SAP stock tumbles 3%: why Oracle's AI capex surge is hitting software shares

Oracle shares dropped about 9% after its earnings call, while SAP slid more than 3% in early US trading. The trigger was ...

Oracle sees higher capex, 'step down' in gross margin in fiscal '27; shares tumble

Oracle (ORCL) forecasted higher capex for fiscal year 2027 and expects to raise about $40B in debt and equity in fiscal 2027.

Oracle AI windfall comes with sticker shock, stock tanks on high FY27 capex

Shares of Oracle Corp ORCL tanked on Thursday even after the software company reported upbeat fiscal third-quarter results.
MSN on MSN

Oracle Q4 earnings call flags AI build-out & CapEx push

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single ...
Insider Monkey

Dan Niles Says Oracle (ORCL)’s AI Capex to Decline

We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...
Seeking Alpha

Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness. ORCL’s multicloud RPO-to-revenue conversion, up 817%, could ...
International Financing Review

Oracle takes bottom-up approach to funding 2026 capex

Amid an unprecedented AI-focused borrowing binge, Oracle became the first of the hyperscalers to blink on the public equity side, raising US$5bn from the sale of a mandatory convertible preferred, ...