Oracle (ORCL) stock news

Texas Wants to Rethink Data Center Construction. Here's the AI Stock Most Exposed.

Oracle's extensive presence in the Lone Star State puts it in the spotlight.

Nvidia’s Jensen Huang crisis tests how much of the AI industry depends on one man

Huang’s exit could fray tight bonds among AI businesses. Plus, Oracle’s potential AI catalyst, a $1.5 trillion Social Security stock proposal and what the oil-yield split may mean for inflation.

Oracle’s stock is totally misunderstood and should be a ‘go-to’ AI play, says this analyst

A Bernstein analyst thinks two key investor concerns will soon subside.

Why is Oracle stock surging today?

CoreWeave Surges 16% as Beat-and-Raise Quarter Eases Financing Fears; Nebius Gains 13%, Oracle Advances 5%

Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud group took notice. Can the promise hold?

Oracle Corporation (ORCL) Is Joining the $1.2 Trillion AI Spending Boom: Is the Risk Being Overlooked?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Only One Analyst Rates Oracle a Sell. What Does the Lone Bear See?

Oracle keeps beating earnings estimates and Wall Street keeps cheering, yet the stock has slid hard this year. The lone skeptic points to a number that the bulls rarely mention, and it may explain why the market refuses to follow the…

Alphabet, Amazon and Meta Haven’t Bought Back a Share in 2026. Big Tech Buybacks Fell 90%

Key TakeawaysCombined buybacks at Alphabet, Amazon, Microsoft, Meta and Oracle fell to $4. 4 billion in the third quarter, 90% below their late-2021 peak, according to a tally by The Kobeissi Letter.

The Stock Market Is “Petrified of Oracle’s Balance Sheet” as Microsoft Walks Away

Key TakeawaysMicrosoft is winding down a deal to rent AI computing power from Oracle, days after Oracle canceled an estimated $7 billion chip-leasing deal with Tencent. The Microsoft contract itself looks small, but losing it leaves…

Wall Street names 3 AI winners, but there's a catch

An Oppenheimer survey of 449 IT buyers identified Microsoft, Oracle and SAP as companies positioned to benefit from enterprise AI adoption.

Is Oracle (ORCL) Losing Ground In AI Infrastructure Demand?

Oracle (NYSE: ORCL) is losing a cloud AI rental arrangement as Microsoft winds down use of Oracle infrastructure tied to older Nvidia chips. ING plans to sell a large portfolio of data center loans that includes a major Oracle related…

Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Oracle, AMD, Bullish, Meta, Rollins & more

Here are Monday's biggest calls on Wall Street.

Oracle Stock Is on Pace for Its Worst Year Since 2001. Here's What Followed Its Only 2 Worse Years.

The year after one of them, shares climbed 84%. The year after the other, they kept sliding.

Microsoft (MSFT) Is Pulling Back From Key Neocloud Data Center Deals

Microsoft (NasdaqGS:MSFT) is winding down several neocloud data center capacity deals, including a non-renewal of its Oracle arrangement. The company is exiting relationships with operators such as Nscale and IREN, reducing outsourced…

Microsoft and Oracle's AI ambitions are suddenly a lot more expensive

The backlog at Microsoft and Oracle keeps growing. So does the bill to keep up with it.

Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports

Update: Market Chatter: Microsoft to Conclude Deal With Oracle for Renting AI Compute

(Updates with statement from Oracle in the third paragraph.) Microsoft (MSFT) is concluding a dea

If a Stock Market Crash Is Coming, Warren Buffett Says This Is the Wisest Move You Can Make

What can we learn from the Oracle of Omaha?

iShares Expanded Tech-Software (IGV) Adds Oracle, Trims Microsoft on Nov. 4

The $12.41 billion fund bought $105.8 million of Oracle while selling $10.0 million of Microsoft and $9.2 million of Palo Alto Networks.

Technology Select Sector SPDR (XLK) Adds Oracle, Trims Apple on Nov. 4

The fund bought $212.8 million of Oracle stock while selling $8.1 million of Apple and $7.7 million of Nvidia.

Oracle vs. Alphabet: Which Is the Better AI Cloud Stock to Own for the Next 5 Years?

Both companies are in the middle of an AI spending spree, but Alphabet's prominent position in cloud computing gives it the edge.

Why Oracle Stock Is Sinking Today

Oracle stock is sinking as the post-election sell-off in AI infrastructure stocks deepens, with investors worried that Democratic wins in states like Texas could slow the data center build-out.

Why is Oracle stock tumbling today?

Digital Transformation in BFSI - Global Strategic Business Report: Secure Your Share of US$220.2 Billion by 2030 as Accenture, AWS, IBM, Microsoft, and Oracle Accelerate AI-Led Disruption

Cloud, AI, APIs and automation cut costs, strengthen compliance and accelerate personalized services, while fintech partnerships unlock new revenue opportunities.Dublin, Nov. 05, 2026 (GLOBE NEWSWIRE) -- "Digital Transformation in BFSI…

Oracle Continues to Crash Lower and Lower But Two Bullish Desks Agree That Its Price WIll More Than Triple

Oracle has shed half its value in a year while racking up billions in negative free cash flow, yet two Wall Street desks just slapped $400 price targets on a stock trading at $126. Something has to give.

Oracle abandons $7 billion Tencent AI deal under Trump pressure, FT reports

Oracle cancels $7 bln chip leasing deal with Tencent, FT reports

Investing.com-- Oracle has scuttled a $7 billion chip leasing contract with Tencent amid increased pressure from the Trump administration, the Financial Times reported on Wednesday.

Microsoft and Oracle Can't Cool AI Data Centers Without This Growth Stock. Here's Why It Could Soar.

Vertiv Holdings' accelerating growth suggests that it is making the most of the aggressive spending on AI data center infrastructure.

