NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) between June 12, 2025 and December 16, 2025, inclusive. What To Do Next: For more information, submit a form at Oracle Corporation Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at pallocco@bernl ...

Core Insights - Oracle's shares have decreased by 42.8% over the past six months, significantly underperforming the broader Computer and Technology sector, which returned 12.8%, and the Computer-Software industry, which declined by 25.8% [1][6] - Concerns regarding capital structure and execution risks intensified in January 2026, leading to an additional 15.6% drop in stock price [1][6] Financial Performance - Oracle's Remaining Performance Obligations (RPO) surged by 438% year over year to $523 billion, with an addition of $68 billion in the latest quarter, indicating strong long-term revenue visibility [6][7] - The company maintained its full-year fiscal 2026 revenue expectation of $67 billion despite the stock decline, with RPO expected to convert approximately 33% into recognized revenues over the next 12 months [7][8] Strategic Initiatives - Oracle is expanding its data centers and GPU capacity to meet the demand for AI workloads, with a 50% increase in GPU capacity compared to the previous quarter [9][10] - The company plans to raise between $45 billion and $50 billion through debt and equity offerings to support additional capacity for major customers, while fiscal 2026 capital expenditures increased to approximately $50 billion [10] Market Positioning - Oracle's multicloud strategy has differentiated it in the competitive cloud infrastructure market, with its multicloud database business growing by 817% in fiscal Q2 [11][12] - The company is constructing 72 multicloud data centers embedded within competitor environments, allowing it to capture database workload revenues across various cloud platforms [12] Valuation and Competitive Landscape - Oracle's stock trades at a trailing 12-month price-to-book ratio of 13.84, significantly above the industry average of 6.71, reflecting both growth expectations and market concerns [13][14] - Despite facing competition from Alphabet, Amazon, and Microsoft, Oracle's database expertise and multicloud partnerships provide a unique positioning that may offset competitive disadvantages [14]

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation and certain officers for alleged violations of federal securities laws during the Class Period from June 12, 2025, to December 16, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit seeks to recover damages for investors who purchased Oracle securities during the specified Class Period [2]. - Allegations include misrepresentation regarding the company's AI infrastructure strategy, which is said to lead to significant increases in capital expenditures without corresponding near-term revenue growth [3]. - The complaint also claims that increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [3]. Group 2: Next Steps for Investors - Investors affected by the situation have until April 6, 2026, to request appointment as lead plaintiff in the case [4]. - Participation in any recovery does not require serving as lead plaintiff [4]. Group 3: Legal Representation - Bronstein, Gewirtz & Grossman, LLC operates on a contingency fee basis, meaning they will only seek reimbursement for expenses and fees if successful [5]. - The firm has a history of recovering substantial amounts for investors in securities fraud cases [6].

Core Viewpoint - Oracle has announced an equity distribution agreement to sell up to $20 billion of its common stock, which will be executed through an at-the-market offering, allowing for gradual sales at market prices. This decision comes amid a challenging market environment for tech stocks and a significant decline in Oracle's share price this year [1][2][5]. Company Overview - Oracle Corporation is a leading global technology company specializing in cloud infrastructure, software, and hardware, with a market capitalization of $463.1 billion. It is renowned for its Oracle Database and offers a comprehensive suite of IaaS and PaaS solutions, as well as AI-powered enterprise applications [3]. Financial Strategy - The equity issuance is part of Oracle's broader financing plan for 2026, aiming to raise between $45 billion and $50 billion to support the expansion of its cloud infrastructure business. Approximately half of this amount is expected to be raised through debt [6][9]. - Oracle successfully attracted record demand for its $25 billion bond offering, with total orders reaching $129 billion, indicating strong investor interest despite concerns over debt-funded AI spending [7]. Market Reaction - Following the announcement of the equity distribution, Oracle's stock experienced a decline of 2.8% on the first day, with further drops of 3.4% and 5.2% in the subsequent days, primarily due to a broader rotation out of tech stocks [1][2]. - Analysts view the equity market tap as a strategic move to limit additional borrowing and alleviate investor concerns regarding debt, with expectations that Oracle will not issue more debt in 2026 [9]. Shareholder Impact - The equity issuance could lead to shareholder dilution, with estimates suggesting the addition of over 100 million new shares to the market. However, management believes that the dilution is justified by the potential for a larger revenue base in the future [10]. Analyst Sentiment - Despite recent challenges, Wall Street analysts maintain a largely bullish outlook on Oracle, with a consensus "Moderate Buy" rating. The average price target for Oracle stock is $300.94, indicating potential for significant upside from current levels [12].

Market Overview - Global markets experienced a significant downturn, with major indices in the US suffering substantial losses. The Dow Jones dropped approximately 600 points, while the Nasdaq fell nearly 2% [1][2]. Stock Performance - Major technology stocks faced considerable declines, including Qualcomm (-7.58%), Oracle (-4.55%), Google (-4.51%), Amazon (-4.38%), and Tesla (-3.66%) [3]. - Alphabet, the parent company of Google, saw its stock decrease by 4% following its announcement of expected capital expenditures related to artificial intelligence, which could reach up to $185 billion by 2026 [7][8]. Commodities and Cryptocurrencies - Precious metals experienced sharp declines, with silver prices plummeting over 16% [3]. - Oil prices also fell significantly during this period [4]. - Bitcoin dropped below the $70,000 mark, settling at $67,000, indicating a loss of interest from traditional investors and a growing pessimism regarding cryptocurrencies [5]. Economic Indicators - Concerns about the labor market intensified, with US employers announcing 108,435 layoffs in January, the highest number for that month since the global financial crisis [8]. - Initial jobless claims for the week ending January 31 exceeded expectations, further contributing to a negative market sentiment [8]. - The US Bureau of Labor Statistics reported that job vacancies fell to their lowest level since September 2020 by December 2025 [9].

