Oracle Corporation (ORCL)

US — Technology Sector

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News

Oracle: Overdone Fears Around OpenAI, Stock Remains A Strong Buy

ORCL
Published: December 15, 2025 by: Seeking Alpha
Sentiment: Positive

Oracle shares dropped 37.3% after Q2 2026 revenue and margin misses, but I view the sell-off as overdone. Cloud revenues surged 34% to $8B, now 50% of the total, while higher CapEx and costs reflect investment in future topline growth. Despite elevated CapEx and debt concerns, ORCL's $523B RPO and robust EBITDA growth support strong multi-year upside potential.

image for news Oracle: Overdone Fears Around OpenAI, Stock Remains A Strong Buy

523 Billion Reasons to Buy Oracle Stock in December

ORCL
Published: December 15, 2025 by: The Motley Fool
Sentiment: Positive

Oracle stock has taken a significant hit in recent months. Oracle's approach to cloud infrastructure is highly effective for growing market share.

image for news 523 Billion Reasons to Buy Oracle Stock in December

Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout

NVDA, ORCL
Published: December 12, 2025 by: Schwab Network
Sentiment: Positive

Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest

image for news Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout

Oracle says there have been 'no delays' in OpenAI arrangement after stock slide

ORCL
Published: December 12, 2025 by: CNBC
Sentiment: Neutral

Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify a timeline for turning on cloud computing infrastructure for OpenAI.

image for news Oracle says there have been 'no delays' in OpenAI arrangement after stock slide

Oracle Corporation (ORCL) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

ORCL
Published: December 12, 2025 by: Business Wire
Sentiment: Neutral

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ORACLE (ORCL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at howardsmi.

image for news Oracle Corporation (ORCL) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Wall Street Roundup: Market Reacts To Earnings

AAL, AVGO, AZO, DAL, DIS, FDX, JBLU, KBH, LEN, LUV, META, NFLX, NKE, NVDA, ORCL, PSKY, UAL, WBD
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Negative

Oracle (ORCL) fell 11% post-earnings as revenue missed and operating expenses outpaced cloud revenue growth, raising debt and spending concerns. AI-driven margin pressures are surfacing across tech, with Broadcom (AVGO) sliding 10% despite strong results, as investors weigh infrastructure costs.

image for news Wall Street Roundup: Market Reacts To Earnings

Oracle says there have been 'no delays' in OpenAI arrangement after stock slide

ORCL
Published: December 12, 2025 by: CNBC Television
Sentiment: Neutral

CNBC's Seema Mody reports on news regarding Oracle.

Securities Fraud Investigation Into Oracle Corporation (ORCL) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

ORCL
Published: December 12, 2025 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ORACLE (ORCL), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On December 10, 2025, Oracle reported second quarter earnings, including that the.

image for news Securities Fraud Investigation Into Oracle Corporation (ORCL) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

D.A. Davidson's Luria reacts to delays in some Oracle data centers for OpenAI

ORCL
Published: December 12, 2025 by: CNBC Television
Sentiment: Neutral

Gil Luria, head of tech research at D.A. Davidson, joins 'Money Movers' to discuss the latest news on Oracle, including reports that some of its OpenAI data centers are now expected in 2028 rather than 2027.

image for news D.A. Davidson's Luria reacts to delays in some Oracle data centers for OpenAI

Oracle shares continue to fall as it delays OpenAI data centers to 2028

ORCL
Published: December 12, 2025 by: Proactive Investors
Sentiment: Negative

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell another 5% on Friday, putting it on track for a 15% loss for the week, after Bloomberg reported the company has pushed back the completion of several data centers related to its partnership with OpenAI from 2027 to 2028. The report, which cited sources with knowledge of the projects, said the delays are attributed primarily to labor and material shortages.

image for news Oracle shares continue to fall as it delays OpenAI data centers to 2028

Former TikTok CEO Kevin Mayer calls Disney-OpenAI deal a ‘smart move' for the entertainment giant

DIS, ORCL
Published: December 12, 2025 by: CNBC Television
Sentiment: Positive

Kevin Mayer, Candle Media CEO, former TikTok CEO, and former Disney senior executive, joins 'Money Movers' to discuss the new Disney-OpenAI deal, how Hollywood might perceive it, and more.

image for news Former TikTok CEO Kevin Mayer calls Disney-OpenAI deal a ‘smart move' for the entertainment giant

Should You Buy Intuit Stock Instead Of Oracle?

INTU, ORCL
Published: December 12, 2025 by: Forbes
Sentiment: Neutral

Intuit and Oracle may both sit at the center of enterprise software, but the market is treating them very differently. Oracle's stock has surged on the back of its cloud ambitions, while Intuit has quietly delivered steadier fundamentals and cleaner execution.

image for news Should You Buy Intuit Stock Instead Of Oracle?

