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 cause further gross margin declines beyond the 5-point drop seen in 2026. The company also plans to raise an additional $40 billion in capital against projected 2027 revenue of $70 billion. Following these announcements, Oracle's stock fell more than 10%, prompting a securities investigation into whether the company misled investors about its financial health and capital needs.
Oracle has begun construction on its new global headquarters in Nashville's East Bank, marking a major investment in cloud, AI, and healthcare technology. The 78-acre campus will include retail spaces and a Nobu hotel, with the first buildings openin...
Oracle beat earnings estimates in fiscal Q1 2027 with EPS of $1.92 and revenue of $19.345 billion, driven by strong cloud growth. Despite this, the stock is down 37.75% year to date, trading below key moving averages, as concerns over high capital sp...
Wall Street analysts remain cautious on Super Micro Computer (SMCI), maintaining a 'Sell' rating and lowering its 12-month price target to $18, reflecting concerns despite the company's recovery from a 2024 accounting scandal. In contrast, Oracle (OR...
Oracle introduced two new AI-driven analytics applications—Financial Services Data Intelligence Treasury Analytics and Customer Analytics—to help financial institutions and insurers analyze complex data and make faster, informed decisions. These tool...
CoreWeave, OpenAI, and Oracle are encountering significant challenges amid a weakening AI market narrative and shifting investor sentiment. CoreWeave's credit risk has surged, with bond yields over 16% and CDS spreads at 1,240 basis points, indicatin...
