Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Oracle reported better-than-expected earnings and revenue for its fiscal fourth quarter.

Oracle investors didn't get what they wanted. But its earnings report was a good sign for other stocks in the AI trade.

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

Indeed, Oracle is priced at a noticeable premium. When examining the multiples, its price-to-sales ratio is at 9.9, compared to the S&P 500 average of 3.2.

Oracle Corporation reported a record Q4 with revenue of $19.2 billion, up 21%, driven by strong demand for cloud ...

The software and cloud-computing company reported cloud revenue rose 47%, including a 92% increase in cloud infrastructure ...

Q4 2026 Earnings Call June 10, 2026 5:00 PM EDTCompany ParticipantsKen Bond - Senior Vice President of Investor ...

Oracle Corp.’s bonds rallied on Thursday even as its shares tumbled, after the database giant calmed debt investors by saying ...

Buy ORCL. The selloff was driven by capex/financing fears (negative free cash flow, $40B raise, heavy AI buildout), but results beat (Q4 revenue +21%, EPS $2.03 vs $1.96) and guidance held (FY27 ...

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