Oracle Shares Tumble as AI Spending Outruns Returns
Oracle Shares Tumble as AI Spending Outruns Returns
The company’s growing data-center outlays will take longer than investors would like to pay off
By Sebastian HerreraFollow
Updated Dec. 10, 2025 6:20 pm ETShareResize
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Oracle co-founder Larry Ellison. Oracle
Oracle ORCL 0.67%increase; green up pointing triangle is facing mounting anxiety from investors about how much it’s spending to build out data centers for the artificial-intelligence industry.
The cloud-computing company’s revenue and operating income for the most recent financial quarter fell slightly short of analysts’ expectations, while the company raised its spending forecast, adding fuel to concerns over the timeline for turning the AI industry’s ravenous demand for computing capacity into profits.
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