New York, January 27, 2026, 17:34 EST — After-hours
- Oracle shares dipped during the regular session, underperforming a tech-driven rally that lifted the S&P 500 to a record high
- The company reported fresh customer gains in healthcare and construction software, ramping up its focus on AI data-center capacity
- Traders are zeroing in on Wednesday’s Fed decision, searching for clues on rates and risk appetite
Oracle Corp shares dropped 4.2% on Tuesday, finishing at $174.90. After hours, the stock saw minimal movement, having traded in a range from $173.70 to $185.88 earlier in the session.
The drop happened despite gains in U.S. stocks, as the S&P 500 hit a record close driven by optimism before the megacap earnings reports. “The market seems to be hanging in there waiting for a big week of earnings,” said Phil Blancato, chief market strategist at Osaic Wealth. Reuters
Oracle’s position is crucial, as investors lump cloud and data-center stocks into the “AI trade”—those tied to AI infrastructure spending. David Wagner, head of equities at Aptus Capital Advisors, warned, “Like in the internet boom, the first-mover advantage doesn’t always win the marathon.” Microsoft, Meta, and others are projected to boost AI investments by 30%, surpassing $500 billion this year, according to Reuters.
Oracle, headquartered in Austin, Texas, announced new customer agreements on Tuesday. Saudi private healthcare network Alrajhi Medicine plans to implement Oracle Health Foundation EHR — its electronic health record system — along with Oracle Fusion Cloud applications. “We are transforming our digital operations,” said Omar Turjman, Alrajhi Medicine’s CIO, in the statement. Oracle
Oracle announced that Red Sea Global has chosen Oracle Aconex Cloud and Primavera P6 to oversee construction efforts on its tourism projects. The software will link over 23,000 users, from top executives down to field personnel.
Just one day before, Oracle rolled out a blog post highlighting its 2026 AI data center expansion and commitments to fund grid upgrades alongside closed-loop cooling technology to boost Oracle Cloud Infrastructure capacity.
Oracle has come up again in news about TikTok’s U.S. restructuring. The company is one of three “managing investors” in TikTok’s newly formed majority U.S.-owned joint venture, Reuters reported, owning a 15% stake. The other investors are Silver Lake and Abu Dhabi-based MGX. Reuters
On Tuesday, a law firm announced it has launched an investigation into possible claims for Oracle bondholders who purchased senior notes issued last September. The probe focuses on disclosures related to the company’s AI infrastructure expansion.
Oracle has come under fire from debt investors for that strategy. Earlier this month, bondholders filed a lawsuit accusing the company of not revealing its plan to raise substantial extra debt to support its AI infrastructure, Reuters reported.
The stock has been volatile since December, after Oracle’s forecast missed Wall Street estimates and the company revealed it would increase fiscal 2026 capital spending by $15 billion over its September projection, mainly for data centers and equipment.
The next move isn’t just tied to Oracle news. If rate bets climb, high-flying tech and data-center stocks could drop quickly. A sluggish cloud revenue boost would have investors facing the cost long before seeing any benefits.
All eyes turn to Wednesday when the Federal Open Market Committee will release its statement at 2 p.m. EST, with Chair Jerome Powell set to hold a news conference at 2:30 p.m. EST.
