Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...

Oracle shares drop the most since 2001 on mounting AI spending

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

Oracle earnings may not be enough to assuage debt, AI deal fears

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a ...

AI Stocks Get Pummeled as Oracle Delay Adds to Broadcom Concerns

The shares of companies exposed to artificial intelligence infrastructure came in for a beating after a report about Oracle ...

Larry Ellison’s Wealth Plunges $25 Billion After Oracle Slump

Three months after Larry Ellison briefly became the world’s richest person, a historic slide in Oracle Corp. shares sent his ...

Why Oracle Is Worrying Investors About the A.I. Boom

Shares in the technology company are down as investors grow anxious that its bet on artificial intelligence, and OpenAI in ...
The Economist

Oracle and the hard truths about software

Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
Network World

Here’s what Oracle’s soaring infrastructure spend could mean for enterprises

As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...

ETFs focused on AI stocks struggle as Broadcom, Oracle among worst performers in S&P 500

Stocks linked to artificial intelligence were struggling Monday, with Broadcom Inc. and Oracle Corp. among the worst ...

Oracle: This Is A Golden Buying Opportunity

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...

Oracle Corporation (NYSE: ORCL) Q2 2026 earnings call transcript

Q2 2026 Earnings Call Transcript December 10, 2025 Oracle Corporation beats earnings expectations. Reported EPS is $2.26, ...

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...