Oracle Corp (NYSE:ORCL, XETRA:ORC) shares may be falling on Thursday morning after soft earnings, but analysts see long-term potential in its record $523 billion AI backlog and accelerating GPU demand
The Dow Jones Industrial Average climbed 450 points, or about 1%, on Thursday, reaching a fresh record as investors rotated out of high-flying AI stocks followi

Oracle: The AI Capex Blunder Explained

12:04pm, Thursday, 11'th Dec 2025
Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y

Bill Gates Has a Warning for AI Investors

12:00pm, Thursday, 11'th Dec 2025
Bill Gates on Wednesday warned the AI industry will be "hyper-competitive," and that "a reasonable percentage" of today's pricey tech stocks will lose a lot of their value.
Major stock indexes were mixed Thursday, with the Dow Jones Industrial Average setting a new all-time high but the Nasdaq and S&P 500 falling as Oracle results dragged AI-tied shares.
ORCL slides 11% as Q2 revenues miss forecasts, cloud momentum clashes with soaring CapEx and weak software demand, leaving investors weighing next steps.
Oracle's (ORCL) stock tumbled Thursday, dragging other tech stocks down along with it, a day after the cloud computing giant posted sales that missed analysts' estimates.
Ellison, Oracle's chairman who stepped down as CEO in 2014, is the third-richest person in the world after $35.8 billion was cut from his net worth, estimated at $245.2 billion, after earlier falling
4:15pm: Dow, S&P at records Wall Street kept its momentum going on Thursday, with the Dow and S&P 500 powering to fresh record closes even as the Nasdaq...
Oracle (ORCL) is experiencing significant pressure after its Q2 report, with shares dropping 14%. Despite achieving its highest revenue growth in 10 quarters an
Shares of Oracle plunged 14% Thursday morning and sent a shiver through the entire AI trade as investors questioned the sustainability of Big Tech's spending.
Tyler Radke, Citi Research U.S. software equity research co-head, joins 'Squawk on the Street' to discuss Oracle's results, why investors are cautious about the company's spend on its AI buildout, and
Live Updates Dow Jones Now at Record Highs 1 hour ago Live Markets are attempting to shrug off Oracle's news. At the moment, the Dow is up about 441 points. The S&P 500 is down by about 10 points, as
As the Oracle (ORCL) sell-off beats down the SPX and NDX, Kevin Green considers the price action "healthy" as assets move elsewhere in the stock market. However, the SPX continuing to trade in a range

Disney's Next Big Billion Dollar Bet Is On AI

10:08am, Thursday, 11'th Dec 2025
Disney partners with OpenAI to use AI for storytelling. Disney invests $1B in OpenAI and gets access to more than 200 characters for AI-generated videos.
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