NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Oracle Corporation (NYSE: ORCL). Shareholders who purchased shares of ORCL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/oracle-corporation-loss-submission-form/?id=183588&from=3 CLASS PERIOD: June 12, ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for allegedly misleading investors about its AI infrastructure capabilities and the financial implications of its capital expenditures [1][2]. Allegations - The complaint claims that Oracle misrepresented its data center capabilities for AI infrastructure and falsely assured investors that significant capital expenditures would lead to rapid revenue growth [2]. - It is alleged that Oracle did not disclose that its AI infrastructure strategy would lead to substantial increases in capital expenditures without corresponding near-term revenue growth, raising concerns about its debt, credit rating, and free cash flow [2]. Stock Performance Impact - Following a series of disclosures from September to December 2025, Oracle's stock experienced a significant decline [3]. - On December 17, 2025, Oracle's stock price fell by $10.19 per share, approximately 5.4%, closing at $178.46 after a report indicated that Blue Owl Capital withdrew from a $10 billion funding deal for Oracle's data center due to concerns over Oracle's spending and debt levels [3]. Shareholder Actions - Shareholders may participate in the class action against Oracle and must submit their papers to the court by April 6, 2026, if they wish to serve as lead plaintiff [4]. - Shareholders can choose to remain absent class members and still be eligible for recovery without participating in the case [4]. Legal Representation - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses for representation [5].

Oracle Corporation (ORCL) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit [Accessibility Statement] Skip NavigationLOS ANGELES, Feb. 18, 2026 /PRNewswire/ -- [The Law Offices of Frank R. Cruz] announces that investors with losses related to Oracle Corporation ("Oracle" or the "Company") (NYSE: [ORCL]) have opportunity to lead the securities fraud class action lawsuit.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ORACLE CORPORATION (ORCL), CLICK [HERE] BEFORE APRIL 6, 2026 (THE ...

1,073,658-$3.013.28%$88.85[Allstate][ALL]• Vol: 624,567-$6.212.92%$206.11 over six decades, Warren Buffett has transformed Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) from a struggling…]## Wednesday Is Warren Buffett's Last Day. Is Berkshire Hathaway a Buy Without Him? [Rich Duprey | Dec 29, 2025 at 12:03 PM EST Warren Buffett's extraordinary six-decade tenure as CEO of Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) comes to a close on Wednesday. The 95-year-old legendary…]## Warren Buffett Is About to Retire. ...

Core Insights - Microsoft and Oracle are leading companies in cloud and artificial intelligence, both expanding their AI infrastructure and integrating AI into their offerings as they approach 2026 [1] Microsoft (MSFT) Overview - Microsoft Cloud revenues surpassed $50 billion in Q2 FY2026, marking a 26% year-over-year increase, with Azure growing by 39% [2] - The company has 15 million commercial Microsoft 365 Copilot seats, indicating strong revenue potential through ARPU expansion [3] - Microsoft reported commercial remaining performance obligations (RPO) of $625 billion, a 110% increase year-over-year, providing significant revenue visibility [4] - The Zacks Consensus Estimate for MSFT's fiscal 2026 earnings is $16.97 per share, reflecting an 8.4% upward revision and a projected 24.41% growth from fiscal 2025 [5] Oracle (ORCL) Overview - Oracle is heavily investing in Oracle Cloud Infrastructure (OCI), with OCI revenues growing 68% in Q2 FY2026 and GPU-related revenues increasing by 177% [6] - The company reported a record RPO of $523 billion, up 438% year-over-year, driven by commitments from major clients [6] - Oracle's fiscal 2026 revenue guidance remains at $67 billion, with an additional $4 billion projected for fiscal 2027 [7] - The Zacks Consensus Estimate for ORCL's fiscal 2026 earnings is $7.45 per share, showing a slight downward revision of 0.4% but indicating a 23.55% growth from fiscal 2025 [10] Valuation and Performance Comparison - Microsoft has a forward P/E ratio of 21.95x, while Oracle's is 19.46x, with Microsoft's valuation appearing more justified due to its scale and profitability [11] - Oracle shares have declined by 34.4% over the past six months, underperforming the sector, while Microsoft shares have lost 22.1%, outperforming Oracle [14] Conclusion - Microsoft demonstrates advantages in scale, profitability, AI monetization, and balance sheet strength compared to Oracle [16] - Oracle faces challenges such as negative free cash flow and declining software revenues, which may impact its near-term outlook [16] - Investors are advised to monitor Microsoft for potential entry points, while Oracle holders may consider holding or waiting for a more favorable entry [16]

