ORCL
NYSE · Technology
Oracle Corporation
$175.07
-9.22 (-5.00%)
ORCL News30 articles
Bloom Energy Stock Rallies on AI Data Center Power Demand
Bloom Energy stock rallies as AI data center power needs drive demand for on-site fuel cells, with Q1 revenue surging 130% and 2026 guidance raised.
Microsoft Shares Dip as Cloud Capacity Woes Persist Ahead of Key Data
Microsoft shares fell 2.9% this week, underperforming the broader market as cloud capacity issues and a failed Oracle deal weigh on sentiment. Key earnings and inflation data loom.
Microsoft Shares Slide on Fed Rate Hike Fears and AI Spending Concerns
Microsoft shares dropped 3.8% as the Fed's hawkish outlook and a shareholder lawsuit over Azure growth weighed on investor sentiment.
ServiceNow Plunges as Software Stocks Sink on Hawkish Fed Outlook
ServiceNow shares plunged nearly 6% as software stocks sank on hawkish Fed rate concerns, despite a price target hike to $130 from Benchmark.
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
OpenAI CEO Cancels Abu Dhabi Visit Amid IPO Filing and Geopolitical Tensions
OpenAI CEO Sam Altman canceled a planned trip to Abu Dhabi, raising questions about the company's Stargate infrastructure plans in the UAE as it pursues a $1 trillion IPO valuation.
AI Stocks Face Fed Scrutiny as Oracle's Capex Plan Rattles Investors
Oracle's 12% plunge on $70B AI capex and $23.7B cash flow deficit underscores investor anxiety as Fed decision looms, pressuring high-valuation AI stocks like Nvidia, AMD, and Broadcom.
SpaceX IPO and Fed Meeting Weigh on Big Tech Stocks
Hedge funds sold major tech stocks ahead of SpaceX's IPO, pushing the Magnificent Seven ETF down 2.4%. The Fed's upcoming meeting and rate outlook are also in focus.
Microsoft Stock Dips on AI Capex Concerns Amid Cloud Growth
Microsoft shares fell 0.9% to $386.92 Friday, pressured by investor concerns over massive AI infrastructure spending and its impact on margins and cloud revenue growth.
Amazon Stock Dips on $17.5B AI Loan, Cash Flow Squeeze Before Prime Day
Amazon shares slipped 1.6% as a new $17.5 billion loan for AI spending raised concerns about capital expenditures and free cash flow, with Prime Day approaching.
Schwab's STAX Rises as Retail Investors Return to Tech, Embrace Options
Schwab's STAX index climbed to 55.08 in May from 50.10 in April, signaling renewed retail participation in the AI rally, with a cautious tilt toward ETFs and options.
Oracle Stock Plunges on AI Spending Concerns Despite Record Revenue
Oracle shares dropped 12% as investors focused on heavy AI spending plans, including $43 billion in new debt and a $40 billion fundraising target, overshadowing record revenue and 93% OCI growth.
Elon Musk on Track to Become First Trillionaire After SpaceX IPO
Elon Musk is poised to become the world's first trillionaire after SpaceX's IPO, with a valuation of $1.77 trillion, pushing his fortune over the trillion-dollar mark.
AMD Rallies on BofA's Bullish AI CPU Outlook and Upcoming Event
AMD shares surged 8% after Bank of America lifted its price target to $560 and raised the 2030 server CPU market forecast to $170B, driven by agentic AI demand. The July Advancing AI event is now a key catalyst.
AI Infrastructure Boom: Top Stocks to Watch in 2026
AI infrastructure is a hot new market focus, with Nvidia, Broadcom, Applied Materials, Intel, and Oracle leading the way. Each stock offers unique opportunities and risks.
Dow Rebounds 930 Points as Oil Plunges After Trump Halts Iran Strikes
The Dow surged 930 points as oil prices dropped sharply after President Trump called off planned strikes on Iran, soothing geopolitical fears. Honeywell, Boeing, and Caterpillar led the gains.
