Oracle's stock fell 6% to $136.73, diverging sharply from the broader cloud sector which remained stable. This decline reflects company-specific issues rather than sector-wide weakness, as peers like Snowflake and CoreWeave showed minimal movement. Despite reporting 29.6% revenue growth and strong AI cloud infrastructure expansion, Oracle faces skepticism due to high capital expenditures, negative free cash flow, and rising interest expenses. Investors are watching Oracle's ability to convert its $664 billion backlog into revenue and the upcoming Q2 FY2027 results to gauge if growth can outpace its capital demands.
Oracle trades at USD 137.10 on Pluang, down 5.15% as of Sep 24, 2026 20:45 WIB, with 84% of orders selling. Snowflake is slightly down 1.37% at USD 330.21, while CoreWeave gained 2.24% to USD 88.85. The typical hold time on Pluang is longest for Oracle at 71 days, indicating more patient investors compared to CoreWeave's 2 days.
Oracle issued a force majeure notice on its $165 billion Project Jupiter data center in New Mexico due to permit denial and financing challenges, causing its debt to trade below par and shares to drop about 4%. The project, critical for Oracle's AI i...
Oracle's stock fell nearly 6% after the company issued a force majeure notice regarding its New Mexico data center, Project Jupiter. The notice aims to protect Oracle from higher costs and delay payments if the facility, part of a major AI infrastruc...
Oracle announced enhancements to its Digital Assets Data Nexus platform, enabling banks to integrate digital money transactions with traditional payment systems using ISO 20022 messaging. The platform supports AI-enabled risk analysis, smart contract...
Oracle announced its new Oracle Health Oncology EHR, an AI-driven electronic health record system designed specifically for cancer care. This solution integrates oncology-specific workflows, clinical intelligence from diverse data sources, and connec...
Oracle Health announced new AI capabilities in its revenue cycle management portfolio to help U.S. healthcare organizations reduce reimbursement issues early in the patient and payment process. These AI tools will automate and connect workflows acros...
