NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Oracle Corporation (NYSE:ORCL) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Oracle, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/oracle-class-action-lawsuit. I ...

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Core Viewpoint - A securities fraud class action lawsuit has been filed against Oracle Corporation by Kessler Topaz Meltzer & Check, LLP on behalf of investors who acquired Oracle common stock between June 12, 2025, and December 16, 2025, alleging that the company misled investors regarding its AI infrastructure investments and revenue growth potential [1][2]. Group 1: Allegations and Misconduct - The lawsuit claims that Oracle misrepresented its AI infrastructure strategy, leading to significant increases in capital expenditures (CapEx) without corresponding near-term revenue growth [1][2]. - Oracle's executives allegedly assured investors that increased spending on AI infrastructure would lead to rapid revenue and profit growth, which did not materialize [1]. - The complaint highlights that Oracle's CapEx projections for fiscal year 2026 increased to $50 billion, significantly higher than previous estimates, while revenue guidance remained largely unchanged [1][2]. Group 2: Stock Price Impact - Following warnings from S&P Global Ratings about potential revenue risks associated with OpenAI, Oracle's stock price fell by $5.37 per share, nearly 2%, on September 24, 2025 [1]. - After analysts initiated coverage with a "Sell" rating and set a price target of $175, Oracle's stock dropped an additional $17.13 per share, over 5.5%, on September 25, 2025 [1]. - On December 11, 2025, Oracle's stock declined by $24.16 per share, nearly 11%, after the company reported disappointing financial results and increased CapEx projections [1][2]. Group 3: Financial Commitments and Risks - Oracle disclosed $248 billion in additional lease commitments related to data centers, which analysts described as a "bombshell disclosure," indicating a significant increase from previous commitments [1][2]. - The mismatch between the long duration of property leases and shorter contracts with key customers like OpenAI raises concerns about Oracle's financial stability [2]. - Reports indicated that Blue Owl Capital withdrew from funding a $10 billion data center project for Oracle, further exacerbating concerns about the company's financial commitments and rising debt levels [2].

Core Insights - The technology sector experienced a volatile week, with Oracle's shares rising by 12%, while all other "Magnificent 7" companies faced declines year-to-date [1] - Microsoft and Amazon entered bear market territory, down 27% and 23% from their recent highs, respectively [1] - Concerns over cloud growth rates and rising memory prices are impacting major companies like Apple, Microsoft, and Amazon [1] Group 1: Company Performance - Oracle (ORCL) saw a weekly increase of 12.13% but remains down 17.63% year-to-date [1] - Microsoft (MSFT) had a slight weekly gain of 0.04% but is down 17.02% year-to-date [1] - Amazon (AMZN) declined by 5.48% weekly and is down 13.88% year-to-date [1] - Apple (AAPL) fell by 7.95% weekly and is down 5.83% year-to-date [1] - NVIDIA (NVDA) decreased by 1.40% weekly and is down 1.98% year-to-date [1] Group 2: Market Trends - Microsoft and Amazon's entry into bear markets is attributed to lower-than-expected cloud growth rates and concerns over pricing power in the AI sector [1] - Oracle's recent plans to raise tens of billions for AI cloud infrastructure contributed to its stock surge, indicating a potential shift in market sentiment [1] - Despite positive news for AI infrastructure, NVIDIA's stock remains flat, suggesting that market expectations may still be underestimating its potential [1]

Core Viewpoint - Berkshire Hathaway, traditionally viewed as a strong long-term investment, has underperformed the S&P 500 over the past year, raising concerns among investors about its future performance and the implications of Warren Buffett's retirement [4][5]. Group 1: Company Performance - Berkshire Hathaway has delivered an average annual return of nearly 20% since Warren Buffett took control in 1965, significantly outperforming the S&P 500's average annual return of 10% [1]. - The company's stock has risen by less than 4% over the past 12 months, while the S&P 500 has advanced nearly 12% [4]. - Berkshire's market capitalization stands at approximately $1.08 trillion, with a portfolio worth $320 billion, accounting for 30% of its market cap [2]. Group 2: Strategic Decisions - The company paused its buybacks for five consecutive quarters, indicating that its shares may be overvalued [4]. - Buffett's decision to sell many of Berkshire's top stocks has resulted in a record cash position of $382 billion by the end of Q3 2025, suggesting concerns about the overheated S&P 500 [5]. - Buffett's retirement at the end of 2025 has led to uncertainty among investors, prompting some to consider selling their shares [5]. Group 3: Investment Products - Direxion offers an inverse ETF, the Daily BRKB Bear 1X Shares, which allows investors to bet against Berkshire Hathaway's stock [7]. - This ETF uses total return swaps to replicate a short position against Berkshire, meaning it rises when Berkshire's stock declines and falls when Berkshire's stock rises [8]. - The strategy is highly leveraged and carries risks, with a high expense ratio of 0.97% and daily resets of returns [9].

