The AI trade will be tested as Oracle reports third-quarter earnings. Oracle announced a $50 billion financing plan last month to fund its data center buildout. The tech heavyweight's relationship ...
The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.
ADJUSTED EARNINGS PER SHARE: Adjusted earnings are expected to come in at $1.70 a share, compared with $1.47 a share the prior year. The stock has fallen 23% since the beginning of the year, and ...
Evercore analyst Kirk Materne said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along ...
Barclays cuts Oracle (ORCL) price target ahead of Q3 FY2026 earnings, citing AI revenue upside but margin/EPS headwinds.
Oracle stock is down 50% from September highs, with Q3 earnings offering a chance to rebuild momentum.
Oracle is betting heavily on AI data centers. The company's business has become alarmingly overexposed to one major client: ...
Securities fraud class action lawsuit filed -- Class Period: June 12, 2025, through December 16, 2025 -- Deadline to Seek Lead Plaintiff Status: April 6, 2026 -- Key Lawsuit Allegations: Material ...
Last year, Oracle (NYSE:ORCL) announced a massive, $500 billion data center project in Texas that signed on major AI stocks as partners. The Stargate initiative was positioned as a transformative leap ...
Oracle is considering cutting 20,000 to 30,000 jobs and selling some of its activities as US banks pull back from financing the company’s AI data-center expansion, according to investment bank TD ...