Oracle beat on profits but slightly missed on revenue in its first-quarter earnings release. Having surged earlier this year on AI enthusiasm, a pullback was perhaps overdue. Oracle has interesting AI ...

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. While most ...

Thu, December 11, 2025 at 2:56 PM UTC Yesterday we highlighted Oracle's massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable ...

Oracle shares plummeted 12% on Tuesday, their biggest drop in more than two decades. The software company reported disappointing revenue late Monday and issued weaker-than-expected guidance. CEO Safra ...

Oracle's latest results clearly suggest that its investments in AI infrastructure are paying off.