Oracle's stock dropped 20% in five days after announcing plans to spend $70 billion on AI data centers, funded by $40 billion in new debt and equity. Despite beating revenue expectations, investors worry about the company's heavy debt load nearing $100 billion and stock dilution. This contrasts with companies like Micron, which are reducing debt amid fears of AI demand volatility and efficiency gains that could reduce the need for massive data centers. The market is wary of aggressive spending in AI infrastructure amid uncertain future compute demand and falling AI service prices.
Oracle reported record earnings for Q4 and full year 2026 but announced plans to increase capital expenditures to $95 billion in fiscal 2027, well above analyst expectations. This spending surge, aimed at expanding AI capabilities, is expected to cau...
The U.S. Office of Personnel Management (OPM) has awarded Oracle a $395.8 million contract to develop a unified, AI-powered Human Capital Management (HCM) platform for over two million federal employees. This new system will replace more than 100 dis...
Oracle's stock fell over 10% in after-hours trading despite reporting better-than-expected revenue of $19.18 billion and EPS of $2.03. The decline follows a 2.18% drop during regular trading, even as BMO Capital raised its price target to $220 and ma...
Oracle reported its Q4 results and surprised markets by planning $90 billion in capital expenditures (CapEx) for fiscal year 2027, significantly above Wall Street's $61.7 billion estimate. While maintaining a $90 billion revenue outlook and raising a...
Oracle reported a 93% year-over-year jump in cloud infrastructure revenue to $5.79 billion for Q4 FY2026, validating its AI infrastructure growth thesis. Despite a record $638 billion backlog, shares remain 26% below their 52-week high due to concern...
