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AI, Oracle and stock rally

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Top News
Overview
 · 15h · on MSN
Oracle’s stock slides after earnings, as the steep price of AI spooks investors
Oracle blew past earnings expectations and grew its contract pipeline to $638 billion, but Wall Street is concerned about its rising AI costs.

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 · 12h
Oracle’s AI investments spook investors despite another impressive earnings and revenue beat
 · 1d · on MSN
Oracle earnings pose next test for suddenly shaky AI stock rally
 · 11h
Oracle's AI spending blows past estimates, raising worries over growing debt
Oracle (ORCL.N), opens new tab reported fourth-quarter ​revenue above Wall ‌Street expectations on Wednesday, ​driven by ​strong demand for ⁠its cloud ​infrastructure services ​as businesses prioritiz...

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 · 14h
Oracle Q4 2026 Earnings Call: Live Updates on $ORCL results, forecast
 · 1d
Oracle to report Q4 earnings amid AI trade jitters
DatacenterDynamics
10m

Oracle Cloud Infrastructure revenue up 93% as firm's capex keeps climbing

Oracle Cloud Infrastructure revenue increased 93 percent in the last quarter on the back of growing demand for its AI workloads and database services. In its Q4 FY2026, Oracle has posted revenues of $19.2bn, an increase of 21 percent Year-on-Year (YoY), and up from $17.2bn in the previous quarter.
MarketBeat on MSN
13h

Oracle Q4 earnings call highlights

Key Points Interested in Oracle Corporation? Here are five stocks we like better. Oracle posted a record fiscal Q4 with revenue of $19.2 billion, up 21%, while full-year revenue topped $67 billion for the first time.
7d

Why Oracle Stock Zoomed 39.9% Higher in May

Shares of Oracle ( ORCL 5.64%) shot up 39.9% in May, according to data from S&P Global Market Intelligence. After rising to over $300 a share last summer, Oracle's stock tumbled in the ensuing quarters, falling below $150 in April amid continued concerns about its partner, OpenAI, and its market-share struggles.
DatacenterDynamics
9d

Oracle Database@AWS now offered in 20 global regions

Oracle and Amazon Web Services (AWS) have added eight new locations for their multicloud offering, Oracle Database@AWS. The new locations include the EU-Central-2 (Zurich), EU-South-1 (Milan), EU-South-2 (Spain), EU-West-3 (Paris), AP-Northeast-3 (Osaka), AP-Southeast-1 (Singapore), AP-Southeast-4 (Melbourne), and SA-East-1 (Sao Paulo) AWS regions.
Forbes
4mon

How Oracle AI Database 26ai Addresses The Enterprise AI Data Paradox

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Every enterprise IT executive faces the same AI paradox: their most valuable data sits locked in production databases, while the latest AI tools ...
1don MSN

Bank of America aggressively upgrades Oracle stock price target

Here's what could happen to ORCL shares next.
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