitters — shrinking Larry Ellison’s net worth by $34B

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
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 ...
Investopedia

Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.

Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and investing news. Prior to joining Investopedia, Kara was a researcher and ...
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 ...
24/7 Wall St

Live: Oracle (ORCL) Down 13% After Q2 Earnings – Wall Street Reacts

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...
Bloomberg L.P.

Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears

A credit-risk gauge on Oracle Corp. debt closed at the highest level since the financial crisis after a flood of bond sales from tech giants amplified concerns that a bubble is forming in the ...
Investopedia

What's Going on With Oracle? Its Stock Price Has Dropped More Than 40% in Two Months.

Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in ...