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 ...
The New York Times

Take Two: Why Big Companies Are Naming Co-C.E.O.s

Comcast, Oracle and Spotify recently doubled up on top executives, a rare setup that some say could become more common. Credit...Antonio Sortino Supported by By Jordyn Holman After running Spotify for ...
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 ...