ORCL
NYSE · Technology
Oracle Corporation
$143.50
-0.89 (-0.62%)
ORCL News30 articles
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.
Microsoft Stock Pulls Back After Historic AI-Driven Rally
Microsoft shares fell 2.2% premarket after a record 24.9% three-day rally fueled by strong Azure growth. The AI premium persists, but valuation and capex risks loom.
Oracle Stock Rises 5.6% Amid $638B Backlog Cash Conversion Test
Oracle shares climbed 5.6% as the company faces scrutiny over converting its $638B backlog into cash, with negative free cash flow and rising capex.
Salesforce Stock Jumps 12% but Organic Growth Concerns Loom
Salesforce shares rose 12.4% last week, but Q2 organic growth is expected to slow to 6-7%. Investors weigh AI gains against core business challenges.
Oracle Stock Surges 13% on Gemini Deal, Cloud Growth
Oracle shares climbed 13% this week after announcing a Gemini AI partnership with Alphabet and reporting strong cloud growth. Backlog conversion covers 85% of its FY2027 revenue target.
Arm Holdings Soars as AI Chip Shipments Quadruple
Arm Holdings shares surged 7.1% as AI core shipments quadrupled, with revenue hitting $1.289 billion and adjusted EPS of $0.45.
Arm Shares Slide on Rising Stock Compensation Despite Revenue Beat
Arm shares fell 7% in after-hours trading after reporting record revenue and a profit beat, but rising stock-based compensation widened the gap between GAAP and adjusted profitability.
Bloom Energy Surges After Q2 Beat, 2026 Outlook Points to Steady Growth
Bloom Energy shares surged 10.6% after hours as Q2 results topped estimates and the 2026 midpoint guidance implies only modest sequential growth, easing pressure on the second half.
Salesforce Surges $21 Billion in Value After Landing Major VA Contract
Salesforce shares surged 5.4% to $182.92, boosting market value by $21.4 billion after winning a $1.6 billion VA contract. The deal highlights growing government adoption of its AI and data platforms.
ServiceNow Stock Jumps 6.9% on Q2 Beat, but Tepid Q3 Outlook Caps Rally
ServiceNow shares surged 6.9% on a $57M Q2 subscription revenue beat, but Q3 guidance fell short, limiting the rally. AI revenue surpassed $1B ACV.
Oracle Stock Recovers on $7B Pentagon Deal, AI Spending Concerns Linger
Oracle shares climbed 4.6% on a Pentagon deal worth up to $7 billion, but the annual cap is modest relative to revenue and AI spending pressures remain.
Bloom Energy Stock Plunges 15% as $3.6B Revenue Target Hinges on H2 Surge
Bloom Energy shares dropped 15% as early Q2 projections of 2.1% sequential growth raise concerns about reaching its $3.6B annual revenue target.
Oracle Stock Drops $14.5B Despite $7B Pentagon Award
Oracle shares fell 4.2% Friday, erasing $14.5 billion in market cap despite winning a Pentagon contract worth up to $6.99 billion.
Oracle Stock Gains 2.5% on $7 Billion Pentagon Contract Despite Valuation Disparity
Oracle shares climbed 2.5% after-hours on a $7 billion Pentagon software contract, though the implied equity gain of $8.6 billion far exceeds the deal's maximum value, suggesting relief buying.
ServiceNow Stock Slips on Q2 Backlog Concerns Despite Revenue Growth
ServiceNow shares declined 4.9% after Q2 backlog data disappointed, despite a revenue uptick. Investors await earnings, with focus on organic growth and AI impact.
Oracle's Share Plunge Triples Dilution from $20B Equity Plan
Oracle shares fell 63%, nearly tripling the dilution from its $20 billion equity plan. S&P downgraded the stock to BBB- on a projected $42 billion free cash flow shortfall for fiscal 2027.
Oracle Stock Rebounds Amid $24 Billion Cash Flow Deficit
Oracle shares recovered 1.77% on Friday to $126.41, but ended the week down 10.1% amid a $23.7 billion free cash flow deficit and S&P downgrade.
Oracle Stock Slides on $20B AI Plan, Dilution Fears Mount
Oracle shares dropped 2% in premarket, extending losses as investors worry that the $20 billion AI initiative may require issuing 161 million new shares.
Amazon Stock Holds Steady as AWS Leadership Transition Looms
Amazon shares traded near $256 as investors focused on the upcoming AWS leadership change and the impact of heavy AI spending on free cash flow.
Oracle Stock Hits 52-Week Low as $638B AI Backlog Faces Funding Test
Oracle shares dropped 4.8% to a 52-week low amid concerns over its ability to finance a massive AI backlog without diluting shareholders.
Oracle Offers Free AI Agent Builder to Boost Cloud Apps Growth
Oracle is giving Fusion Applications customers a free AI-agent builder to accelerate adoption in its slower-growing cloud business, as infrastructure revenue surges and capital spending strains cash flow.
Oracle's $95 Billion Capex Challenge Looms Over $638 Billion Backlog
Oracle shares fell to a 52-week low as the company faces a $95 billion capital spending hurdle that could exceed its fiscal 2027 revenue target of $90 billion.
AI Memory Stocks Slide as Scarcity Premium Erodes
AI memory and storage stocks dropped 7.2% Monday, nearly double the decline in compute names, signaling fading confidence in sustained scarcity-driven profits.
IBM's AI Strategy Faces Valuation Test as Software Growth Must Outpace Consulting
IBM stock trades at 22x forward earnings, similar to Nvidia's multiple. Analysts look to Q2 results for proof that software growth can outpace consulting to justify the valuation.
Oracle Stock Dips on $260 Billion AI Data Center Lease Plan
Oracle shares fell 2.9% after the company unveiled a $260 billion AI data center lease plan, raising concerns about near-term cash flow vs. spending.
Oracle's $638B Order Book Meets $42B Cash Flow Challenge
Oracle stock dropped 2.48% after S&P downgraded its credit rating to BBB-, highlighting a $42 billion cash flow deficit despite a $638 billion order book.
Amazon's $1.3B Annual Bond Cost Pressures AI Investment Returns
Amazon's $25B bond sale, with $1.3B annual interest, tops its trailing free cash flow, raising stakes on AI investment returns. Stock rose 1.1% last week.
Alphabet Shares Dip Amid Dual Regulatory Hurdles in India and UK
Alphabet shares slipped Friday after regulatory developments in India and the UK targeted its key growth engines, Search and Cloud, which together generated 73% of Q1 revenue.
Microsoft Stock Flat Amid Emissions Surge from AI Data Centers
Microsoft shares were nearly unchanged Friday after an environmental report revealed a 25% jump in emissions from AI data centers. The stock now trails the broader market ahead of earnings.
Oracle Stock Rises Despite S&P Downgrade; $20B Share Sale Looms
Oracle stock climbs in premarket trading after a credit downgrade, while a $20B share sale threatens dilution.