SAP stock tumbles 3%: Why Oracle's AI capex surge is hitting software shares

SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not ...
MSN on MSN

Oracle Q4 earnings call flags AI build-out & CapEx push

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single ...
zacks

Oracle Pushes Up Capex Spending on AI: High Risk or High Reward?

Oracle posts 22% revenue growth, with OCI surging 84% and cloud revenues up 44% in Q3 2026. Oracle maintains $50B capex plan, pressuring free cash flow and raising execution risk concerns. Oracle ...
zacks

Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase?

Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand. ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter ...
Seeking Alpha

Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...
International Financing Review

Oracle takes bottom-up approach to funding 2026 capex

Amid an unprecedented AI-focused borrowing binge, Oracle became the first of the hyperscalers to blink on the public equity side, raising US$5bn from the sale of a mandatory convertible preferred, ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...