Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more about ORCL stock here.

Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion. This morning, investors are answering decisively.

Major stock indexes ended mixed Thursday, with the Dow Jones Industrial Average and S&P 500 closing at record highs but the Nasdaq pulling back as Oracle results dragged AI-tied shares.

Oracle's ORCL second-quarter fiscal 2026 results presented a mixed picture for investors, with shares declining 11% pre-market despite robust cloud infrastructure growth and record-breaking contracted backlog.

Oracle Corp. shares fell the most in more than 24 years after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate

Oracle shares fell more than 6% in after-hours trading on Wednesday after the database and cloud firm said it burned roughly $10 billion in the November quarter as it ramps up spending on data centers for artificial intelligence customers such as OpenAI.

Oracle shares slide 11% as AI data center capex surges to $12 billion, pushing FY26 spending to $50 billion amid slower cloud revenue and rising credit risk.

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an

Oracle shares dropped 11% in premarket trading on Thursday, extending the previous session’s losses after the company reported quarterly results that underscored both the promise and the pressure of its accelerating cloud ambitions.