News
Oracle (ORCL) rebounds nearly 8% as investors weigh bankruptcy chatter against a massive AI infrastructure buildout. Capex hit $55.7B in FY2026, but free cash flow turned negative at -$23.7B.
News
Oracle (ORCL) shares surged 4.27% in after-hours trading to $119.90 ahead of its July 28 earnings report. The market is laser-focused on cloud revenue growth, AI infrastructure spending, and the potential impact of a massive Pentagon contract.
News
Oracle (ORCL) stock has tumbled to near its 52-week low. Historical data shows an average 18% pullback in past market shocks, even as the company lands massive AI infrastructure contracts.
News
Oracle shares jumped 4% in midday trading after multiple Wall Street analysts highlighted the company’s AI cloud revenue potential. The stock hit an intraday high of $149.07 as tech sentiment broadly improved.
News
Piper Sandler defends Oracle (ORCL) ahead of earnings, arguing the market is overreacting to its massive capex. The firm points to roughly $22 billion in AI infrastructure contracts that provide strong revenue visibility.
News
Oracle’s latest annual report lays out dozens of risks tied to its massive AI data center buildout, from construction delays and customer defaults to regulatory crackdowns. The company warns that some AI clients may be “highly leveraged” and could fail to pay.
News
SoftBank is back at the table with banks for a $10 billion loan backed by its AI infrastructure bets, including the Stargate project. Oracle’s 10-K revealed capex surged to $55.7 billion and flagged dozens of risks tied to AI data-center buildout, sending shares down 2.76% after hours.