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Oracle News 5 January 2026 - 3 February 2026

Oracle stock price slides after $50 billion AI funding plan as dilution math hits ORCL

Oracle stock price slides after $50 billion AI funding plan as dilution math hits ORCL

New York, February 2, 2026, 18:30 EST — After-hours Oracle (ORCL) shares dropped 2.7% to $160.06 in after-hours trading Monday following the company’s announcement of plans to raise $45 billion to $50 billion in 2026 aimed at rapidly expanding its cloud data centers. During the session, the stock fluctuated between $155.90 and $175.62. The funding will come from a mix of equity and a one-time senior unsecured bond issuance, with Goldman Sachs leading the bond deal and Citigroup managing the equity offerings. (investor.oracle.com) Oracle’s fundraising plan comes at a sensitive time, with investors watching closely how the company backs a
3 February 2026
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Oracle stock slides as Microsoft rout rattles software names; traders eye what’s next for ORCL

Oracle stock slides as Microsoft rout rattles software names; traders eye what’s next for ORCL

NEW YORK, Jan 29, 2026, 10:54 EST — Regular session Oracle shares dropped 5.6% to $163.09 on Thursday, extending the steep sell-off in the enterprise software sector. Investors weighed the latest big-tech earnings alongside fresh doubts over costly AI investments. This shift is key since Oracle straddles two tricky markets to value: steady, recurring enterprise software income and the capital-intensive race to boost AI-driven computing sales. At the moment, the market sees that combination as a liability. Traders are quick to penalize any sign of “spend now, monetize later,” even if the company is rolling out new products and landing
29 January 2026
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Oracle stock drops even as tech rises after Saudi healthcare cloud deal

Oracle stock drops even as tech rises after Saudi healthcare cloud deal

New York, Jan 27, 2026, 10:55 AM EST — Regular session Oracle Corp shares slipped on Tuesday, erasing some of Monday’s gains, despite a rally in major U.S. tech stocks and the Nasdaq-focused QQQ. In morning trading, Oracle dropped roughly 3.3% to $176.35. This matters because Oracle’s shares have been tossed around amid doubts about how fast its cloud and AI investments will translate into consistent profits, and how much cash it needs to expand capacity. Investors have reacted sharply to any hint that spending is outpacing returns. (Reuters) Early Tuesday, Oracle announced that Alrajhi Medicine, a private healthcare network
27 January 2026
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Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

Oracle stock price rebounds as ORCL snaps two-day slide; Wall Street refocuses on AI buildout costs

New York, Jan 22, 2026, 10:10 EST — Regular session Shares of Oracle Corp climbed 2.4% to $178.04 Thursday morning, clawing back after a tough two-day slide. The stock fluctuated between $176.63 and $180.64 during the session. The rebound comes after a 5.85% drop on Tuesday and another 3.36% decline on Wednesday, with the stock closing at $173.88 after dipping to $170.60 during the session. Volume on Wednesday topped 38 million shares, according to Investing.com data. (investing.com) This shift is critical because Oracle now serves as a barometer for the pace at which Big Tech is ramping up AI data
22 January 2026
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Oracle stock price edges up before the bell as multicloud report lands

Oracle stock price edges up before the bell as multicloud report lands

New York, January 20, 2026, 07:42 (ET) — Premarket Shares of Oracle Corp rose 0.7% to $191.09 in premarket action Tuesday. This shift is significant as Oracle’s stock now serves as a real-time gauge for two key issues: its ability to secure major cloud contracts against stronger competitors, and if its heavy AI-focused investment will generate quick returns. Simply put, “multicloud” means companies distribute their workloads across multiple top cloud platforms to steer clear of lock-in and boost performance. A report released Monday by Information Services Group found that more U.S. enterprises are adopting Oracle Cloud Infrastructure (OCI) alongside major
20 January 2026
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Oracle stock: lawsuit and AI debt worries hang over ORCL ahead of shortened holiday week

Oracle stock: lawsuit and AI debt worries hang over ORCL ahead of shortened holiday week

NEW YORK, Jan 17, 2026, 10:44 EST — Market closed. Oracle shares closed Friday up 0.65% at $191.09, bouncing back after two days of losses earlier in the week. In after-hours trading, the stock was last seen slipping roughly 0.1% to $190.85. (Investing.com) Why it matters now: investors are focused on whether the biggest “AI hyperscalers” will lean more heavily on debt markets to finance data centers and related expansions. Barclays predicts U.S. corporate bond issuance will climb in 2026, while BofA points to AI capex as a key factor driving bigger borrowing by Amazon, Google-parent Alphabet, Meta, Microsoft, and
17 January 2026
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Oracle stock (ORCL) slides after bondholders sue over AI debt disclosures

Oracle stock (ORCL) slides after bondholders sue over AI debt disclosures

New York, Jan 14, 2026, 16:40 EST — After-hours trading. Oracle Corp shares slipped Wednesday after bondholders filed a lawsuit accusing the company of hiding its plans for significant new debt tied to an AI expansion. In after-hours trading, Oracle’s stock dropped 4.3% to $193.61. The lawsuit hits at a sensitive time for AI-tied stocks, with investors scrutinizing data center expenses as much as revenue numbers. Oracle is pushing hard to close the gap with cloud leaders Amazon and Microsoft, a push that demands hefty investments in steel, power, and borrowing. For equity traders, the takeaway is clear: a legal
14 January 2026
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Oracle stock slides as Goldman upgrade meets Burry’s bearish bet

