Oracle Corp. ORCL is on pace for its worst week since September 2002, with shares down roughly 15% for the week. The weekly drawdown ranks among the most severe in Oracle’s history as a public company — even though its fiscal fourth-quarter results,

Oracle Corporation (ORCL) has been reporting strong numbers. Recently, the company reported Q4 FY26 numbers, which beat analyst estimates from a top-line and EPS perspective. At the same time, the company’s guidance topped estimates.

While not an astronomical prediction, it is significant enough if the calculations prove accurate. Revenue compounding plays a crucial role.

While Oracle’s cloud-infrastructure business is growing rapidly, a massive $95 billion spending plan and a physical bottleneck in data-center deliveries are giving investors pause.

Cleo Capital Managing Director Sarah Kunst delivered a pointed warning on CNBC on Thursday, June 11, saying that with the mood around Oracle (NYSE:ORCL | ORCL Price Prediction), “I feel like it’s 1999 again.

The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.

Jefferies' Brent Thill joins 'Closing Bell Overtime' to talk Oracle quarterly results.

Oracle Corp. ORCL stock tanked roughly 12% Thursday, its worst day in more than a year, after the company laid out an artificial intelligence spending plan far bigger than Wall Street had modeled. The figure that spooked investors was gross capital expenditure of $90 billion to $95 billion for fiscal 2027,