US EditionVolatile Oracle shares a proxy for Wall Street's AI jitters
Oracle commits $50 billion for AI data centers to meet growing demand despite rising debt and negative free cash flow, with cloud infrastructure revenue up 68%, Morningstar said.
- On Dec 18, 2025, Oracle reported fiscal 2026 second quarter results and management raised its fiscal 2026 spending plan, boosting full-year capital-expenditure guidance.
- Racing to meet AI demand, Oracle accelerated capacity expansion to fulfill long-term commitments from major customers including Meta Platforms and Nvidia.
- Total cloud revenue grew to $8.0 billion, up 34%, driven by cloud infrastructure growth, while fiscal Q2 operating cash flow was $2.1 billion amid about $12 billion in capital expenditures.
- Investors and markets reacted to Oracle's $15 billion increase in AI data-center spending, with shares falling over five percent Wednesday before recovering to $180.03 Thursday, while Morningstar warned of high leverage.
- With a $523 billion backlog, Oracle disputed a report about the Michigan $10 billion data-center project being 'in limbo' after a partner pulled back, calling the claim 'incorrect.
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31 Articles
Down More About 45% From Recent Highs, Is Now the Time to Buy Oracle Stock?
Key PointsOracle's cloud infrastructure revenue is surging, fueled by soaring demand for AI computing.Massive data-center spending is weighing on free cash flow and adding leverage to the balance sheet.The stock's valuation may not be cheap enough yet to fully price in the risks.10 stocks we like better than Oracle › If there were any concerns about Oracle's (NYSE: ORCL) growth slowing, the company put those concerns to rest last week. The tech …
The action of the US data centre giant has fallen by about 45% since its summit in September.
Oracle Stock Drops 5% After Blue Owl Pulls $10B AI Data Center Funding
Oracle’s AI Ambitions Hit a Wall: The Blue Owl Fallout and Market Ripples Oracle Corp.’s stock took a sharp tumble on Wednesday, shedding more than 5% in a single session, as reports emerged that private credit giant Blue Owl Capital had backed out of funding a massive $10 billion data center project in Michigan. This development, tied closely to the company’s aggressive push into artificial intelligence infrastructure, sent shockwaves through t…
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