Tech Rebound, Eased Iran Tensions Propel Wall Street Higher
Wall Street surged Thursday as tech stocks rebounded and oil prices fell after President Trump canceled planned strikes on Iran, easing inflation fears. The S&P 500 gained 1.75% to 7,394.30.
Microsoft Underperforms as Nasdaq Rebounds; Xbox Layoffs Loom
Microsoft shares fell 2.8% to $386, lagging a Nasdaq rebound, as investors weighed reports of upcoming Xbox layoffs and ongoing weakness in gaming revenue.
Dow Rebounds on AI Buying, Hot PPI Data Keeps Fed Focus
The Dow Jones Industrial Average recovered 0.57% on Thursday as investors snapped up AI and chip stocks, but hotter-than-expected producer price data kept inflation and Fed rate worries alive.
Wall Street Recovers as Chip Stocks Rally; Oracle Tumbles on Capex Shock
U.S. stocks rebounded Thursday as chipmakers rallied, but Oracle sank 12.5% on a $95 billion capex plan. May PPI surged 1.1%, fueling rate concerns amid Middle East tensions.
Oracle's AI Spending Spree Spurs 9% Stock Drop Despite Record Cloud Growth
Oracle shares fell over 9% after fiscal 2026 capital expenditures surged to $55.66 billion, well above forecasts, sparking investor concerns over AI spending outpacing revenue.
Oracle's $95 Billion Capex Plan Sparks AI Funding Anxiety, Semis Slide
Oracle's $95 billion capex plan and $40 billion financing spooked investors, sending the PHLX Semiconductor Index down 3.57% as AI optimism gave way to funding anxiety.
Oracle's AI Data Center Spend Weighs on Stock Despite Record Cloud Backlog
Oracle shares dropped 8.9% after hours as investors reacted to the company's plan to raise $40B for AI data centers, despite record revenue and a $638B backlog.
Tech Selloff Deepens: AI Spending, Inflation, Geopolitics Unnerve Markets
The S&P 500 tech sector entered correction territory as AI-linked stocks like Oracle and Super Micro Computer tumbled on spending and capital raising, with inflation and geopolitical tensions adding to market jitters.
Tech Selloff Sinks Nasdaq 2% Amid AI Stock Turmoil and Inflation Fears
The Nasdaq fell 2% on Wednesday, led by a steep decline in AI stocks after Super Micro Computer announced a $7 billion equity raise, while inflation and oil prices added to market anxiety.
Tech Rout Deepens as AI Stocks Tumble, Oil Surge Stirs Inflation Jitters
US stocks slumped Wednesday as AI stocks slid on dilution fears from Super Micro Computer's $7 billion financing plan, while surging oil prices stoked inflation worries, dragging the S&P 500 down 1.56%.
Bloom Energy Stock Tumbles as Crusoe Halts Major Data Center Project
Bloom Energy shares plunged over 9% after Crusoe paused its 1.8GW Cheyenne data center project, fueling doubts about the speed of fuel-cell pipeline monetization. Oracle's earnings are the next key catalyst.
Oracle's $600B AI Cloud Bet Under Scrutiny Ahead of Q4 Earnings
Oracle shares fell nearly 3% to $205.81 as traders await Q4 earnings, with options pricing an 11% move. The company's $553B AI cloud backlog is key.
S&P 500 Futures Edge Higher as Inflation Data and Tech Earnings Loom
U.S. stock futures climbed Wednesday, with S&P 500 and Nasdaq contracts up, as traders await inflation data and tech earnings. Intel slipped after a surge on Google AI chip order news.
Oracle Stock Dips as AI Cloud Earnings Test Looms
Oracle shares slid 2.84% to $205.81 ahead of Wednesday's Q4 earnings, with options pricing signaling a potential 11% stock swing as investors scrutinize AI cloud capacity and spending.