Oracle's $130 billion debt and negative free cash flow triggered a 19% five-session drop that directly accelerated IGV's ...

SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

Oracle just raised a fresh red flag for investors worried that tech companies are getting ahead of themselves when it comes it their massive capex spending. Oracle stock plunged 14% on Thursday after ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

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 ...

Shares of Oracle (ORCL) tumbled about 8% premarket on Thursday after the company forecast higher capital expenditure for fiscal 2027 than analysts' estimates and said it expects to raise about $40B in ...

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Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch. A stock down 23% year to date. Reddit’s r/stocks was flooded with a thread titled “What is wrong with ...