Wall Street is losing faith in Oracle’s capacity to crank out new server farms for OpenAI, even after the AI giant agreed to ...

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 ...

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...

These days, Oracle and other AI companies are facing skepticism due to heavy capital expenditures and the circular nature of some of their arrangements.

Oracle expects its revenue to explode from $67 billion in fiscal 2026 to $225 billion in fiscal 2030 as the company rapidly ...