By Nauman Khan
Publication Date: 2025-12-12 12:30:00
This article first appeared on GuruFocus.
oracle (NYSE:ORCL) fell more than 10% on Thursday after the company reported quarterly revenue that fell short of Wall Street expectations. The company reported revenue of $16.06 billion in the period, slightly below analyst forecasts.
The weaker top line weighed on other major AI-related stocks. Nvidia (NASDAQ:NVDA) slipped by more than 1.5%. Advanced Micro Devices (NASDAQ:AMD) and CoreWeave (NASDAQ:CRWV) also traded lower, while Micron (NASDAQ:MU) fell by about 2%.
Oracle has been active in the AI infrastructure race in recent months. The company issued $18 billion in bonds in September, one of the tech sector’s largest bond offerings, and later signed a multi-year partnership with OpenAI worth about $300 billion. Oracle is expanding its data center presence in the US, supported by construction loans for facilities in New Mexico and Wisconsin.
On the earnings call, executives said they were committed to maintaining the company’s success…
