The New York Times

Why Oracle Is Worrying Investors About the A.I. Boom

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in particular, may not pay off. By Andrew Ross Sorkin Bernhard Warner Sarah ...

Sale of Warner Bros. Discovery heats up as Ellisons weigh ‘DefCon 1’ litigation over selection of Netflix bid

The Ellisons and RedBird, run by savvy media dealmaker Gerry Cardinale, are mulling something known internally as “DefCon 1.” ...
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 ...
Hosted on MSN

Why Oracle stock plunged more than 12% this week

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...
SiliconANGLE

Shares of Oracle slide 10% on revenue miss and rising capital expenditures

Shares of Oracle Corp. dropped more than 10% in extended trading today after the cloud and database giant missed expectations on quarterly revenue while going full-steam ahead on its ongoing ...
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

Oracle denies report on OpenAI data center delays

Oracle denies delaying OpenAI data centers to 2028 due to shortages Investors worried about Oracle's debt-fueled AI infrastructure buildout Market sensitive to AI delays, scrutinizing spending payoffs ...

Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
Forbes

Oracle Stock Drops 11% After Second Quarter Revenue Misses Estimates

Oracle Corp’s stock fell sharply Wednesday in after-hours trading, after the cloud company reported quarterly earnings that missed Wall Street estimates, continuing a long slump prompted by worries ...
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 ...
Bloomberg L.P.

Oracle Earnings May Not Be Enough to Assuage Debt, AI Deal Fears

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker ...