Yesterday we highlighted Oracle's massive $455 billion cloud backlog and the question of whether infrastructure spending would finally convert to sustainable margin expansion.
Joseph Shaposhnik sees Broadcom (AVGO) as "very well positioned" to meet or exceed earnings. The question will come down to guidance.
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
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 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.
U.S. stock futures were lower this morning, with the Nasdaq 100 futures falling around 150 points on Thursday.
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
Jackson Ader, Keybanc Capital Markets analyst, joins 'Squawk Box' to discuss Ader's thoughts on Oracle, the company's backlog and much more.
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
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 and other stocks exposed to the AI trend were being hit as Oracle slumped following earnings.
Investors got only half of what they wanted from two key updates—and now stocks are falling.
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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