With names like Nvidia, Oracle, and CoreWeave down double digits in the last few months, the AI trade appears to be stuck in a rut. But far from a temporary blip, the diminished fortunes of the market's tech leaders might represent a much more dire reassessment of the technology among investors, a top AI researcher says. The latest volatility began with Anthropic's debut of its new plugins for its Claude AI agent, which sent legal tech stocks into a nosedive that quickly spurred volatility into the broade ...

Core Viewpoint - The sentiment on Wall Street towards OpenAI has dramatically reversed, with previously favored stocks now facing sell-offs, while Alphabet has emerged as a major winner due to strong financial returns from its AI business [1][4][12]. Group 1: Market Sentiment Shift - Wall Street analysts indicate a narrative shift favoring Google over OpenAI, as concerns grow over OpenAI's financial sustainability and its impact on closely tied companies like Microsoft and Oracle [1][5][6]. - Oracle's stock has plummeted approximately 49% since last October, heavily reliant on OpenAI contracts, while Microsoft's stock has dropped over 20% during the same period [2][5]. - In contrast, Alphabet's stock has surged about 36% since last October, reflecting a positive market sentiment towards its AI capabilities [2][12]. Group 2: Alphabet's Financial Performance - Alphabet has successfully generated returns from its AI investments, with CEO Sundar Pichai stating that AI infrastructure is driving overall revenue growth [9][10]. - As of the end of December, Google Gemini applications had over 750 million monthly active users, and the enterprise version of Gemini reached 8 million paid licenses, contributing to a 48% increase in Google Cloud revenue [10][12]. - Despite initial concerns over a significant increase in capital expenditures projected to reach $175 billion to $185 billion by 2026, strong cloud performance and AI-driven growth have restored investor confidence [10][12]. Group 3: Market Dynamics and Tech Sector Analysis - A Deutsche Bank report highlights a "cleansing" phase in AI investments, indicating that the S&P 500's performance is largely supported by Google, with many tech stocks experiencing significant declines [4][12][14]. - The report emphasizes a shift from a mindset where all tech stocks were seen as winners to a more brutal reality of clear winners and losers in the market [12][14]. - Alphabet's stock has risen nearly 75% over the past six months, translating to approximately $1.7 trillion in market value growth, while most other companies in the tech sector have seen their market values stagnate [14][15].

SAN DIEGO, Feb. 5, 2026 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that the Oracle class action lawsuit seeks to represent purchasers or acquirers of Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025, inclusive (the "Class Period"). Captioned Barrows v. Oracle Corporation, No. 26-cv-00127 (D. Del.), the Oracle class action lawsuit charges Oracle and certain of Oracle's top executives with violations of the Securities Exchange Act of 1934 ...

Group 1: Market Overview - The narrative of "Software-mageddon" is gaining traction among global investors, with debates on whether to initiate bullish calls on recently battered software stocks [1] - Large institutional investors are beginning to enter the market to buy the dip in software stocks that have experienced significant declines, with some supporting optimistic views on AI-focused software giants [1][3] - The S&P 500 Software and Services Index has dropped approximately 25% since its recent peak at the end of October, while the overall S&P 500 index has remained relatively stable [3][4] Group 2: Impact of AI Tools - The launch of Anthropic's AI programming tool, Claude Cowork, has intensified fears of AI agents disrupting the SaaS software industry, leading to a collective sell-off in software stocks [2] - The S&P 500 Software and Services Index experienced its worst performance since May 2002, with a significant market cap loss exceeding $800 billion [4] Group 3: Investor Reactions and Divergence - Institutional investors are showing mixed reactions, with some cautiously buying while others remain hesitant, indicating a divide in sentiment regarding the software sector [8] - Some portfolio managers are starting to see long-term value in certain software stocks, while others are waiting for stronger catalysts, such as robust AI-related revenue reports, before making aggressive purchases [8][9] Group 4: Future Outlook and AI Integration - The market is reassessing the value chain in the software industry, with AI potentially redistributing profits rather than completely replacing existing software infrastructure [11][12] - The current sell-off is seen as a response to the question of how much profit pools will be redistributed among SaaS vendors due to AI advancements, with a focus on real deployment and revenue growth from AI-related products [12][13]

从信贷市场表现来看，目前尚未出现大规模恐慌情绪，相关企业的循环信贷额度尚未被动用。随着多家 软件公司即将发布最新财报，市场情绪或迎来阶段性转变。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 2026年以来，美股软件行业遭遇持续抛售，板块总市值累计蒸发1万亿美元。金融分析公司S3 Partners 的数据显示，对冲基金同期通过做空软件股已获得240亿美元收益。 据华尔街两家大型基金的消息人士透露，对冲基金正加大对软件股的做空力度，成为该板块抛售潮的主 要推手之一。其做空目标具有明确指向性，集中于为客户提供基础自动化服务的公司——这类业务极易 被新的人工智能工具取代。在软件板块相关目标个股遭遇抛售的背景下，做空者并未选择收手，反而将 股价下跌视作加码押注的机会。当前部分软件个股做空集中度较高，Asana有超过25%的流通股被做 空，Dropbox的流通股做空比例为19%。 此次抛售潮并未局限于中小型软件公司，行业巨头同样面临下行压力。微软、甲骨文、Salesforce、 Adobe等头部企业年内均出现显著跌幅，税务软件制造商Intu ...