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Oracle

21 stories · 4 sources · updated every week

Oracle enters the Sept. 10 earnings setup with a $638 billion backlog, a $5.8 billion quarterly cloud business growing 93%, and a 5% Morgan Stanley-driven rally. Investors now watch the Q1 FY2027 print, the $175 options strike, OpenAI-related spending, and whether $55.7 billion of capex keeps FY2026 free cash flow at negative $23.7 billion.

Oracle

Timeline

OpenAI investors have approached the company about a new funding round - CNBC

AI Stocks Drop on Amodei's Slowdown Call

AI Stocks Drop While Wall Street Holds Steady

Stocks Fall on AI Fears, 5% Yield, Oil Pressure

Stocks Drop as 10-Year Yield Hits 5%, AI Names Slide

Cramer Slams Amodei's 'Pace the Frontier' as Self-Serving

Larry Ellison cancels $7.5 billion sale of Oracle stock - TechCrunch

Larry Ellison nixes plan to offload up to $7.5 billion worth of Oracle stock

Ellison Scraps Plan to Sell $7.5bn Oracle Stock

Oracle Nearly Erases 7% Jump Despite $664 Billion AI Backlog - Yahoo Finance

Cramer: Oil drop lifts stocks, Fed is next test

Dow Jumps 500 Points to Snap 4-Day Slide

Oracle to spend $700 million more on restructuring costs as it ramps up AI spending - Reuters

Oracle stock trims gains as AI cloud demand outpaces supply - Yahoo Finance

Oracle Cloud Revenue More Than Doubles on AI Demand

Stock Futures Bounce Pre-CPI as Rate-Hike Odds Hit 72%

Oracle Cloud Sales Jump 121% as AI Build-Out Beats Estimates

Dow Jumps 500 Points to End 4-Day Slide on Cooling Oil

Oracle Jumps On Earnings Beat As S&P Breaks Support

Oracle Stock Rises on AI Cloud Backlog Beat

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