The market sold off Oracle Corporation's $70 billion CapEx guide for FY27 (plus $20B-$25B of prepayments), but my real concern is whether Oracle can turn that spend into revenue on time. I can live wi
Alphabet's cybersecurity unit Mandiant and Google Threat Intelligence Group said Thursday they had identified an ​active compromise and extortion campaign targeting Oracle's PeopleSoft ‌enterprise
Oracle warned its corporate customers that there is a critical-rated vulnerability in its PeopleSoft software, which is used by large companies to manage payroll and human resources, a day after a cyb
Oracle Corp. (ORCL) reported record fiscal fourth-quarter results on Wednesday, with cloud revenue jumping 47% to $9.9 billion, according to the company's earnings release. The results highlight one o
Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.
Oracle Corporation is re-rated as a Strong Buy after a 30% price correction, with a $330 price target for 12 months. ORCL's Q4 showed 21% revenue growth and 47% cloud revenue growth, but heavy AI cape
U.S. Office of Personnel Management Selects Oracle to Power Federal Workforce Modernization PR Newswire AUSTIN,
AI-powered HR platform will help OPM reduce costs and improve efficiency, security, and service delivery for more than two million federal employees AUSTIN, Texas, June 11, 2026 /PRNewswire/ -- The U
Luke Yang and Alexis Browne Roberts discuss why Oracle (ORCL) shares are moving lower after posting an earnings beat. Luke believes part of the issue was the software performance coming in lower than
Oracle Corporation reported increased revenue of 21% year-over-year (YOY) for its fiscal fourth quarter, but it wasn't enough to please stockholders.
Wall Street snapped a three-day losing streak on Thursday, but the rally lost steam by midday. Hot inflation data and Middle East tensions are keeping investors cautious ahead of SpaceX's historic IPO

Oracle's spending plans overshadow record backlog

12:12pm, Thursday, 11'th Jun 2026
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 12% on Thursday after quarterly results drew investor scrutiny over the company's aggressive capital spending plans, even as a record backlog and
While Oracle's cloud-infrastructure business is growing rapidly, a massive $95 billion spending plan and a physical bottleneck in data-center deliveries are giving investors pause.
Earlier this month, Oracle's shares were at 2026 highs. But they've dropped more recently as tech shares have retreated—and the company's latest results aren't helping.
Oracle Corp. (NYSE:ORCL) posted better-than-expected results for the fourth quarter, after the closing bell on Wednesday.
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