Oracle (ORCL) Stock News

Oracle NetSuite announced a new AI-first quickstart offering. No further details were provided.

Marvell, Microsoft, and Oracle have formed an OCP working group to standardize a silicon-based, attested integrated HSM for cloud and hyperscale data centers.

Marvell, Microsoft and Oracle will collaborate with the broader Open Compute Project community to publish a joint technical specification for in-server data center security. The initial draft is targeted for release around the 2026 OCP Global Summit.

Oracle board member buys stock for first time, $3.5 million purchase.

Oracle shares fell as much as 6.1% during trading.

WSJ reports Oracle, Broadcom and SpaceX are lining up tens of billions in debt financing for AI chips, with Apollo, Goldman Sachs and Blackstone as potential lenders.

Oracle is assuming approximately $300 million in expenses related to Point Beach Energy to fully fund Project Lighthouse Energy costs. The claim originates from a single unverified report. No further details on the nature of the expenses or the project timeline have been provided.

Oracle director Stephen Rusckowski purchased 25,000 shares at $139.35, totaling $3.48 million. The open-market transaction was not made under a 10b5-1 plan. After the purchase, he holds 25,390 shares.

Oracle has signed a five-year deal with Tencent to provide access to roughly 100,000 advanced AI chips across Southeast Asia data centers. The agreement is valued at about $7bn with roughly 30% paid upfront. Tencent is using the capacity to train AI models and build agentic products.

Infrastructure data provider Aterio says Oracle's 1.3 GW Port Washington data center may miss its H2 2027 delivery target because the grid interconnection is still awaiting regulatory approval. Aterio's base case: partial power in December 2027, full capacity in October 2028, with customer load ramping mainly from Q1 2028. Construction is progressing, with two of four halls enclosed. The next milestone is a Wisconsin PSC completeness decision around October 19.

Aterio published an analysis of Project Lighthouse, the Wisconsin data center campus Vantage Data Centers is building for Oracle. Based on regulatory filings, Aterio sees a material risk the site misses Oracle’s second-half 2027 delivery guidance, with meaningful load unlikely before mid-2028.

NetApp and Oracle announced a pact to integrate Ontap natively into OCI. The move could strengthen NetApp's cloud reach and Oracle's storage offering. Terms and timeline are not disclosed.

Oracle is integrating with Swift's blockchain ledger to help banks connect tokenized deposit infrastructures across institutions. The solution allows banks to extend existing payment systems with interoperable tokenized deposits and manage traditional and digital asset payments through a unified operating model. It uses Oracle Blockchain Platform and Oracle Digital Assets Data Nexus, building on Oracle's Swift Compatible Application certification.

Chip stocks Intel, Nvidia, and Micron fell premarket and were the most actively traded shares. Meta slipped about 3% after recent gains from its Muse AI agent. Oracle extended losses from last week after cracks emerged in a debt-fueled data-center project in New Mexico. UK housebuilders Persimmon and Taylor Wimpey surged after the UK government announced a first-time buyer program.

Oracle's long-term bonds crossed an all-time high yield of 8.3%. The company's 5-year CDS spreads also broke record highs, rising 16% to 227 bps. The moves reflect growing credit market concern about Oracle's debt profile.

Oracle has guaranteed investors it will make payouts on its New Mexico AI data center even if it cannot secure power in time. The pledge follows a force majeure notice tied to permitting delays.

A digest of aftermarket movers: Akamai surges on $11.6B Anthropic cloud deal; Oracle drops 3.5% on force majeure notice for data center project; MGM falls 11% after Diller withdraws bid; Meta rises 4.5% on new AI devices; Costco flat after higher Q4 profit; Darden falls 3% on cost pressures.

Stock market closed mixed Thursday after Trump and Xi agreed to extend trade truce to Jan 10. Hawkish Fedspeak hinted at further rate hikes. Oracle dropped 3.5% after force majeure notice on data center project. MGM Resorts fell 11% after buyout offer withdrawn. 10-year yield hit 5.21%, highest since 2007. Oil rose nearly 3% on Iran deal speculation.

Oracle dropped 3.8% on a force majeure notice for its Project Jupiter data center. Meta rose 3.8% on new smart glasses. BlackBerry gained 2.6% on earnings beat. MGM fell 10% on bid withdrawal. GoDaddy rose 4.5% on acquisition offer. Nebius up 9.2% on BofA upgrade. Qualcomm down 1.3% on Apple patent renewal. Everpure jumped 17% on AI demand. TD Synnex fell 10% despite earnings beat. Darden down 1.6% on cost pressures. Dropbox down 4.4% on downgrade. Grail up 7.9% on FDA panel recommendation.

Surescripts Prior Authorization Automation will be available inside the Oracle Health workflow, returning approvals in seconds when criteria are met. General availability is planned for 2027. The companies will also explore First-Fill Abandonment integration.

Oracle issued a statement noting that force majeure notices are standard practice in projects of this scale, often used to protect contractual rights among partners. No further details were provided.

Oracle shares fell after the company invoked force majeure to defer payments on a New Mexico data center. MGM slid after Barry Diller abandoned his bid. Meta rose after announcing new smart glasses and the Muse Charm device. Costco reports earnings after the close. National Stock Exchange of India surged on its debut.

Oracle Health and ID.me are teaming up to embed digital identity into patient check-in and controlled-substance provider credentialing. The integration aims to reduce repetitive paperwork and support secure data exchange, using ID.me's existing network of 175M+ users and 5M medical professionals. No financial terms disclosed.

Oracle Corp Japan 1Q Parent Net Y18.25B vs Y14.81B.

Oracle announced new capabilities for its Digital Assets Data Nexus platform, including ISO 20022 payment integration, Swift Ledger connectivity, and AI-assisted risk analysis, to help banks extend payment operations into digital money.

Oracle announced a new oncology electronic health record (EHR) offering, expanding its healthcare technology suite. The product specifically targets oncology care management.

Oracle Health announced new AI capabilities for revenue cycle management, including prior authorization, clinical documentation, charge capture, medical coding, and appeal management. The features are planned for release in the coming months.

Oracle, Buck Institute aim to build aging biomarker score using federal ARPA-H grant.

Oracle is projecting it will supply the ERCOT grid to power its facility in Abilene.

Oracle has started another round of layoffs, with cuts hitting double-digit percentages on some teams. The company is also expanding its total planned job-cut spending by roughly $700 million.

Oracle confirmed Ellison scrapped his 10b5-1 sale plan covering up to 50 million shares. No stock was sold, and no replacement plan is active. Since early reports triggered concern among Oracle holders, the cancellation removes a supply overhang.

Oracle CFO sees 50% of $664 billion RPO converting in 36 months; backlog delayed to FY2028.

Oracle kept its full-year capex guidance at $90-$95 billion and warned that spending will be uneven throughout the year.

Oracle AI backlog hits $664B, up from $455.3B a year ago.

Oracle Q1 beats on revenue and profit; cloud revenue surges 62%, AI contracts top $30B

HPE will deploy Juniper networking gear across Oracle AI data centers globally under a potential multi-year agreement. The deal covers routing, switching, networking support and financing for OCI's AI clusters, regional data centers and edge networks. HPE also issued Oracle warrants to purchase HPE shares. Financial terms were not disclosed.

Hewlett Packard Enterprise and Oracle are deepening their networking collaboration for AI data centres. HPE will issue warrants to Oracle to purchase HPE common stock. The move comes after HPE raised its full-year guidance and beat Q3 estimates.

Bloomberg data reportedly shows Oracle's default risk at an all-time high, exceeding levels seen during the 2008 financial crisis. The claim originates from an unverified third-party source.