The market is worried that the company's huge AI spending won't lead to meaningful value creation.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.1% in the afternoon session after the company's stock continued to fall from the previous session as investors digested earnings results ...

Oracle lost a major financing partner for its Michigan data center, adding pressure to an already difficult week for the stock. The market is pricing Oracle bonds as riskier than its official credit ...

The tech sector sold off as investors took in a report that Oracle's $10B data center for OpenAI is in jeopardy. Sources told the FT that talks to build the data center have stalled due to concerns ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. ORCL's $300B OpenAI deal boosted obligations but raises concerns over thin margins, debt, and AI investment ...