$152.65
-4.99 (-3.17%)
At Close: Jun 25, 2026
Oracle Plunges 12% Despite Earnings Beat as $50 Billion Spending Plan Stuns Investors
08:56am, Thursday, 11'th Dec 2025
Yesterday we highlighted Oracle's massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion.
AVGO "Very Well Positioned" for Earnings, GOOGL & ORCL Offer Tailwinds
08:53am, Thursday, 11'th Dec 2025
Joseph Shaposhnik sees Broadcom (AVGO) as "very well positioned" to meet or exceed earnings. The question will come down to guidance.
Wall Street Breakfast Podcast: Oracle's AI Warning Shot
08:27am, Thursday, 11'th Dec 2025
Oracle (ORCL) shares dropped over 10% after mixed Q2 results, with revenue slightly missing expectations despite strong cloud and AI deal momentum. Remaining performance obligations surged 438% to $52
Kunst: Oracle is a cockroach company that will still be here in ten or twenty years
08:22am, Thursday, 11'th Dec 2025
Sarah Kunst, Managing Director at Cleo Capital, says doubts over OpenAI demand, flexible cloud contracts, and high expectations are weighing on Oracle. She sees long-term durability but not a dip wort
Oracle's AI spending surge sparks bubble concerns
08:19am, Thursday, 11'th Dec 2025
Oracle revived concerns over tech valuations after posting weaker-than-expected revenue for the second quarter and revealing a surge in data center spending. Steve and Julianna discuss.
The Fed's hawkish cut, Oracle earnings, Coca-Cola's next CEO and more in Morning Squawk
08:06am, Thursday, 11'th Dec 2025
The Federal Reserve cut interest rates by 25 basis points but struck a hawkish tone. Shares of Oracle dropped after the company missed Wall Street's revenue expectations.
Oxford Industries, Ur-Energy, Oracle And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
08:04am, Thursday, 11'th Dec 2025
U.S. stock futures were lower this morning, with the Nasdaq 100 futures falling around 150 points on Thursday.
Xcel Energy to Provide Personalized Energy Services to Customers Using Oracle Platform
08:00am, Thursday, 11'th Dec 2025
Energy provider taps the AI-powered Oracle Opower Platform to provide personalized energy usage insights to millions of customers and give them tips on how to save AUSTIN, Texas , Dec. 11, 2025 /PRNew
Customer concentration and capex have shifted Oracle's sentiment, says Keybanc's Jackson Ader
07:57am, Thursday, 11'th Dec 2025
Jackson Ader, Keybanc Capital Markets analyst, joins 'Squawk Box' to discuss Ader's thoughts on Oracle, the company's backlog and much more.
Dow roars ahead, Nasdaq still underwater as AI stocks retreat after Oracle earnings
07:53am, Thursday, 11'th Dec 2025
12:50pm: Dow at new record high Here’s a look at where the major indexes are sitting as the afternoon trading session gets underway: The Dow has roared...
First Look: Fed Cut, Oracle Miss, AI/Media M&A
07:38am, Thursday, 11'th Dec 2025
Stock News Fed delivers third 2025 cut: The Federal Reserve lowered the funds rate by 25 bps to 3.50%-3.75% in a split vote, signaled just one cut in 2026, and
S&P and Nasdaq to retreat as Oracle earnings add to AI worries
07:37am, Thursday, 11'th Dec 2025
US stock benchmark futures were in the red on Thursday ahead of the open as investors mulled the previous day's Federal Reserve announcements and Oracle's overnight earnings. S&P 500 futures were do
Nvidia Stock Falls. 2 Reasons Oracle's Earnings Were Bad for the Chip Maker.
07:32am, Thursday, 11'th Dec 2025
Nvidia and other stocks exposed to the AI trend were being hit as Oracle slumped following earnings.
Oracle and the Fed Were Expected to Provide Wall Street With Answers. Only One Delivered.
07:22am, Thursday, 11'th Dec 2025
Investors got only half of what they wanted from two key updates—and now stocks are falling.
Oracle: Irrational Post-Earnings Sell-Off As AI Growth Pipeline Remains Intact
07:21am, Thursday, 11'th Dec 2025
The core of my bull thesis is that Oracle's real growth inflection is back-end loaded to mid-2027, driven by the $300B, five-year OpenAI contract and strong OCI/AI infrastructure momentum. Despite the
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