Oracle pushes back several data centers for OpenAI to 2028 from 2027, Bloomberg News reports

ORCL
Published: December 12, 2025 by: Reuters
Sentiment: Neutral

Oracle has pushed back the completion dates for some of the data centers it is developing for OpenAI to 2028 from 2027, Bloomberg News reported on Friday citing people familiar with the work.

image for news Oracle pushes back several data centers for OpenAI to 2028 from 2027, Bloomberg News reports

Why Rothschild's Haissl has a sell on Oracle

ORCL
Published: December 11, 2025 by: CNBC Television
Sentiment: Negative

CNBC's "Power Lunch" team discusses Oracle's stock performance amid AI bubble fears with Alex Haissl of Rothschild & Co Redburn.

image for news Why Rothschild's Haissl has a sell on Oracle

Oracle Shares Tumble Thursday, Weighing on Market

ORCL
Published: December 11, 2025 by: WSJ
Sentiment: Negative

Oracle shares fell sharply on Thursday, a stark display of investors' concerns about tech companies overspending on artificial-intelligence infrastructure.

Oracle Shares Tumble Thursday, Weighing on Market

ORCL
Published: December 11, 2025 by: WSJ
Sentiment: Negative

Oracle shares fell sharply on Thursday, a stark display of investors' concerns about tech companies overspending on artificial-intelligence infrastructure.

Oracle Stock Is Getting Whacked. Is the AI Trade a 'Show Me Story' Now?

ORCL
Published: December 11, 2025 by: Investopedia
Sentiment: Neutral

What happens when investors start turning a microscope on promises of AI-driven gold?

image for news Oracle Stock Is Getting Whacked. Is the AI Trade a 'Show Me Story' Now?

Oracle stock plunges 12% on AI jitters — shrinking Larry Ellison's net worth by $34B

ORCL
Published: December 11, 2025 by: New York Post
Sentiment: Negative

Investors fearful of a tech “bubble” issued a collective thumbs down over the firm's massive AI spending.

image for news Oracle stock plunges 12% on AI jitters — shrinking Larry Ellison's net worth by $34B

2 Neocloud Stocks Sliding After Oracle's Dismal Guidance

ORCL
Published: December 11, 2025 by: Schaeffers Research
Sentiment: Negative

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

image for news 2 Neocloud Stocks Sliding After Oracle's Dismal Guidance

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

ORCL
Published: December 11, 2025 by: Schwab Network
Sentiment: Neutral

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.

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

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

NVDA, ORCL
Published: December 11, 2025 by: Fast Company
Sentiment: Negative

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

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

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

ORCL
Published: December 11, 2025 by: Fast Company
Sentiment: Negative

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

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

Oracle Fiscal Q2 Earnings: AI And Debt Concerns Remain

ORCL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Negative

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.

image for news Oracle Fiscal Q2 Earnings: AI And Debt Concerns Remain

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

ORCL
Published: December 11, 2025 by: Reuters
Sentiment: Negative

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.

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

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

CVX, ORCL
Published: December 11, 2025 by: Yahoo Finance
Sentiment: Negative

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.

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

Oracle Q2 Earnings Beat Estimates, Cloud Growth Fuels Revenue Rise

ORCL
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

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

image for news Oracle Q2 Earnings Beat Estimates, Cloud Growth Fuels Revenue Rise

Trade Tracker: Malcolm Ethridge sells out of Oracle

ORCL
Published: December 11, 2025 by: CNBC Television
Sentiment: Negative

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.

image for news Trade Tracker: Malcolm Ethridge sells out of Oracle

Oracle Joins Code Red Club

ORCL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive

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.

image for news Oracle Joins Code Red Club

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

ORCL
Published: December 11, 2025 by: Proactive Investors
Sentiment: Positive

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.

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

Oracle: The AI Capex Blunder Explained

ORCL
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Negative

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.

image for news Oracle: The AI Capex Blunder Explained

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About Oracle Corporation (ORCL)

IPO Date 1986-03-12
Website https://www.oracle.com
Industry Software - Infrastructure
CEO Michael D. Sicilia
Employees 159000

Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle application licenses; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database, an enterprise database; Java, a software development language; and middleware, including development tools and others. The company's cloud and license business' infrastructure technologies also comprise cloud-based compute, storage, and networking capabilities; and Oracle autonomous database, MySQL HeatWave, Internet-of-Things, digital assistant, and blockchain. Further, it provides hardware products and other hardware-related software offerings, including Oracle engineered systems, enterprise servers, storage solutions, industry-specific hardware, virtualization software, operating systems, management software, and related hardware services; and consulting and customer services. The company markets and sells its cloud, license, hardware, support, and services offerings directly to businesses in various industries, government agencies, and educational institutions, as well as through indirect channels. Oracle Corporation was founded in 1977 and is headquartered in Austin, Texas.