Oracle company headlines, earnings, strategy, leadership, and market-moving business updates.
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U.S. stock index futures pointed higher, while Oracle traded lower on Thursday amid renewed worries about how quickly companies will spend on artificial intelligence
THE APEX TIMES
THE APEX TIMES
Investors punished SAP for what they viewed as rising competitive pressure, after Oracle disclosed fiscal 2027 capital expenditure plans that analysts said were more aggressive than anticipated. The move underscored how quickly AI investment cycles are changing budget expectations across enterprise software.
THE APEX TIMES
Investors reacted negatively after Oracle reported capital spending that rose to more than double the prior level, raising questions about how quickly the company’s infrastructure buildout will translate into revenue and free cash flow.
THE APEX TIMES
Futures pointed to a rebound after the U.S. moved to end strikes tied to Iran-related developments, even as Oracle shares dropped sharply. The next major market event on the horizon: the upcoming SpaceX IPO.
THE APEX TIMES
Wall Street futures and major indexes are in the spotlight as investors balance heightened U.S.-Iran tensions with upcoming outlines from Oracle and key monetary-policy developments tied to the European Central Bank.
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In its latest quarterly update, Oracle said net income climbed 23% to $4.2 billion while total revenue increased 21% to $19.2 billion.
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Oracle said adjusted earnings per share and revenue increased in its latest fiscal quarter, yet its outlook points to weaker gross margin tied to higher investment plans in fiscal 2027, a combination that pushed the stock lower premarket.
THE APEX TIMES
Investors punished SAP for exposure to a long-running enterprise software rivalry after Oracle disclosed capital spending plans for fiscal 2027 that appear to outpace Wall Street expectations, with AI as a central theme.
THE APEX TIMES
Oracle pointed to easing enterprise concerns about a broad software-as-a-service downturn, saying customers are not acting as though a wider contraction is imminent. The remark comes as Oracle’s stock remains under pressure over the last six months.