Core Insights - Impax US Sustainable Economy Fund reported a total return of 16.00% for its Institutional Class in 2025, slightly underperforming the Russell 1000's return of 17.37% due to sector allocation and company-level developments [1] - The fund's performance was positively influenced by sustainability tilts and stock-specific gains, particularly in Health Care and Financials, despite market volatility and concerns over elevated valuations [1] - Management maintains a cautiously optimistic outlook, supported by falling interest rates, resilient corporate earnings, and continued investment in businesses benefiting from the transition to a sustainable economy [1] Company-Specific Insights - Oracle Corporation (NYSE:ORCL) is highlighted for its strong sustainability profile and opportunities in Digital Infrastructure, Education, and Enhanced Skills & Innovation [3] - The stock of Oracle Corporation experienced a one-month return of -11.45%, with shares trading between $118.86 and $345.72 over the past 52 weeks, closing at approximately $153.97 on February 17, 2026, with a market capitalization of about $442.52 billion [2] - Concerns have arisen regarding Oracle's accumulation of excessive debt to finance its AI data center expansion, which has contributed to its recent stock decline [3][4] Hedge Fund Interest - Oracle Corporation is not among the 30 most popular stocks among hedge funds, with 122 hedge fund portfolios holding the stock at the end of Q3 2025, a slight decrease from 124 in the previous quarter [4] - There is a belief that other AI stocks may offer greater potential for higher returns compared to Oracle Corporation [4]

Oracle Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights - ORCL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2 ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation and certain senior executives for securities fraud, following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - Oracle Corporation specializes in database software, enterprise applications, and cloud infrastructure and hardware, with a recent strategic shift towards cloud computing and AI infrastructure [4]. Allegations of Misleading Information - Oracle allegedly misled investors regarding its data center development contracts for AI infrastructure, claiming that increased capital expenditures (CapEx) would lead to rapid revenue and profit growth. In reality, the rising CapEx did not yield meaningful near-term revenue, posing risks to the company's debt, credit rating, free cash flow, and project funding capabilities [5]. Stock Performance and Investor Reaction - The stock price of Oracle dropped significantly after disclosures in September and December 2025, with a notable decline of $24.16 per share (nearly 11%) on December 11, 2025, following disappointing revenue growth and high CapEx reported on December 10, 2025. The company reported negative free cash flow exceeding $10 billion and failed to raise its revenue projections for 2026 despite increased spending [6].

Market Overview - The S&P 500 information technology sector initially dropped by 1.5% but closed up 0.5%, driven by gains in Nvidia and Apple, despite declines in Microsoft and Oracle [1][12] - The S&P 500 financials index performed well, supported by gains in banks like Goldman Sachs and JPMorgan Chase, helping the Dow recover from an earlier decline [8][12] - The S&P 500 software index ended down 1.6%, with Intuit and Cadence Design being the worst performers, each declining by over 5% [6][12] Investor Sentiment - Investors are experiencing volatility, with frequent spikes in stock prices, indicating a short-term focus in the market [2][12] - Concerns about artificial intelligence disrupting business models have led to a selloff in software firms and other sectors [1][12] AI Developments - Alibaba introduced a new AI model, Qwen 3.5, which can independently execute complex tasks, adding to the uncertainty in the market regarding competition from Chinese AI players [3][12] - There is an expectation that AI-related investments will regain favor in the market [3][12] Economic Indicators - The upcoming personal consumption expenditure report will be crucial for understanding inflation trends and their potential impact on interest rates [9][12] - Traders are pricing in a 63% chance of a 25 basis points rate cut at the Fed's June meeting, marking the first time odds exceed 50% [10][12] Stock Performance Highlights - Norwegian Cruise Line shares surged by 12.1% after activist investor Elliott disclosed a stake of over 10% in the company [12] - Fiserv's shares increased by 6.9% following reports of a stake acquisition by activist investor Jana Partners [12] - Masimo's stock jumped 34.2% after Danaher announced its acquisition for $9.9 billion, while Danaher shares fell by 2.9% [12] Market Statistics - Advancing issues outnumbered decliners by a 1.02-to-1 ratio on the NYSE, while the Nasdaq saw a 1.07-to-1 ratio favoring decliners [11][12] - The S&P 500 recorded 42 new 52-week highs and 10 new lows, while the Nasdaq Composite had 81 new highs and 224 new lows [11][12] - Trading volume on U.S. exchanges was 17.76 billion shares, below the 20.7 billion average over the last 20 trading days [11][12]

责任编辑：王永生 根据美国证券交易委员会披露的信息，老虎环球管理公司（Tiger Global Management）和Adage Capital Partners等投资者在2025年第四季度减持了一些人工智能重量级公司的股票，其中包括英伟达和亚马 逊。 根据美国证券交易委员会披露的信息，老虎环球管理公司（Tiger Global Management）和Adage Capital Partners等投资者在2025年第四季度减持了一些人工智能重量级公司的股票，其中包括英伟达和亚马 逊。 一些主要投资者日益担心 "华丽七巨头"（包括Meta和微软）的估值已变得过高，而且它们在人工智能 技术上的巨额支出将无法带来足够的回报，而这些季度13-F文件让人们了解了这些投资者的反应。 老虎环球在第四季度将其持有的微软股票从截至2025年9月30日的650万股减少到547万股。但该对冲基 金仍是微软最大的投资者之一，持股价值达 26 亿美元。老虎对亚马逊的持股也进行了较小规模的减 持，减持幅度为 9.35%，截至 2025 年底，亚马逊持股为 1，000 万股，价值 23 亿美元；老虎还减持了 英伟达的持仓，目前价值 2 ...