Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading. But why are shares in these companies falling? Much of it has to do with the cloud ...
Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...
Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...
JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...
Oracle (ORCL) was in focus on Thursday as Wall Street firms defended the IT giant after it reported mixed results, and said the growth from artificial intelligence will be surprising in the years to ...
Oracle's debt is rising as cash flies out the door to fund AI data centers. The company already has a debt-heavy balance sheet, and it will need to borrow more to fund its AI infrastructure contracts.
Oracle is looking beyond Nvidia for the chips it needs to power its AI datacenters. In what could be described as a warning shot to Jensen Huang's business, Oracle co-founder Larry Ellison said: "We ...
Oracle ORCL1.10%increase; green up pointing triangle shares fell sharply on Thursday, a stark display of investors’ concerns about tech companies overspending on artificial-intelligence infrastructure ...