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 (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...

The database giant reported a mixed second quarter, beating earnings estimates with a 54% jump in adjusted EPS to $2.26, but missing revenue expectations at $16.06 billion. However, the focal point ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Samuel O'Brient Every time Samuel publishes a story, you’ll get an alert straight to your inbox ...

Dec 11 : Oracle shares slumped nearly 11 per cent in premarket trading on Thursday after downbeat forecasts and higher capex fanned worries that its massive AI investments are taking longer than ...

Oracle's U.S. shares fell more than 10% in after-hours trading in New York on the 10th, local time, on concerns about a large expansion in capital expenditures (CAPEX). After closing up 0.67% in the ...

Oracle Corp. shares plunged the most in almost 11 months after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud ...

Oracle’s ORCL relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle’s ...

Investing.com-- Analysts at Stifel cut their price target on Oracle after the software maker’s weak quarterly update triggered a sharp after-hours selloff, the brokerage said in a note. Stifel cut its ...

Bellwethers are lead sheep wearing bells to indicate where the flock is going. In finance and markets, they are often celebrated as indicators of coming prosperity. But they cut both ways because they ...

Oracle shares fell approximately 10% in after-hours trading after what Stifel described as a "lackluster print." The modest improvement in RPO growth of 15% quarter-over-quarter was overshadowed by ...