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AI spending jitters are shaking Wall Street again

Wall Street's love affair with artificial intelligence is hitting a more anxious phase, as investors start to question ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Major stock indexes fell Friday as technology shares remained under pressure on AI bubble fears. The tech-heavy Nasdaq sank, and the S&P 500 and Dow Jones Industrial Average pulled back from records.
Q2 2026 Earnings Call Transcript December 10, 2025 Oracle Corporation beats earnings expectations. Reported EPS is $2.26, ...
Live Updates Get The Best Oracle Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...
The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.
While the company beat EPS estimates and increased its AI deal pipeline, concerns over its financing strategy remain.
Oracle Corporation (NYSE: ORCL) today announced fiscal 2026 Q2 results. Total Remaining Performance Obligations were up 438% year-over-year in USD to $523 billion. Total quarterly revenues were up 14% ...
Oracle's backlog exceeds $500B, taking into account $65B of cloud deals over the last three months. Read why ORCL stock is a ...
APRO is a Gen 3 Decentralized Oracle Architecture designed to solve the Oracle Trilemma. Discover its Layered AI System, High ...
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp. (ORCL), Costco Wholesale ...