Oracle Corporation

Cloud capacity provider and software developer Oracle has pushed back the completion date for part of the data centers it is building for OpenAI (creator of ChatGPT) from 2027 to 2028, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-12/some-oracle-data-centers-for-openai-delayed-to-2028-from-2027?srnd=homepage-europe">reported</a>, citing sources.

Oracle has postponed delivery of a portion of its data centers for OpenAI until 2028. Shares fell 6%

Oracle shares have fallen by almost 40% since September, and the company's capitalization has shrunk by more than $360 billion: the market still lacks confidence in the sustainability of the business against the backdrop of dependence on OpenAI. The fall accelerated after the report for the second quarter of the fiscal year, which did not dispel investors' concerns and only caused a new wave of revisions of forecasts by Wall Street analysts.

Oracle shares are down 40% after a September rally. What does Wall Street advise doing?

Broadcom Inc.

The Walt Disney Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Fed to support bullish sentiment

Visa Inc.

The company's weak report pulled the entire AI sector down, but Wedbush analysts see it as a buying opportunity on the downturn 

S&amp;P 500 and Dow Jones indexes jumped to records. What does this have to do with Oracle's collapse?

Adobe Inc.

Photronics, Inc.

Marvell Technology, Inc.

New York Morning: Oracle may wake up the "bears"

ASML Holding N.V.

SAP SE

SoftBank Group Corp.

The technology sector in Europe and Asia was also pressured by weak sales and earnings figures from US-based Oracle

Equity and cryptocurrency markets declined amid disagreement at the Fed on the rate trajectory

Shares of Oracle, which makes database software, fell more than 6 percent in the Dec. 10 postmarket following the release of its <a href="https://www.prnewswire.com/news-releases/oracle-announces-fiscal-year-2026-second-quarter-financial-results-302638471.html">quarterly report</a>. The company's revenue came in worse than expected, CNBC <a href="https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html">points out </a>. For the second quarter of fiscal year 2026, which ended Nov. 30, it increased 14% to $16.06 billion, while analysts on average expected $16.21 billion. Earnings per share were $2.26 versus expectations of $1.64, the channel reports.

Oracle's shares collapsed 6%. Its revenue fell short of expectations

GameStop Corp.

JPMorgan Chase & Co.

Microsoft Corporation

Morning in New York: investors expect restrained steps from the Fed

Options markets are pricing in a 10% move in the stock in either direction following the release of the Oracle report 

"A key moment for AI stocks": what Wall Street is expecting from Oracle's report

Wall Street is expecting a quarter percentage point cut in the US interest rate during this week's main event - the US Federal Open Market Committee (FOMC) meeting of the US Federal Reserve, which will end with a press conference by Fed chief Jerome Powell. Powell is expected to undertake a so-called hawkish rate cut: with no hint of further monetary policy easing in early 2026, Barron's <a href="https://www.barrons.com/articles/fed-rate-decision-adobe-oracle-costco-broadcom-c2d28c54?mod=RTA#:~:text=But%20Powell%20is%20expected%20to%20deliver%20a%20hawkish%20cut%2C%20meaning%20he%20won%E2%80%99t%20signal%20any%20rate%20cuts%20early%20next%20year.">writes</a>.

Fed rate and Oracle and Adobe reports: what investors need to know this week

Taiwan Semiconductor Manufacturing Company Limited

Intel Corporation

Banks are discussing a new loan for the construction of data centers for ChatGPT developer, SEC has started an audit of Jefferies bank due to probable insufficient risk disclosure, and TSMC has sued a former top manager, accusing him of probable transfer of Intel secrets. These and other topics are covered in our review of key events by the morning of November 28.

Highlights for the morning: SEC investigations against Jefferies, TSMC lawsuit and Big Tech debt

Oracle's debt risk index has risen to a three-year high - and Morgan Stanley estimates this is just the beginning. Against the background of growing borrowings to finance AI projects and large-scale construction of data centers, default protection is becoming more expensive, and the pressure on the securities is increasing. What do analysts see and what actions do they suggest investors take?