New York, Feb 16, 2026, 11:27 EST — The market has closed.
- Oracle finished Friday at $160.14, gaining 2.34% on the day.
- Presidents Day keeps U.S. markets closed Monday, with trading picking up again on Tuesday.
- Oracle’s proposal to bankroll a hefty cloud expansion using a mix of debt and equity remains under scrutiny from investors.
Oracle finished Friday’s session 2.34% higher at $160.14. The software giant won’t resume trading until Tuesday, with the U.S. market closing for a holiday. (Reuters)
The timing’s notable: with U.S. markets closed for Presidents Day, trading won’t pick up again until Tuesday. Stocks and bonds both get a shortened week. (MarketWatch)
Oracle’s immediate outlook boils down to this: investors are grappling with how to value a major cloud expansion that needs significant capital, just as the wider market grows wary of hefty tech spending on artificial intelligence. (Reuters)
Oracle shares have pulled back hard from their 52-week peak at $345.72, as investors weigh rising Oracle Cloud Infrastructure revenues against the capital required to keep expansion going. (MarketWatch)
Oracle is targeting between $45 billion and $50 billion in new capital for 2026, aiming to boost its cloud infrastructure capacity. The company plans to tap both debt and equity markets to pull this off, it said earlier this month. (Reuters)
The company spelled out parts of its plan in a February 8-K, pointing to an “at-the-market” initiative that would let it sell as much as $20 billion in common stock gradually, plus a notes sale totaling $25 billion. (SEC)
Now, investors are zeroing in on Oracle’s ability to maintain solid cloud growth—enough to counterbalance dilution risks from stock sales and the drag of higher interest costs after taking on more debt. If AI-driven demand slows or customers push back workload plans, pressure could mount.
There’s the risk that the funding plan drags on the stock before any fresh revenue materializes, or that a steeper cost of capital squeezes Oracle’s balance sheet even more. Investors haven’t forgotten Oracle’s earnings miss and the company’s warning on increased spending back in December. (Reuters)
Oracle, for its part, is competing in a segment where giants—both hyperscalers and enterprise software players—are pouring billions into data centers and AI. That kind of arms race keeps investors jumpy about any hint that “build it and they will come” projections aren’t adding up.
U.S. markets are dark Monday, so the focus turns to Tuesday’s open and a busy macro calendar in the days ahead. Traders are zeroed in on what the Federal Reserve might signal about rates. Minutes from the Fed’s January 27-28 meeting are set for release Feb. 18, landing three weeks after the meeting itself. (federalreserve.gov)
