Time In the Market on MSN

Oracle’s $523 billion question mark: Why the stock is tanking despite a massive AI backlog

Oracle stock drops despite a record $523 billion AI backlog. Discover why investors worry about debt and rising CapEx.

Oracle will shop around for AI chips after adopting a policy of 'chip neutrality'… but of course it'll still buy the latest Nvidia GPUs

Though there are other options: Google has its Tensor Processing Units and OpenAI is in partnership with Broadcom to design ...

Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact

Oracle's growth is set for mid-2027, fueled by a $300B OpenAI deal and strong OCI/AI demand. Click here to read my latest ...

Oracle Posts Weak Cloud Sales, Raising Fear of Delayed Payoff

Oracle Corp. posted disappointing cloud revenue, suggesting it will take longer than expected for the company’s recent huge AI bookings to pay off.

Oracle's Backlog Soars To $523 Billion — Company Adds $15 Billion To 2026 CapEx To Keep Up

Oracle targets a $15B CapEx jump to meet a record $523B AI backlog. Analysts call the stock "tricky short term" despite ...

Oracle Shares Plunge Over 10% as AI Spending Surge Outpaces Revenue Growth

Oracle reported a $2.7 billion pre-tax gain from selling its stake in chipmaker Ampere Computing to SoftBank Group Corp., at ...
The Edge Singapore

Oracle drops on disappointing cloud sales, more AI spending

Investors want to see Oracle turn its higher spending on infrastructure into revenue as quickly as it has promised. Capital ...

Oracle raises AI spending estimate, spooks investors

Oracle said its backlog increased by $68 billion in the quarter ended Nov. 30, driven by commitments from Meta and Nvidia, ...

Shares of Oracle slide 10% on revenue miss and rising capital expenditures

The earnings call comes on the back of a 23% drop in Oracle’s share price last month, its worst monthly performance since ...
Cryptopolitan

Oracle cloud revenue uptick disappoints, investors question AI‑infrastructure gamble

Oracle reported a cloud revenue result that landed below expectations, leaving investors uneasy about how long its massive AI booking wave will take to turn ...