Oracle files to sell $20 billion in new stock, bonds to finance AI buildout

Oracle filed plans on Monday to issue new shares and more debt to finance its artificial intelligence buildout.

Oracle Stock Tumbles. Its $20B Funding Plan Wasn’t the Surprise—the Speed Was.

Oracle says it would raise the full amount it earmarked for additional financing through fiscal 2030, just days after outlining those plans.

Oracle stock slides as it borrows another $10 billion for AI spending

Oracle used up its whole fundraising plan in one day, and its stock and bonds both took the hit.

Stocks making the biggest moves midday: Oracle, SpaceX, Tempus AI, Rivian & more

These are some of the stocks posting the largest moves midday.

Oracle wants $20 billion to fund its AI future — and its stock is paying the price

Oracle debt has been trading like a “junk bond” as the company borrows money and issues stock to help finance its AI cloud growth.

Oracle Stock Plunge Tops $60 Billion Amid $20 Billion Stock and Bond Sale. Why the Sell-Off Could Be an Opportunity

Oracle stock has lost over $60 billion in market value since its investor day after a $20 billion stock and bond sale. Here's why the sell-off could be an opportunity.

Oracle Stock Falls on $20 Billion Plan to Fund AI Buildout

Oracle said it would raise the full amount it earmarked for additional financing through fiscal 2030, just days after outlining those plans.

Oracle plans to raise $20 billion through bonds and stock sales

Why is Oracle stock slipping today?

Oracle Just Capped How Much New Money It Will Raise. I'd Consider Buying a Small Stake in the Stock.

The cloud giant's 2030 revenue target is a year old. Its cap on new shares and debt is brand new.

Alphabet tumbles 12% on capex: Why Oracle is bucking the tech sell-off

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AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%

Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly (NASDAQ:FSLY) stock is at $25.43, down 6%, in…

Apps Associates Wins Two 2026 Oracle Partner Awards Across North America and EMEA, Earns Five Additional Finalist Recognitions

Multicloud Breakthrough wins in North America and EMEA, alongside global and regional finalist honors, highlight Apps Associates' expertise in cloud modernization, enterprise AI, data intelligence, and Oracle Cloud. Oracle Partner…

Stock Market Today, Oct. 28: Oracle Surges on Fiscal 2030 Revenue Guidance of $225 Billion

On Oct. 28, 2026, Investor Day projections included at least $30 billion in free cash flow by fiscal 2029, easing AI spending concerns.

Here’s what just sent Oracle’s stock soaring

The company’s new financial targets paint a rosier picture of its AI economics than investors had feared.

Oracle stock pops 11% as long-term revenue forecast and clarity on financing ease debt concerns

Oracle issued a revenue forecast for fiscal year 2030 of $225 billion, and said it will limit additional fundraising over that stretch to $20 billion.

Oracle expects to turn cash flow positive in second half of fiscal 2028

Oracle shares jump as long-term outlook targets $225 billion in revenue

Where Will Oracle Stock Be in 1 Year?

Wall Street expects Oracle to make a solid comeback on the stock market over the coming year.

Microsoft Vs. Oracle: Same 2-Pronged AI Strategy, Very Different Outcomes

Microsoft and Oracle are chasing the same AI opportunity with nearly identical backlogs, yet their stocks have moved in opposite directions. The reason comes down to how each company is paying for the race.

AI debt fears ease ahead of Oracle, Alphabet and Amazon updates. Here's what to watch.

Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.

Oracle integrates ChatGPT, Codex into apps and expands cloud chip lineup

Oracle is integrating OpenAI’s ChatGPT and Codex into its applications and plans to add Google TPUs and OpenAI’s Jalapeño chip to OCI.

Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships

Oracle has announced major multi-vendor artificial intelligence expansions at its AI World conference, integrating Google Cloud TPUs, OpenAI security tech, and Cerebras systems into Oracle Cloud Infrastructure (OCI).

Intel, Oracle, IBM Join Objections to OKX-ICE Tokenized Stock Venue, Bringing Total to 26

Intel, Oracle, IBM, and IonQ became the latest companies to object to trading of their shares on the planned OKX-ICE tokenized stock venue, bringing the total to 26.

Intel, Oracle, IBM join growing list of firms objecting to OKX–ICE tokenized stock plans

The latest notice added four objections, bringing the total to 26 as the joint venture prepares to test the SEC’s new framework for blockchain-based stock trading.

Oracle, Avago among market cap stock movers on Tuesday

Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offerings

Oracle, in effort to reduce reliance on Nvidia, adds AI chips from Google, Cerebras, and SambaNova

Oracle is bringing AI chips from Google, Cerebras, SambaNova to its cloud as it diversifies beyond Nvidia.

NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure

NVIDIA Vera Rubin NVL72 and NVIDIA Vera CPUs Are Now Generally Available on OCI, With Plans to Introduce HGX Rubin NVL8 Systems to Help Organizations Accelerate Frontier Model Training, Improve Inference Efficiency and Scale Agentic…

Warren Buffett Says Buy an S&P 500 Index Fund. Here's What $500 a Month Is Worth in 20 Years at 3 Different Return Rates.

The Oracle of Omaha doesn't think most investors should pick individual stocks.

Balancing Oracle’s Backlog Against Its Balance Sheet

Oracle is sitting on a record AI backlog that analysts say could justify nearly doubling the stock price, yet the company just posted negative free cash flow and its CFO cannot say when that changes. Something has to give.

Dan Ives Calls AI Sell-Off ‘SaaS Apocalypse 2.0,’ Says Oracle Is ‘In The Toughest Spot’

Ives said the industry is in year three of an eight to 10 year “Vegas Strip 1955”-type build out during an interview with Bloomberg.