Oracle stock fell as much as 15% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations ...
Oracle's cloud growth faces margin pressure as expenses surpass revenue. Click to learn how rising costs impact ORCL's ...
This correction signals a major change in market perception. The focus has shifted from praising Oracle’s ambition to ...
Oracle stock tumbled after its second-quarter report. Heavy spending on AI infrastructure has been slow to boost revenue, and ...
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Oracle stock is tanking after Q2 report – analyst points out timing mismatch between AI buildout expenses, revenue conversion
Oracle Corp. (ORCL) shares fell nearly 11% pre-market on Thursday after the company’s second-quarter (Q2) results fell short ...
As Oracle pours billions into AI data centers, enterprises may face rising costs — but Oracle too is in a tight spot, which ...
Stocktwits on MSN
Buildout of some Oracle data centers for OpenAI reportedly pushed to 2028 amid worries over expense-revenue timing mismatch
The timeline for some of the data centers that Oracle Corp. (ORCL) is building for its Project Stargate partner, OpenAI, has ...
Market analysts are concerned about the AI bubble bursting, but Oracle’s latest earnings call shows it is still expanding ...
Alphabet, Amazon, Meta and Microsoft—and, more recently, Oracle have poured money into data centres crammed full of pricey AI ...
The hit to Oracle and Broadcom weighed on other tech shares during the day, as investors worried about AI spending and the ...
Despite a clear drive for AI innovation, investors clearly weren't happy with Oracle's higher-than-anticipated AI spend, with ...
ET BrandEquity on MSN
Oracle-Broadcom one-two punch hits AI trade
Recent financial reports from Oracle and Broadcom have raised alarms about valuations in the AI sector, leading to a stock ...
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