Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...

While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow Katherine Li Every time Katherine publishes a story, you’ll get an alert straight to your inbox ...

While Oracle’s operational performance remains strong—supported by steady cloud infrastructure growth, expanding AI-related workloads, and resilient recurring revenue—the current stock price embeds ...

Oracle shares drop after dour forecast, higher capex AI-related stocks including Nvidia fall At least 13 brokerages slash PT on stock following results Dec 11 (Reuters) - Oracle (ORCL.N), opens new ...

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and profitability is a question mark. Investors appear to be skeptical of the ...

The best team in the College Football Playoff era is _____? With the inaugural 12-team CFP getting underway this week, our team at FOX Sports set out to find the answer to that loaded question. There ...

Oracle’s cloud RPO hit $455B last quarter, up 359% year over year. The company expects FY26 CapEx of $35B to build GPU clusters for AI infrastructure. Multi-cloud database revenue grew 1,529% as ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Oracle's stock has fallen sharply due to investor concerns over its ...

A mock job advertisement that has done the rounds recently calls for a “killswitch engineer” for OpenAI, maker of ChatGPT. The description requires the successful applicant to stand by servers all day ...