Signal

$ORCL — Enterprise software and cloud solutions

Oracle raised FY26 revenue guidance to $67B with $50B capex, signaling strong cloud investment.

ORCL

$148.53

-2.58%

MSFT

$372.97

+5.71%

IBM

$271.63

+5.17%

What changed

$ORCL — Enterprise software and cloud solutions Oracle raised FY26 revenue guidance to $67B with $50B capex, signaling strong cloud investment. Also in play: $MSFT $IBM $SAP $NVDA $AMD $AMZN

Why it matters

Oracle raised FY26 revenue guidance to $67B with $50B capex, signaling strong cloud investment.

Sources

pipeline