Oracle stock slides as Goldman upgrade meets Burry’s bearish bet

NEW YORK, Jan 13, 2026, 18:04 EST — After-hours Oracle shares dropped 1.17%, ending Tuesday at $202.29, with minimal movement after hours, trimming some of Monday’s gains. During the day, the stock swung between $207.80 and $200.66. (StockAnalysis) The back-and-forth matters because major software stocks are once again reacting to shifts in interest-rate expectations. Oracle, in particular, has turned into a focal point for wagers on hefty data-center investments linked to AI workloads. Whether rates cool off or climb higher will influence how investors value long-term growth. (Reuters) Goldman Sachs stirred the pot by upgrading Oracle from “Neutral” to “Buy,”
14 January 2026
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Oracle stock jumps nearly 5% after board exits; what’s next for ORCL

Oracle stock jumps nearly 5% after board exits; what’s next for ORCL

New York, Jan 10, 2026, 10:54 EST — Market closed Shares of Oracle (ORCL) jumped 4.7% to $198.52 on Friday after the software giant, headquartered in Austin, Texas, announced the immediate retirement of two veteran directors. According to a Form 8-K filing, George H. Conrades, 86, and Naomi O. Seligman, 87, stepped down with no disputes involved. The stock fluctuated between $188.78 and $200.18 during the session, with roughly 26 million shares changing hands. (Securities and Exchange Commission) Oracle’s board shake-up isn’t typically a market mover, but it comes amid heated debate over how much cash the company must pour
10 January 2026
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Oracle stock (ORCL) barely moves as Jefferies sticks with $400 target

Oracle stock (ORCL) barely moves as Jefferies sticks with $400 target

New York, January 7, 2026, 11:40 ET — Regular session Oracle Corp shares slipped 0.2% to $193.44 in late-morning trading on Wednesday, after Jefferies reiterated a Buy rating and kept a $400 price target in a 2026 software outlook. Jefferies analyst Brent Thill said OpenAI accounts for 57% of Oracle’s contract backlog and argued the stock can rebound after a roughly 40% slide tied to worry about AI spending and debt. Investors The call matters because Oracle has become a test case for how much the market will pay for AI infrastructure inside a mature software name. Investors want proof
7 January 2026
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Oracle stock slips as Jefferies sticks to $400 target; what investors watch next

Oracle stock slips as Jefferies sticks to $400 target; what investors watch next

New York, January 6, 2026, 10:48 EST — Regular session Oracle shares dipped 0.1% to $192.33 on Tuesday as Jefferies reiterated a “buy” rating and kept a $400 price target, even as broader U.S. equities and the tech sector traded higher. The S&P 500 ETF SPY rose 0.3%, while the tech-heavy QQQ and technology sector ETF XLK added about 0.6% and 1.0%, respectively. Investing.com The call lands after a bruising stretch for Oracle, which has become a proxy for investor anxiety over the cost of building artificial intelligence data-center capacity. In December, Oracle forecast third-quarter sales and profit below Street
6 January 2026
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Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

Oracle stock holds steady after Jefferies sticks with $400 target as Wall Street eyes jobs data

New York, January 5, 2026, 10:56 (EST) — Regular session Oracle Corp (ORCL) shares were little changed on Monday after Jefferies reiterated a buy rating and kept a $400 price target on the cloud software company. The stock was up about 0.1% at $196.00 after swinging between $194.97 and $201.51 in early trade. Investing.com Australia The call lands as Oracle tries to steady sentiment after a late-2025 slide, when its rising spending plans revived worries about free cash flow — the cash left after expenses and investment. In December, Oracle said fiscal 2026 capital expenditures, or spending on items such
5 January 2026
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Stock Market Today

Netflix stock price rises after-hours as DOJ widens scrutiny of Warner deal

Netflix stock price rises after-hours as DOJ widens scrutiny of Warner deal

7 February 2026
The U.S. Justice Department is investigating Netflix’s business practices as part of its review of the proposed Warner Bros Discovery deal, the Wall Street Journal reported Friday. Netflix shares rose 1.6% to $82.20 in after-hours trading. Warner expects a shareholder vote on the deal in March. Paramount Skydance’s rival bid remains active.
JPMorgan stock price jumps after hours as Dow tops 50,000; HSBC lifts rating

JPMorgan stock price jumps after hours as Dow tops 50,000; HSBC lifts rating

7 February 2026
JPMorgan Chase shares rose 3.9% to $322.40 in after-hours trading Friday as the Dow closed above 50,000 for the first time. HSBC upgraded JPMorgan and raised its price target, while the bank disclosed a $3 billion subordinated note sale. Other major banks also gained. Investors are watching for signals on rates and loan growth ahead of JPMorgan’s Feb. 10 conference appearance.
ServiceNow stock price falls again as Wall Street redraws the AI winners list

ServiceNow stock price falls again as Wall Street redraws the AI winners list

7 February 2026
ServiceNow shares fell 1.8% to $100.74 Friday, capping a volatile week for software stocks as investors debated AI’s impact on subscription software. The S&P 500 Software & Services index dropped 13% in a week, erasing over $800 billion in value. ServiceNow slid 12% this week, while hardware stocks tied to AI data centers held steadier. Investors are watching upcoming tech conference appearances for further signals.
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