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Oracle is poised for a breakout, with FQ4 results expected to confirm accelerating AI-driven growth and a de-risked capital position. ORCL's AI cloud business is inflecting, with Cloud Services targeting 46–50% YoY growth and RPOs reaching $553 billion, supporting aggressive multi-year revenue targets. Significant cost reductions, including up to 18% workforce cuts, are projected to boost EPS and free capital for data center expansion.

The hot May jobs report may or may not have been caused by an earlier-than-normal Memorial Day holiday, but it has nevertheless put inflation and Fed outlook at the center of market discourse. Rising Treasury yields indicate the direction in which consensus expectations are evolving.

Ten years ago, Oracle (NYSE: ORCL | ORCL Price Prediction) was the database company everyone respected but few investors loved.

Broadcom sparked worries about the durability of AI growth rates earlier this week. Today, one of the biggest AI companies -- Oracle -- is taking it on the chin.

Oracle Corp (NYSE:ORCL) stock slid on Friday as investors grew more cautious about the company's debt-funded AI infrastructure spending.

Oracle (ORCL) stock falls on debt-funded AI spending concerns, pre-earnings profit-taking and tech selloff. BNP Paribas analyst bullish with $283 target.

This article was written and reviewed by Doug Nathman and his team at Trefis. For questions, email help@trefis.com

Beyond analysts' top-and-bottom-line estimates for Oracle (ORCL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended May 2026.

On CNBC's "Halftime Report Final Trades," Bryn Talkington, managing partner at Requisite Capital Management, named AbbVie (NYSE:ABBV) as her final trade with a price target of $232.

Some potentially volatile earning reports land next week, led by Oracle ORCL+2.61%, which had a 35% move after earnings three quarters ago. Additionally, Chewy CHWY-1.05% and RH RH+0.52% have also been big movers after reporting earnings.

AVGO rattles Wall Street

NEW YORK, June 4, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Oracle Corporation (NYSE: ORCL) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Oracle caused the company to misrepresent or fail to disclose that: (1) the Company's AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue; (2) the Company's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, representations about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis.

Investors are eager for clues that the blockbuster AI spending that has powered markets higher in recent months is slowing. They may not like everything they see.

Oracle Corp (NYSE:ORCL) is set to report fiscal fourth-quarter earnings after the close on Wednesday, June 10.

Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. The Last Time the S&P 500 Ran Up this Fast was Before the 1987 Crash 14... Stock Market Live June 4, 2026: S&P 500 (SPY) Fall as Broadcom Sinks
The company's relationship with OpenAI looked rosier at the end of the month.

Dive into a side-by-side look at financials, growth, and risk as these cloud infrastructure leaders compete for a spot in your 2026 portfolio.

The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.

President Donald Trump‘s new AI executive order may have avoided the heavy-handed regulation that some in Silicon Valley feared, but it has opened a new question for investors: who will gain a seat at the table as Washington builds its framework for overseeing frontier AI systems?

At $244.58, Oracle (NYSE: ORCL) is drawing fresh investor scrutiny. The database giant just printed a quarter that reframes its entire investment narrative, turning a sleepy enterprise software story into one of the most aggressive AI infrastructure plays in mega-cap tech. Oracle sells database software, enterprise applications like NetSuite and Fusion ERP, and increasingly the cloud... Buy, Hold, or Sell: Is Oracle Stock a Buy at $245?

Oracle (ORCL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Software stocks are staging a strong comeback after a bruising selloff earlier this year, as investors increasingly bet that artificial intelligence will become a growth catalyst for the industry rather than a disruptive threat. The turnaround has been swift.

Oracle probably needs $80 billion in cash before it can "self-fund" again.

Oracle (ORCL) concluded the recent trading session at $244.58, signifying a -1.44% move from its prior day's close.

Oracle co-founder Larry Ellison vaulted back to second place on the world's wealth rankings, overtaking Google's Larry Page as a rally in Oracle shares, which are up 28% in the last five days, boosted his fortune.

Larry Ellison's place among the world's richest people now rises and falls on the stock market's wager that the AI boom requires Oracle's machines.

Oracle: Profit From Others' Speculation, Stick To Intrinsic Value (Downgrade)

NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Oracle Corporation (NYSE: ORCL) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Oracle caused the company to misrepresent or fail to disclose that: (1) the Company's AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue; (2) the Company's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, representations about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis.

Oracle shares fell on Tuesday as investors weighed the growing costs of artificial intelligence infrastructure, even as analysts remained broadly positive on the company's long-term prospects ahead of its upcoming earnings report. ORCL stock declined 3.1%, reversing part of Monday's 9.9% rally that had pushed shares to their highest level since November.

