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Oracle, AI and stock rally

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Overview
Impacts
 · 9h · on MSN
Oracle’s stock slides after earnings, as the steep price of AI spooks investors
Oracle blew past earnings expectations and grew its contract pipeline to $638 billion, but Wall Street is concerned about its rising AI costs.

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 · 6h
Oracle’s AI investments spook investors despite another impressive earnings and revenue beat
 · 18h · on MSN
Oracle earnings pose next test for suddenly shaky AI stock rally
 · 9h
Oracle Reports Higher Profit on Surging Cloud Revenue
Oracle ORCL-2.21%decrease; down pointing triangle reported a higher profit as surging cloud business more than offset a decline in software revenues.

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 · 5h
Oracle's AI spending blows past estimates, raising worries over growing debt
 · 5h
Oracle Upsets the Market With Even More AI Spending and Debt Issuance
 · 8h
Oracle Stock Slides on Increased Capital Spending
Oracle, whose fiscal year ends in May, reported $55.7 billion in capital expenditures, about $5 billion more than analysts expected.

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 · 8h
Oracle Q4 2026 Earnings Call: Live Updates on $ORCL results, forecast
 · 9h
Oracle stock gets shocking Wall Street verdict before earnings
CRN
6h

Oracle Q4 Earnings: Cloud, AI Surge As Spending Spikes

Oracle credited most of the RPO increase to large-scale AI contracts where customers prepaid for graphics processing units or supplied their own GPUs to Oracle. Those prepaid or supplied GPU customers total $75 billion and brought down the amount of capital Oracle needs to raise for AI data center build out, according to the vendor.
Forbes
2y

Oracle Launches Globally Distributed Autonomous Database

Oracle's Globally Distributed Autonomous Database caters to organizations with multinational operations and complex data-sovereignty needs. Oracle recently announced significant updates to its Autonomous Database, enabling specific enterprise capabilities ...
DatacenterDynamics
9d

Oracle Database@AWS now offered in 20 global regions

Oracle and Amazon Web Services (AWS) have added eight new locations for their multicloud offering, Oracle Database@AWS. The new locations include the EU-Central-2 (Zurich), EU-South-1 (Milan), EU-South-2 (Spain), EU-West-3 (Paris), AP-Northeast-3 (Osaka), AP-Southeast-1 (Singapore), AP-Southeast-4 (Melbourne), and SA-East-1 (Sao Paulo) AWS regions.
42m

Oracle Corp (ORCL) Q4 2026 Earnings Call Highlights: Record Revenue and Cloud Growth Amidst ...

Oracle Corp (ORCL) reports a robust Q4 with significant gains in cloud infrastructure and AI contracts, despite challenges in gross margins and competitive pressures.
Forbes
2mon

Oracle AI Database Agentic AI: New Features Address Enterprise Data Pipeline Problem

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Oracle announced a suite of agentic AI capabilities integrated directly into Oracle AI Database, enabling AI agents to securely access enterprise ...
dbta
5mon

Oracle Database Upgrade: How to Migrate from 11.2.0.2 and Beyond to Oracle AI Database 26ai

Upgrading your Oracle database from version 11.2.0.2 to the latest Oracle AI Database 26ai release gives you access to the cutting edge functionality that Oracle is delivering to this data platform. This guide will walk you through setting up a new Oracle ...
1don MSN

Bank of America aggressively upgrades Oracle stock price target

Here's what could happen to ORCL shares next.
The Motley Fool
3y

Oracle Just Made Its Database Software Free for Developers

Oracle's market share has been eroding in recent years as the database market has undergone this transformation. According to the market researchers at Gartner, Oracle's share declined from 36.1% in 2017 to just 20.6% in 2021. The company has brought its ...
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