Oracle has said it might consider letting customers bring their own hardware to Oracle data centers. During last week's ...

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 shares slide 11% as AI data center capex surges to $12 billion, pushing FY26 spending to $50 billion amid slower cloud ...

Rising outlays are taking longer to translate into cloud revenue than investors want. Read more at straitstimes.com. Read more at straitstimes.com.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...

Oracle’s stock had already lost about a third of its value through Wednesday’s close since a record high on Sept. 10.

Oracle Corporation's raised capex sparks valuation, ROI, and AI funding concerns. Click for what this means for ORCL margins, ...

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and ...

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

Oracle’s ORCL second-quarter results missed our expectations on multiple fronts. Cloud Applications’ 11% growth saw some ...

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