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 adjusted earnings per share guidance, investors reacted negatively to the increased spending plans, causing shares to fall up to 10% in pre-market trading. The company's future depends on effectively converting remaining performance obligations into revenue without overspending. Analysts see more downside risk for Oracle shares given these concerns.
In 2026, five major tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have issued $159 billion in bonds, surpassing their total debt from 2020-2024. This surge funds massive investments in AI infrastructure like data centers and advanced p...
Oracle's shares fell almost 9% following its quarterly report and announcement of plans to raise $40 billion in 2027 to fund AI infrastructure expansion. Despite investor concerns over increased debt and dilution, Oppenheimer maintains a bullish outl...
The S&P 500 surged 1.75% to 7,394.30 following President Trump's announcement of a nearing peace deal with Iran, which eased fears of conflict and led to lower oil prices. Semiconductor stocks rebounded strongly, supporting the rally, although some t...
The Dan Ives Wedbush AI Revolution ETF (IVES) has delivered a 17% gain year-to-date as of June 9, 2026, outperforming the S&P 500's 8% gain despite a recent 11% drop in one week. The fund's concentrated portfolio focuses on leading AI infrastructure ...
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...
