Storia in 6 fonti

Disappointing Oracle results knock $70bn off value amid AI bubble fears

Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth but big rise in spending

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martedì 9 dicembre 2025·cnbc.com
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
mercoledì 10 dicembre 2025·fortune.com
Oracle earnings may not be enough to assuage debt, AI deal fears | Fortune
Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high.

giovedì 11 dicembre 2025·

cnbc.com

S&P, Nasdaq futures lower as Oracle results fail to stoke AI trade: Live updates

Major U.S. indexes closed higher Wednesday after a divided Fed announced an interest rate cut for the third time this year and ruled out a rate hike.

giovedì 11 dicembre 2025·

bbc.com

Shares in AI giant Oracle fall after revenue miss

The cloud computing giant's revenue miss renews questions about its financial health

giovedì 11 dicembre 2025·

elpais.com

Oracle se hunde un 12% en el mercado fuera de hora tras unas ventas de la división de la nube decepcionantes y un mayor gasto en IA

La compañía se está embarcando en una construcción masiva de centros de datos para impulsar el trabajo de IA de OpenAI

giovedì 11 dicembre 2025·

cnbc.com

Oracle shares plummet 11% in premarket, dragging down AI stocks

Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.

giovedì 11 dicembre 2025·

theguardian.com

Disappointing Oracle results knock $70bn off value amid AI bubble fears

Weaker-than-forecast quarterly data for Larry Ellison’s tech company shows slowdown in revenue growth but big rise in spending

giovedì 11 dicembre 2025·

forbes.com

Oracle Nosedives In Premarket, Major AI Stocks Down As Well

Oracle reported lower-than-expected revenues in its quarterly earnings report released on Wednesday.

giovedì 11 dicembre 2025·

cnbc.com

Wall Street is disappointed and confused by Oracle's report. Where they see the stock going

Analysts across the board cut their price targets on Oracle, but ultimately remained bullish on the company in the long term despite some near-term friction.

giovedì 11 dicembre 2025·

fortune.com

Oracle's huge AI bets are spooking Wall Street—a 12% plunge wiped out the market’s early gains | Fortune

Nvidia was still the single heaviest weight for the S&P 500.

giovedì 11 dicembre 2025·

fortune.com

Oracle drops on disappointing cloud sales, more AI spending | Fortune

Investors want to see Oracle turn its higher spending on infrastructure into revenue as quickly as it has promised.

venerdì 12 dicembre 2025·

cnbc.com

Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia

Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.

sabato 13 dicembre 2025·

fortune.com

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets | Fortune

“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”

sabato 13 dicembre 2025·

fortune.com

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts…

"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to…

Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings

Oracle earnings may not be enough to assuage debt, AI deal fears | Fortune

S&P, Nasdaq futures lower as Oracle results fail to stoke AI trade: Live updates

Shares in AI giant Oracle fall after revenue miss

Oracle se hunde un 12% en el mercado fuera de hora tras unas ventas de la división de la nube decepcionantes y un mayor gasto en IA

Oracle shares plummet 11% in premarket, dragging down AI stocks

Disappointing Oracle results knock $70bn off value amid AI bubble fears

Oracle Nosedives In Premarket, Major AI Stocks Down As Well

Wall Street is disappointed and confused by Oracle's report. Where they see the stock going

Oracle's huge AI bets are spooking Wall Street—a 12% plunge wiped out the market’s early gains | Fortune

Oracle drops on disappointing cloud sales, more AI spending | Fortune

Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets | Fortune

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts…