Oracle is expected to report earnings as Wall Street looks for cracks in the AI ​​bubble

Oracle is expected to report earnings as Wall Street looks for cracks in the AI ​​bubble

By Laura Bratton
Publication Date: 2025-12-09 20:04:00

oracle (ORCL) is expected to report its quarterly results after the bell on Wednesday. Wall Street is watching the cloud company’s results closely for signs of cracks in the AI ​​bubble.

The fast-growing AI company is expected to report earnings per share of $1.64 in the fiscal second quarter, up from $1.47 a year earlier, according to consensus estimates from analysts tracked by Bloomberg. Oracle is expected to report revenue of $16.21 billion for the period, up 15% from the year-ago quarter.

And the tech company’s heavily watched AI segment, Oracle Cloud Infrastructure (OCI), is expected to post a 68% increase in revenue to nearly $4.1 billion.

According to a Bloomberg index of major technology stocks, Oracle shares have slumped 33% from a high of $328 in September, while the Magnificent Seven as a whole have gained more than 11%.

Read more: Live reporting of corporate earnings

Oracle stock peaked this fall as Wall Street praised the company’s massive, AI-powered RPO…