Oracle slumps after Q4; analysts mull gross margin pressure, capital raise plans

Oracle's (ORCL) stock fell after Q4 earnings as analysts highlighted gross margin pressure and capital raise plans.

Oracle Reports Higher Profit on Surging Cloud Revenue

The software and cloud-computing company reported cloud revenue rose 47%, including a 92% increase in cloud infrastructure ...

ETFs caught between Oracle's weakness and Intel's strength

Technology-focused exchange traded funds were pulled in opposite directions on Thursday as sharp moves in Oracle (ORCL) and ...
The Motley Fool

Oracle Stock Is Selling Off on Its Massive AI Spending Plans. Here's Who Gets Paid When Oracle Spends.

Instead, investors seem focused on the bill. Oracle's capital expenditures hit $55.7 billion in fiscal 2026 -- above the $50 billion management forecast in March -- and free cash flow came in at ...

Oracle's stock is seeing its worst run in a quarter-century as this key AI debate rages on

While Oracle's backlog continues to ramp, the "key debate" is whether those contracts can be converted to revenue, Jefferies analyst Brent Thill wrote in a Wednesday note, highlighting that Oracle's ...

Investors Don’t Like Oracle’s AI Spending Plans—And the Stock Is in the Red for the Year

Oracle shares plunged after the tech giant said it expects to raise billions of dollars this fiscal year to fund its AI buildout. The news overshadowed record quarterly results and a record backlog.