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The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.
Here’s what could happen to ORCL shares next.
Investing.com -- Oracle Corp (NYSE:ORCL) executive chair and chief technology officer Larry Ellison has cancelled a trading plan that would have allowed him to sell up to 50 million shares of the company, Oracle said on Saturday, adding that no shares were sold under the plan and that he has no other plans to sell Oracle stock.
Oracle Corp. Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion, a day after the company disclosed the founder’s divestment plan.
Larry Ellison scrapped plans to sell up to $7.5 billion worth of his Oracle stake, a day after the company disclosed the billionaire’s trading plans. In a statement Saturday, Oracle said Ellison had reversed course. “No Oracle stock was sold under that plan, and he has no other plans to sell any of his Oracle stock,” it said.
Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.
Oracle just disclosed a backlog figure so large it made Jim Cramer reassess the entire growth story, but the capital costs and insider selling quietly unfolding behind that headline number tell a very different story about what comes next.
Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline. On September 10, Reuters reported that Oracle booked more than $30 billion of new AI cloud contracts during its fiscal first quarter, helping lift remaining performance obligations to $664 billion. Quarterly […]
Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
Oracle Corporation will release its first earnings report after the closing bell on Thursday, Sept. 10. The database software provider has beaten analyst revenue estimates in two straight quarters and in four of the last 10 quarters overall. Analysts expect...
Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.2 billion, close to analysts’ estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts’ consensus estimates.
The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September 1, in a case similar to one involving German rival SAP SE (NYSE:SAP) that was settled with concessions in July. The European Commission, the EU’s competition enforcer, is seeking […]
Oracle Corp. has expanded its workforce-reduction strategy, adding $700 million to its restructuring budget to manage cash-flow pressures.
Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of […]
Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co. (NYSE:VRT) operates one layer below that boom, where GPUs become a power and cooling problem. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining […]
Can it get any worse for Novartis’ U.S. stock? The Swiss company said Tuesday that del-desiran, part of a recent acquisition, reached the end of the line in a trial for a rare neuromuscular disease. The drugmaker’s U.S.-listed shares slumped 13% to $139.01 Tuesday.
Oracle Corp. increased the scale of its planned job cuts while the company grapples with a cash crunch tied to development of large-scale data centers for artificial intelligence work.
Explosive cloud growth is coming with a profitability tradeoff
The cloud giant's oldest AI chips are re-renting at higher prices. The profit payoff hasn't shown up yet.
A major shift could reshape the AI spending boom
Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.
Explosive cloud demand remains visible, but SanDisk's valuation already assumes years of scarce storage capacity.
Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
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