Group 1 - Oracle's shares have fallen approximately 40% since late October due to concerns over debt-financed AI data centers and significant exposure to OpenAI workloads [1] - The market is questioning the sustainability of Oracle's growth, which was previously viewed as transformative [1][2] - Microsoft is facing scrutiny as its commercial cloud remaining performance obligations have increased to about $625 billion, with around 45% linked to OpenAI [3] Group 2 - Sam Altman's response to investor skepticism contrasts with the market's reaction, as partners exposed to OpenAI have seen significant stock declines [4] - Altman has expressed confidence in revenue growth, stating that skeptics can sell their shares, but the market's response indicates a negative outlook for stocks tied to OpenAI [5]

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 Impact - 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].

Core Insights - TikTok's U.S. joint venture has maintained a stable user base despite initial fears of a mass exodus due to service outages and censorship concerns [1][2] Group 1: User Engagement - The average number of daily active users in the U.S. remains around 95% of its usership compared to the week of January 19-25, despite a surge in deletions following the joint venture announcement [2] - Initial narratives of user discontent appear to be overstated, as the platform has not experienced significant changes in usership [1] Group 2: Joint Venture Structure - The TikTok USDS Joint Venture was established to comply with U.S. President Donald Trump's executive order requiring the divestiture of TikTok from its Chinese parent company ByteDance [3] - ByteDance retains a 19.9% stake in TikTok's U.S. operations, while Oracle, Silver Lake, and MGX each own a 15% share [3] Group 3: User Concerns and Censorship - Following the announcement, users expressed dissatisfaction with the new ownership, raising concerns about potential cronyism involving Oracle's co-founder Larry Ellison [4] - Speculation arose that TikTok might begin mining user data or censoring content critical of certain political positions, particularly regarding Immigration and Customs Enforcement [5] - CNBC confirmed that messages containing the word "Epstein" triggered an error message, although broader claims of political censorship could not be independently verified [6]

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][2]. Group 1: Lawsuit Details - Investors have until April 6, 2026, to request to lead the case, which is pending in the U.S. District Court for the District of Delaware [2]. - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of Oracle common stock investors [2]. Group 2: Company Background - Oracle is known for selling database software, enterprise applications, and cloud infrastructure, with a recent shift towards cloud computing infrastructure to support advanced AI models [3]. Group 3: Allegations Against Oracle - 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, while in reality, the CapEx was not translating into meaningful near-term revenue [4]. - The company's AI strategy reportedly resulted in a significant increase in CapEx without corresponding revenue, raising concerns about its debt, credit rating, free cash flow, and project funding capabilities [4]. Group 4: Stock Performance - Oracle's stock price 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 [5].

Core Viewpoint - Oracle Corporation is currently facing a securities fraud lawsuit, which may impact its stock performance and investor confidence [6]. Group 1: Company Overview - Oracle Corporation (NYSE:ORCL) is a leading technology company known for its software products and services, including database management systems and cloud solutions [1]. - The company competes with other tech giants like Microsoft and SAP [1]. Group 2: Legal Issues - The lawsuit suggests potential issues within Oracle that may have affected its stock performance [2]. - Shareholders who have faced financial losses are urged to contact the law firm Glancy Prongay Wolke & Rotter LLP [1]. Group 3: Executive Transactions - On February 9, 2026, Oracle's CEO, Magouyrk Clayton M., sold 10,000 shares at approximately $155.23 each, raising questions about the company's internal affairs [2]. - The CEO still holds 134,030 shares, which may influence investor perceptions [2]. Group 4: Stock Performance - Despite the ongoing legal proceedings, Oracle's stock is currently priced at $160.14, showing a 2.34% increase today, equivalent to a $3.66 rise [3]. - The stock has fluctuated between $155.29 and $162.06 during the trading day, indicating market volatility [3]. - Oracle's market capitalization is approximately $460.26 billion, reflecting its significant presence in the tech industry [4]. - The stock's trading volume today is 17.91 million shares, suggesting active investor interest [4]. - Over the past year, Oracle's stock has seen a high of $345.72 and a low of $118.86, highlighting its fluctuating market performance [4].