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Oracle shares drop most since 2001 on mounting AI spending

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Overview
Highlights
 · 6h
Oracle shares sink as worries swirl over huge spending on data centres
Oracle stock slumped after it reported disappointing revenues on Wednesday alongside a $15bn increase in its planned spending on data centres this year to serve artificial intelligence groups.

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 · 3h
Oracle shares drop the most since 2001 on mounting AI spending
 · 6h
Oracle Shares Tumble on AI Spending Worries
 · 5h
Wall Street sets more records even as Oracle stumbles
Wall Street rose to more records even as a sell-off for Oracle and worries about a potential bubble in artificial-intelligence technology weighed on the market.

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 · 11h
Oracle drags down Nvidia and other AI stocks as bubble fears intensify
 · 12h
Oracle just revived fears that tech giants are spending too much on AI
24/7 Wall St · 12h
Wall Street Just Upgraded Oracle, Despite Earnings Disappointment
Wells Fargo, for example, has an overweight rating with a $280 price target.

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 · 1d
Shares of Oracle slide 10% on revenue miss and rising capital expenditures
 · 7h
Dow soars past 600 points to a fresh record high as the Nasdaq falters

A sharp drop for Oracle keeps Wall Street in check

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Impacts
 · 4h
Larry Ellison Loses $27 Billion in Oracle Stock Drop
Oracle Chairman Larry Ellison, whose roughly 40% stake has made him one of the world's richest people, faces a one-day paper loss of some $27 billion, Forbes estimated.

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 · 11h
A sharp drop for Oracle keeps Wall Street in check as most US stocks rise
 · 6h · on MSN
Wall Street sets record highs even as Oracle tumbles on AI worries
 · 4h
Dow, S&P 500 mark record closes; Oracle drags on the Nasdaq
The S&P 500 and the Nasdaq opened lower on Thursday as fresh worries over Oracle's hefty AI spending plans overshadow optimism over a less hawkish tone from the Federal Reserve.

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 · 6h
Stock market today: Dow jumps 650 points to post record, S&P 500 climbs above 6,900 for first time
 · 11h
Oracle shares tumble as gloomy forecasts, higher capex reignite AI bubble concerns
 · 13h
Oracle stock tumbles after earnings, impacting AI sector
The company was down more than 12% in pre-market trading as of 7:30 a.m. ET, which takes it to the level where it stood on Sept. 4, right before it saw a big spike when it reported it had $455 billion...

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 · 2h
Oracle Slides by Most Since January on Mounting AI Spending
 · 11h
A sell-off for Oracle weighs on Wall Street even as Dow jumps 400 points
5m

Oracle plunges 11% as AI spending balloons

Oracle shares slide 11% as AI data center capex surges to $12 billion, pushing FY26 spending to $50 billion amid slower cloud revenue and rising credit risk.
6hon MSN

Oracle's Debt Balloons to $108 Billion as AI Spending Soars

The tech giant is piling on debt to fund AI data centers.
DatacenterDynamics
14h

Oracle CEO moves to quell fears about debt needed for data center build-out after disappointing Q2 results

It is a far cry from the company’s last quarterly results, released in September, when news of a series of AI deals boosted its bottom line and saw its share price soar 40 percent, briefly making founder and CTO Ellison the world’s richest man.
5h

Oracle Stock Is Getting Whacked. Is the AI Trade a 'Show Me Story' Now?

Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center buildout, reinforcing concerns on Wall Street about debt-fueled spending on the fledgling technology.
The Next Platform
7h

Oracle Is Using OpenAI To Build A Platform For The Enterprise

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an
4d

Dartmouth Data Breach Exposes 40,000 Social Security Numbers In Cl0p’s Oracle Rampage

Dartmouth breach exposes 40,000+ SSNs in Cl0p’s Oracle zero-day attack. Harvard and Penn also hit. What victims should do now.
8d

Oracle Facing Two New Class Actions Over Customer Data Breach

Oracle Corp. has been hit with two new proposed class actions for not protecting sensitive personal data of its customers’ employees in a data breach.
16h

Oracle Down 13% Pre-Market on Thursday Following Q2 Earnings

Oracle (Nasdaq: ORCL) shares were trading for roughly $207 per share before the company’s earnings call, but selling accelerated during the call, and shares are now trading for about $194. A few notes: Oracle shares are now trading only slightly above where they traded the Friday before the DeepSeek panic sank AI stocks in late January.
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