Oracle and Amazon are AI 'loser' stocks - but here's why that's primed to change

Despite increasing capacity, reaccelerating cloud growth and deal announcements with OpenAI, Amazon hasn't been able to fully ...

Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...
Yahoo Finance

Stock market today: Dow, S&P 500, Nasdaq sink as Oracle stock gets hit over AI funding worries

US stocks fell on Wednesday as investors weighed what the latest data means for the Fed's interest rate policy, with tech stocks under pressure as Oracle (ORCL) slid. AI trade worries rattled tech ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...
Indiatimes

Oracle stock plunges over 7% as OpenAI data-center timeline slips to 2028 — Why Oracle’s debt-funded AI expansion is raising red flags again and again

Oracle stock drops more than 7% after reports say several OpenAI data centers are delayed to 2028. The delay adds fresh pressure to a stock already hit by disappointing earnings earlier in the week.
Reuters

Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns ...
Seeking Alpha

Oracle: The AI Capex Blunder Explained

Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...