Oracle Corporation (ORCL)

2 Neocloud Stocks Sliding After Oracle's Dismal Guidance

Oracle's (ORCL) second-quarter revenue miss, coupled with a disappointing profit outlook, is sending shockwaves through the tech sector today.

Significant Backlog v. Massive Debt: Will ORCL Win A.I.

Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race.

Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today?

Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading.

AI chip and tech stocks are falling again after gloomy Oracle earnings reignite bubble fears. Here's the latest

Today, investors are waking up to red on their screens as many tech and AI stocks are dropping in premarket trading.

Oracle Fiscal Q2 Earnings: AI And Debt Concerns Remain

Oracle Corporation shares have plunged 15% post Q2, now down 45% from September highs amid extreme volatility. Massive capital spending, surging net debt, and uncertain AI-related margins drive caution despite cloud revenue acceleration. ORCL's remaining performance obligations soared to $523B, but revenue growth lags investment, raising concerns about return on capital.

Explainer: What are credit default swaps and why are investors watching Oracle's?

The cost of insuring Oracle's debt against the risk of default has shot up after its latest earnings reignited worries about how much the broader corporate sector is spending on AI and the borrowing surge to fund it.

Oracle stock sinks after its Q2 earnings, Chevron CFO talks about company's $19B CapEx plan for 2026

Market Catalysts host Julie Hyman follows the day's biggest stories and speaks with Wall Street experts on December 11, 2025. Oracle stock continues to sink after posting mixed fiscal second quarter results on Wednesday.

Oracle Q2 Earnings Beat Estimates, Cloud Growth Fuels Revenue Rise

ORCL posts a strong fiscal Q2 as earnings beat estimates and cloud demand surges, fueled by massive new AI-driven commitments.

Trade Tracker: Malcolm Ethridge sells out of Oracle

Malcolm Ethridge, managing partner at Capital Area Planning Group, joins CNBC's 'Halftime Report' to explain why he's getting out of Oracle as the stocks plunges after a revenue miss. The Committee debate the move and the post-fed market.

Oracle Joins Code Red Club

Oracle (ORCL) plunged over 10% post-Q2 despite strong cloud growth and surging RPO, as investors question AI capex and cash flow sustainability. Cloud Infrastructure revenue soared 68% and RPO exploded 438% to $523B, but heavy capex drove free cash flow negative and raised debt concerns. Management asserts capex is tied to contracted demand, with flexible funding models and near-term RPO conversion expected to support balance sheet health.

Oracle shares are a buying opportunity, analysts say after Q2 results indicate multi-billion-dollar backlog

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares may be falling on Thursday morning after soft earnings, but analysts see long-term potential in its record $523 billion AI backlog and accelerating GPU demand. Wall Street analysts largely viewed the weakness as temporary, reflecting heavy investment in AI infrastructure rather than a deterioration in fundamentals.

Oracle: The AI Capex Blunder Explained

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y RPO growth in Q2 FY 2026, confirming robust AI-driven demand outlook. But the combination of rising capex intensity, protracted negative FCF, and widening funding needs has amplified investors' angst over ORCL's ability in accelerating backlog conversion and delivering sustained margin expansion.

Oracle Shares Plunge 11% After Q2 Revenues Miss: Should You Hold?

ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.

Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It

Oracle's (ORCL) stock tumbled Thursday, dragging other tech stocks down along with it, a day after the cloud computing giant posted sales that missed analysts' estimates.

Larry Ellison—Losing $31 Billion—Stumbles To No. 3 Richest As Oracle Shares Plummet

Ellison, Oracle's chairman who stepped down as CEO in 2014, is the third-richest person in the world after $35.8 billion was cut from his net worth, estimated at $245.2 billion, after earlier falling to as low as fifth. Ellison previously held the No.

Oracle drags down Nvidia and other AI stocks as bubble fears intensify

Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending.

Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell

Oracle Database@Google Cloud is Now Available in Canada

Powerful multicloud database service will help customers in Canada improve analytics and AI productivity, address data residency regulations, and accelerate IT modernization Industry-first reseller program enables Oracle and Google Cloud partners to offer Oracle Database@Google Cloud to customers AUSTIN, Texas , Dec. 11, 2025 /PRNewswire/ -- Oracle is now offering Oracle Database@Google Cloud to customers in Canada. With the debut of the powerful multicloud service in Canada, customers can now run Oracle Exadata Database Service on Dedicated Infrastructure, Oracle Autonomous AI Database, and Oracle Autonomous AI Lakehouse on Oracle Cloud Infrastructure (OCI) in the North America-Northeast 1 (Montreal) and North …

5 Things to Know Before the Stock Market Opens

Stock futures are lower this morning, led by tech sector declines, after major indexes surged on Wednesday following the Federal Reserve's decision to cut interest rates; the Fed has trimmed its benchmark rate at each of its last three policy meetings, but the outlook for additional cuts is far from clear; Oracle shares are sinking after the cloud computing giant released its quarterly results, reviving concerns about an AI bubble; Chipmaker Broadcom is set to post its own quarterly results after the closing bell today; and Coca-Cola has named a new CEO. Here's what you need to know today.

"Dip Worth Watching:" Weakness After Rate Cut, Jobless Claims & ORCL

Thursday morning's downside action can be attributed to a number of movers, though Kevin Hincks says it's weakness worth watching. He takes investors through the jobless report which showed 236,000 initial claims.

S&P500 and Nasdaq 100: Oracle Shock Hits Tech Stocks in Early Stock Market Analysis

Tech stocks weaken after Oracle's miss as US indices cool despite a Fed rate cut, with traders reassessing the near-term stock market outlook.

Oracle Analysts Slash Their Forecasts Following Q2 Earnings

Oracle Corp. (NYSE: ORCL) posted mixed second-quarter financial results for fiscal 2026 after the market closed on Wednesday.

Cost of insuring Oracle debt against default surges

The cost of insuring Oracle debt against default surged on Thursday to its highest in at least five years, after the company's results missed forecasts, reigniting investor concern about its massive borrowing to fund its push into AI.

Larry Ellison's $283 Billion Net Worth Threatened as Oracle Stock Collapses

Larry Ellison, executive chair and chief technology officer, founded Oracle Corp.

Market Path Ahead Post-FOMC Rate Cut, ORCL "Missed Layup" & NVDA Slides

Heading toward 24 hours after the FOMC cut interest rates by 25bps, Kevin Green takes everything we learned Wednesday and explains what it means for Thursday's trading action and beyond. He notes one more rate cut priced in for 2026 and a door opening for quantitative easing.

Oracle set to report quarterly results after the bell

Oracle's earnings report lands during a very volatile stretch for the stock, as investors question whether the company's AI investments are justified. The company raised $18 billion of debt in September.

Markets Brace for a Hawkish Fed

Markets Brace for a Hawkish Fed.

Oracle's debt concerns loom large ahead of quarterly earnings

CNBC's Seema Mody reports on Oracle's AI financing plans.

Why Oracle Stock Is Expensive

ORCL stock has surged 10% in the past week and now trades at $221.53, but the rally has pushed the valuation to levels that look stretched relative to the company's fundamentals and long-term growth profile. Our analysis suggests that it may be prudent to reduce exposure, as a more reasonable price of around $156 appears achievable under normalized valuation multiples.

Oracle Stock: Prepare For Q2 Earnings With A Short-Term, High-Risk Spread Trade

Oracle stock: For Q2 earnings, the options market is pricing in a 10.5% move in either direction.