Oracle Corp. ORCL has staged one of the more impressive recoveries in mega-cap tech stocks this year — up roughly 50% from its April lows — yet it still has a long road back to its best levels. Shares trade at $204.

Oracle Corp (NYSE:ORCL, XETRA:ORC) reported better-than-expected fourth-quarter results on Wednesday, driven by surging demand for artificial intelligence infrastructure. However, its plans to raise approximately $40 billion through a combination of debt and equity to fund its AI

For the full year, Oracle reported $23.7 billion in negative free cash flow, while depreciation almost doubled to $7.62 billion. Its capital expenditures came to $55.66 billion, up 162% from a year earlier, highlighting the scale of its AI buildout.

For the new fiscal, Oracle Corp. has maintained its previous revenue guidance of $90 billion, while raising its EPS projections to $8.05, higher than analyst estimates of $8.01. Analysts were also projecting the revenue guidance to be trimmed down to $88.

Oracle guides to slower OCI server buildout or pauses/reshapes Intel-based AI inference deployments, cutting the demand signal for Xeon CPUs. Buy AMD Buy AMD (AMD). Oracle is contractually deploying 50,

Oracle Corp. is set to report Q4 and full-year fiscal 2026 earnings on Wednesday, June 10, with analysts expecting another strong quarter of cloud-led growth.

Oracle (ORCL) reports Q4 earnings Wednesday. Analysts forecast $1.97 EPS, $19.1B revenue, and cloud infrastructure surge of 90.8% amid massive OCI backlog.

The market is punishing AI/cloud capex and cash burn, but the setup is still strong: OCI is expected to surge (92% growth in the fiscal Q4 vs 52% a year ago) and the $553B performance obligations backlog supports demand visibility.

It's the latest sign of movement from the company who’s spent years quietly brewing plans for its $4.5 billion headquarters across the river.

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