UBS Global Technology and AI Conference 2025 December 3, 2025 10:15 AM ESTCompany ParticipantsChirantan Desai - President, CEO ...
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.
Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...
The software giant’s latest results is adding fuel to concerns over its ability to capitalize on the AI industry’s ravenous ...
A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data ...
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. In the third quarter, the ...
Oracle’s Q2 results reveal rising debt, heavy AI capex, and weakening fundamentals—signaling a potential cash crunch for the ...
Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled ...
Oracle (ORCL) shares have decreased by 29.3% over the past 21 trading days. This recent decline signals renewed worries regarding stagnant cloud profit margins and the risks associated with AI ...
Oracle reported second-quarter revenue of $16.06 billion, missing analyst estimates of $16.21 billion. The software giant ...
S&P 500 earnings are still expected to grow 14% in 2026. Q4 ’25 earnings won’t start until Jan 10, ’26, but once Q4 earnings ...