Oracle shares have fallen nearly 18% year-to-date and about 34% over the past year, despite strong fundamentals and a robust backlog of $638 billion. Traders are selling call options ahead of tonight's earnings report, signaling cautious sentiment. Management expects significant revenue and earnings growth in FY2027, driven by cloud and AI infrastructure demand. Analysts remain mostly bullish with a $241 price target, but recent earnings reactions have been mixed, making this report a key moment for Oracle's stock direction.
Intel's stock dropped over 50% recently despite posting its strongest data center growth in 15 years, reflecting concerns over heavy spending, foundry losses, and a weak PC market outlook for 2027. The company sees strong demand for server CPUs and A...
Microsoft is ending its contract to rent AI computing capacity from Oracle, citing Oracle's use of older Nvidia GPUs that no longer meet its needs. Oracle disputes the impact, stating that even its older GPUs command a premium and are in high demand,...
Microsoft is ending its AI cloud contract with Oracle, causing Oracle's stock to drop as much as 5.2% before a slight recovery. This deal, started in 2023, involved Microsoft renting Oracle's server capacity for AI-powered Bing, but Microsoft is now ...
Oracle will hold its 2026 Annual Meeting of Stockholders on November 18, 2026, at 9:00 a.m. Central Time. The meeting will be conducted virtually via a live audio webcast, allowing shareholders as of September 21, 2026, to participate and vote. Guest...
Microsoft is ending its agreement to rent artificial-intelligence computing capacity from Oracle, according to a Bloomberg report. This move has put pressure on Oracle's shares as it signals a shift in Microsoft's cloud AI strategy. The termination o...
