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AI, Oracle and stock rally

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Overview
 · 8h · 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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 · 5h
Oracle’s AI investments spook investors despite another impressive earnings and revenue beat
 · 17h · on MSN
Oracle earnings pose next test for suddenly shaky AI stock rally
 · 5h
Oracle's AI spending blows past estimates, raising worries over growing debt
Oracle (ORCL.N), opens new tab reported fourth-quarter ​revenue above Wall ‌Street expectations on Wednesday, ​driven by ​strong demand for ⁠its cloud ​infrastructure services ​as businesses prioritiz...

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 · 7h
Oracle Q4 2026 Earnings Call: Live Updates on $ORCL results, forecast
 · 1d
Oracle to report Q4 earnings amid AI trade jitters
MarketBeat on MSN
7h

Oracle Q4 earnings call highlights

Key Points Interested in Oracle Corporation? Here are five stocks we like better. Oracle posted a record fiscal Q4 with revenue of $19.2 billion, up 21%, while full-year revenue topped $67 billion for the first time.
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.
7d

Why Oracle Stock Zoomed 39.9% Higher in May

Shares of Oracle ( ORCL 5.64%) shot up 39.9% in May, according to data from S&P Global Market Intelligence. After rising to over $300 a share last summer, Oracle's stock tumbled in the ensuing quarters, falling below $150 in April amid continued concerns about its partner, OpenAI, and its market-share struggles.
1don MSN

Bank of America aggressively upgrades Oracle stock price target

Here's what could happen to ORCL shares next.
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 ...
Kalkine Media
15h

Oracle AI Cloud Results Put Infrastructure Demand In Focus

Oracle’s cloud demand is under close watch. AI infrastructure spending is moving beyond chips. Enterprise cloud revenue remains the key test. Enterprise AI infrastructure spending is moving from hardware headlines into cloud services,
1d

Will Oracle's AI Infrastructure Momentum Drive Results in Q4?

ORCL's AI deals, cloud growth targets and $553B backlog set up fiscal Q4, but heavy capex, debt and restructuring costs may pressure margins.
Forbes
3y

New Oracle Database Platforms And Services Deliver Outstanding Cloud Benefits

Let’s talk about Oracle’s successful and expanding investment in cloud infrastructure. The company just celebrated its 45th anniversary, beat Wall Street’s estimated revenue in its fiscal fourth quarter, and showed its highest organic revenue growth ...
StockStory.org on MSN
2d

Oracle (ORCL) Q2 earnings report preview: What to look for

Enterprise software giant Oracle (NYSE:ORCL) will be announcing earnings results this Wednesday after market hours. Here’s what to expect. Oracle beat analysts’ revenue expectations last quarter, reporting revenues of $17.
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