Oracle: The Spending Boom Continues

Oracle delivered strong Q4 results, driven by 46% cloud revenue growth, but shares fell sharply due to surging capital spending. Read why ORCL stock is a hold.
Yahoo Finance

Oracle (ORCL) Plans to Cut Thousands of Jobs as Data Center Expenses Climb, Bloomberg News Reports

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Oracle stock is tanking after Q2 report – analyst points out timing mismatch between AI buildout expenses, revenue conversion

Oracle Corp. (ORCL) shares fell nearly 11% pre-market on Thursday after the company’s second-quarter (Q2) results fell short of Wall Street expectations. Analysts at Bank of America Securities and ...
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Buildout of some Oracle data centers for OpenAI reportedly pushed to 2028 amid worries over expense-revenue timing mismatch

The timeline for some of the data centers that Oracle Corp. (ORCL) is building for its Project Stargate partner, OpenAI, has reportedly been pushed back to 2028 from 2027. According to a Bloomberg ...