Both benefit from AI, but their valuations tell different stories.

Arm Holdings has named ByteDance and Oracle as customers for its artificial intelligence data centre chips, marking a notable disclosure for the UK-based chip designer as it seeks a larger role in the infrastructure powering AI workloads. Chief Executive Officer Rene Haas identified the two companies during an appearance at Computex in Taipei on June 2.

Chinese tech company ByteDance and U.S. data centre firm Oracle are among the customers of Arm's AI data centre chips, the head of the chip designing firm said on Tuesday.

New York, New York--(Newsfile Corp. - June 1, 2026) - Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Oracle Corporation (NYSE: ORCL) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Oracle caused the company to misrepresent or fail to disclose that: (1) the Company's AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue; (2) the Company's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, representations about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis.

On June 01, 2026, Oracle Corp (ORCL) shares rose 9.9% to a current price of $248.15. This sharp increase in price comes amidst a strong performance over the pas

Earnings Results to be released on June 10, 2026, After the Close of the Market AUSTIN, Texas, June 1, 2026 /PRNewswire/ -- Oracle Corporation today announced that its fourth quarter fiscal year 2026 results will be released on Wednesday, June 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m.

Oracle shares hit a 2026 intraday high Monday, extending a furious late-May rally that has recast the database pioneer as a marquee AI-infrastructure player and boosted the fortune of cofounder Larry Ellison, who holds roughly 40% of the company.

Oracle (ORCL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ORCL crossed above the 200-day moving average, suggesting a long-term bullish trend.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Donald Trump's latest financial disclosures and public endorsements have put several stocks in focus, with investors tracking companies tied to his trades, policy priorities, and public remarks.

Oracle Corporation (NYSE:ORCL) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.On May 29 at 10:43 AM EST, ORCL triggered a Power Inflow signal at a price of $215.49. ORCL's price experienced some pullback after an initial price rise during the opening hour of trading, declining slightly prior to the Power Inflow alert.

Oracle Corp (NYSE:ORCL) shares are jumping on Friday. Buyers are piling into large‑cap Technology while the broader market grinds higher.

Democratic senator Ed Markey on Friday asked a TikTok U.S. joint venture and Oracle to answer questions about the security of the data from Americans using the short video platform and efforts to prevent foreign manipulation of its content recommendation algorithm.

Tech stocks look bullish again on Friday, as interest rates in the US have started to drift lower again.

Oracle may be the more balanced AI bet for investors focused on valuation and long-term upside.

Industry Description

At $192.08, Oracle (NYSE:ORCL | ORCL Price Prediction) screens favorably on backlog and valuation, with shares down sharply from last fall's peak but sitting on an AI cloud backlog few peers can match.

Shares in Oracle have gained about 16% since my last update, while its forward earnings multiple has increased to 25x from 19x previously. The gains follow renewed overall market bullishness, as well as Oracle's own operating performance, which is coming in better than expected. The company is expected to release its Q4 in early June.

Earnings from Snowflake appear to have flipped the script for the market. Software stocks jump as chip makers struggle.

Analysts are bullish on Bloom, but the recent price surge has made the stock much more expensive.

Data center demand is soaring, and that's great news for Oracle stock investors.

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

The latest trading day saw Oracle (ORCL) settling at $190.96, representing a -1.09% change from its previous close.

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Oracle (ORCL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Bilingual broadcast and digital advertising spotlight community investments, cleaner energy plan, and lower water usage at Project Jupiter data center campus AUSTIN, Texas, May 26, 2026 /PRNewswire/ -- Residents across New Mexico will soon experience a new advertising campaign funded by Oracle to promote the economic, community and environmental benefits of the Project Jupiter data center campus in Doña Ana County. The advertising will run across television, radio, online, and social platforms in English and Spanish over several months, highlighting Project Jupiter's cleaner fuel cell power solution, investments to improve Doña Ana County's water system, its own conservative water usage on campus, and long-term economic benefits.

Everyone wants to talk about ServiceNow (NYSE: NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here's what you should actually be watching. ServiceNow's story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

These cloud giants continue to report strong results.

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

ORCL's NetSuite gains traction in mid-market cloud ERP, with $1.1B revenues, up 14%, as AI features and the cloud shift drive momentum into 2026.

BNP Paribas analyst Stefan Slowinski said recent SpaceX disclosures around AI infrastructure spending reinforce bullish expectations for Microsoft Corp. (NASDAQ:MSFT) and Oracle Corp. (NYSE:ORCL) as demand for high-end AI computing capacity remains tight.
