Compare Intuit vs Oracle: steady subscription growth or bold cloud gamble—see which stock offers stronger upside in 2026.

Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more about ORCL stock here.

Key Takeaways Oracle shares dropped Friday following reports it had delayed delivery of some data centers for OpenAI.The stock ended the week nearly 13% lower after Oracle's quarterly results on Wednesday fell short of expectations and amplified scrutiny of its AI investments.

Oracle stock fell 11% today, as investors fret over how much the company is spending to build out AI data centers for OpenAI and others. Oracle Chairman Larry Ellison, whose roughly 40% stake has made

Oracle delays some data center projects for OpenAI to 2028 amid labor and material shortages. Get insights on how this impacts AI infrastructure plans.

Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center buildout, reinforcing concerns on Wall Street about debt-fueled spending on the fledgling technology.

These days, Oracle and other AI companies are facing skepticism due to heavy capital expenditures and the circular nature of some of their arrangements.

Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI infrastructure buildout

Oracle's capital expenditures (capex) clocked in at $12 billion for the quarter, up from just $4 billion in the same period last year. It was also 50% more than the Street was expecting. Investors are wondering just how sustainable the capex spend is for the company, given how much it is relying on expensive financing.

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.