Core Viewpoint - Oracle Corporation is facing a lawsuit for alleged violations of securities laws, which may impact its financial standing and investor confidence [1] Group 1 - The lawsuit has been initiated by the DJS Law Group, indicating potential legal challenges for Oracle [1] - The allegations pertain to securities law violations, which could lead to significant financial repercussions for the company [1]

Core Viewpoint - A class action has been filed against Oracle Corporation for allegedly misleading investors regarding its AI infrastructure capabilities and the implications of its capital expenditures [1][2]. Group 1: Allegations and Misleading Information - The complaint alleges 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 claimed 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]. Group 2: Impact on Stock Price - Disclosures made between September 2025 and December 2025 reportedly led to a significant decline in Oracle's stock price [3]. - On December 17, 2025, Oracle's stock fell by $10.19 per share, approximately 5.4%, following the news that Blue Owl Capital withdrew from funding a $10 billion data center project due to concerns over Oracle's spending and debt levels [3]. Group 3: Class Action Participation - Shareholders may be eligible to participate in the class action against Oracle and can contact Robbins LLP if they wish to serve as lead plaintiffs [4]. - Participation in the case is not required to be eligible for recovery, and shareholders can choose to remain absent class members [4].

Core Viewpoint - A class action has been filed against Oracle Corporation for allegedly misleading investors regarding its AI infrastructure funding needs and the associated debt requirements [1][2]. Group 1: Allegations and Financial Details - Oracle announced a $300 billion, five-year cloud computing contract with OpenAI on September 10, 2025, to supply computing power [2]. - Following this announcement, Oracle issued $18 billion in Senior Notes on September 25, 2025, to fund its AI infrastructure expansion [2]. - The complaint claims that Oracle did not disclose the need for additional significant debt to support the Oracle-OpenAI agreement [2]. - Reports emerged on November 13, 2025, indicating that Oracle was seeking to raise an additional $38 billion in debt, which would include $23 billion and $15 billion term loans from various banks [3]. - The proceeds from this additional debt would fund two data centers in Wisconsin and Texas, necessary for the Oracle-OpenAI agreement [3]. Group 2: Market Reaction - Following the news of the additional debt requirement, Oracle's Senior Notes began trading with yields and spreads similar to lower-rated issuers, indicating increased perceived credit risk among investors [3].

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Oracle Corporation ("Oracle†or the "Company†) (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, inclusive (the "Class Period†). Oracle investors have until April 6, 2026 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ORACLE CORPORATION (ORCL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PART. ...

LOS ANGELES--(BUSINESS WIRE)---- $ORCL--ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit With the Schall Law Firm. ...

Group 1 - Oracle's shares have declined by 22% over the past eight trading sessions [1] - The decline is attributed to a general selloff in the software sector and concerns regarding AI-related debt [1]

Michigan Attorney General Dana Nessel filed a motion with state regulators to reconsider their approval for utility DTE Energy to power a massive data center development planned by Oracle and OpenAI https://t.co/817niOMEfV ...

The relief in debt markets after Oracle’s record-setting bond deal has primed the pump for other tech giants looking to raise hundreds of billions of dollars for data-center infrastructure, according to Goldman https://t.co/Pp7KFa8ERM ...

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]