Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...

Oracle's $130 billion debt and negative free cash flow triggered a 19% five-session drop that directly accelerated IGV's ...

Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF ...

Oracle ORCL reported in-line fourth-quarter results, with total revenue up 21% to $19 billion and cloud revenue up 47% to nearly $10 billion. The company delivered more than 1.2 gigawatts of data ...

Oracle shares are in decline Thursday premarket after the software and cloud-computing company reported a more than twofold increase in capital expenditures. Capex for the fiscal year that closed at ...

June 11 (Reuters) - Oracle shares tumbled 12% on Thursday as surging spending and a ballooning debt load fanned investor concerns about the cash burn in the company's push to build out AI ...

Oracle’s data-center spending will hit $90 billion to $95 billion next year, the figure that drove Thursday’s selloff, and Benzinga reported the bill could climb toward $100 billion. Oracle’s counter ...

Shares of Oracle (ORCL) tumbled about 8% premarket on Thursday after the company forecast higher capital expenditure for fiscal 2027 than analysts' estimates and said it expects to raise about $40B in ...

SAP stock (NYSE: SAP) fell in Thursday’s pre-market trading as investors reacted to a spending shock from rival Oracle, not to any fresh bad news from SAP itself. Oracle shares dropped about 9% after ...

Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single quarter’s beat and more around the scale of its AI infrastructure opportunity.

Oracle spent $55.7 billion on data centres in FY2026, overshooting its own $50 billion guidance. Revenue and cloud bookings beat estimates, but the stock fell 7% after hours on capex concerns and ...

The AI industry’s effort to build as many data centers as possible has spurred trillions in global debt. If that worries you, prepare to get even more worried. Oracle said in its earnings report on ...