ORCL
NYSE · Technology
Oracle Corporation
$147.61
-2.98 (-1.98%)
ORCL News30 articles
Oracle's $18B Data-Center Debt Stirs Financing Worries
Oracle's $18B data-center loans for Project Jupiter are quoted at 89-91 cents, raising financing concerns as shares fell 1.98% to $147.61.
AI Giants Seek Small Data Centers for Fast Deployment
OpenAI and Anthropic are reportedly seeking smaller 20-30 MW data center deals to accelerate deployment, complementing their massive gigawatt-scale commitments.
Cohere's $20B Valuation Ambition Faces Private Market Scrutiny
Cohere confirms investor interest in its Series E round, reportedly targeting a $20B valuation. The gap between private and public market metrics raises questions.
Oracle's New Layoffs Raise Questions Amid $2.8B Restructuring Plan
Oracle has initiated another round of layoffs, but the exact number of affected employees remains undisclosed. The company's restructuring plan now totals $2.8 billion, yet investors question the cost-saving impact amid heavy AI spending.
Nokia Shares Plunge 12% in Sudden Selloff, Erasing Billions
Nokia's ADR plunged 12% on Monday, erasing $7.4 billion in market cap, despite no company announcements, amid a broader AI stock selloff.
Oracle's Ellison Halts Share Sale Plan, Yet Stock Slides 4.6%
Larry Ellison canceled a 50 million-share sale plan, yet Oracle stock dropped 4.6% as investors focus on heavy AI spending and capital needs.
Oracle's Restructuring Bill Climbs to $2.8B Amid $28.5B AI Spending
Oracle ups restructuring costs to $2.8B, adding $700M for AI-driven efficiency. Despite strong cloud growth, heavy AI capex pressures cash flow, with ORCL shares slipping.
Oracle's Ellison Scraps 50M Share Sale Plan, Easing Overhang
Larry Ellison has canceled his Oracle stock sale plan, eliminating a potential supply overhang. No shares were sold, and he has no other sale plans.
Oracle's AI Cloud Growth Fails to Halt Stock Slide
Oracle shares reversed a 7.5% opening gain to close down 1.7%, as investors digested massive capex and dilution despite strong AI cloud backlog growth.
HPE Surges 10.6% on Oracle Cloud Boom: AI Networking Demand Fuels Rally
Hewlett Packard Enterprise shares jumped 10.6% to $61.06 after Oracle's explosive AI cloud growth signaled strong demand for HPE's networking gear. But valuation concerns loom.
Oracle Surges 6% on Strong Q1, But Capex Concerns Loom
Oracle (ORCL) shares rose 6.3% in after-hours trading after Q1 results beat targets, but massive capex and negative free cash flow keep investors cautious.
Oracle Stock Slips Ahead of Q1 Report; Cloud Growth and Cash Burn in Focus
Oracle shares dipped 1.8% ahead of its fiscal Q1 report. The market is focused on whether cloud growth can accelerate and if cash burn will ease.
Oracle's $638B Backlog Faces Cash Flow Test in Q1 Report
Oracle's Q1 FY2027 earnings on Sept 10 face high stakes: can it convert a $638B backlog into revenue without worsening cash burn? Investors watch for guidance on financing.
Oracle's Earnings Test: Unused $20B Buyback Looms as AI Spending Pressures Cash Flow
Oracle's Q1 earnings arrive with a $20B stock program overhang and negative free cash flow from AI data center spending. Analysts watch backlog conversion and share dilution.
Oracle Shares Slide 3% on Job Cut Reports Amid Record AI Spending
Oracle shares dropped 3.08% premarket after reports of potential layoffs of 7,000-10,000 employees, as the company's massive AI investment cycle strains cash flow.
ServiceNow Rallies 4.5% on AI Contract Milestone, Yet Valuation Stays Steep
ServiceNow (NOW) rose 4.5% after AI contract value topped $1 billion. Q2 subscription revenue grew 24.5%, but the stock's 89x earnings multiple remains a concern.
Oracle Gains 2.8% as Citi Flags Upcoming Catalysts, Market Cap Jumps $12B
Oracle shares climbed 2.8% after Citi started a 90-day catalyst watch, boosting market value by $12B. Analysts remain bullish despite negative free cash flow.
Bloom Energy Rebounds, Yet Valuation Concerns Loom After 42% Slide
Bloom Energy (BE) shares rebounded 1% Monday, but remain 42% off highs. Despite Q2 revenue surging 165.5%, the stock's valuation at 14.8x forward sales tests investor patience.
Salesforce Stock Surges 4.9% on JPMorgan's Bullish $250 Target
Salesforce (CRM) climbed 4.9% to $205.65 after JPMorgan set a $250 price target, implying 22% upside. The rally highlights optimism, but fiscal 2027 organic growth and margin targets remain a key focus.
UiPath Holds Steady at $15.99 as Rally Outpaces Analyst Targets
UiPath (PATH) closed at $15.99, up 43% over 52 weeks, now trading 16% above analyst targets. Heavy volume and strong Q1 results highlight execution risks.
Microsoft Shares Plunge $112B as Software Selloff Challenges AI Spending
Microsoft shares dropped 3.04%, erasing $111.8 billion in market value, as a software selloff tests the sustainability of AI capital spending.
Premarket: AI Memory Stocks Outperform Software by 5.6 Points
Premarket action shows a 5.6-point gap between AI memory hardware and software stocks, with Micron and Sandisk leading gains. Software names like Oracle and ServiceNow lag.
Oracle Shares Slide 3.8% as $40B Funding Plan Raises Debt Concerns
Oracle shares dropped 3.8% as a $40 billion funding plan raised debt concerns, despite strong cloud growth and a $638 billion backlog.
Jane Street's $15B AI Trading Loss Spotlights Leverage Risks
Jane Street lost an estimated $15B in July on leveraged AI bets, its largest monthly loss, raising concerns about private leverage and AI stock vulnerabilities.
Quantinuum Stock Slides 5.5% as Valuation Hits 567x Sales
Quantinuum (QNT) dropped 5.5% on Friday despite strong Q2 earnings and new partnerships. The stock's valuation of $17.02 billion equals 567x 2026 sales.
Oracle Shares Rebound 1.8% Amid Layoff Reports and $40B Funding Push
Oracle shares gained 1.8% premarket after reports of fresh layoffs, as the company balances AI-driven growth with a $40 billion funding plan and negative free cash flow.
SEC Eases Data-Center Bond Rules, Shifting Focus to Project Readiness
The SEC ruled that certain data-center bonds aren't asset-backed securities, simplifying funding. With $130B in projects facing local opposition, investors focus on readiness.
IBM Stock Rises 6% Despite Lowered Price Targets Ahead of Ex-Dividend
IBM outperformed the market last week, but Wall Street trimmed targets. Ex-dividend adjustment set for Monday.
Palantir's Market Cap Soars $118B in a Week, Valuation Pressures Mount
Palantir's stock jumped 39.8% last week, adding $117.6B in market value. The company's valuation now stands at 50.7 times its updated revenue forecast.
Oracle's AI Lease Burden Spurs Credit Concerns Despite Stock Rebound
Oracle shares rebounded 12.5% over two sessions, yet credit markets signal stress from $260B AI leasing commitments, with CDS at 18-year highs.