Why Oracle Crashed After Earnings Call

Oracle just posted massive Q2 FY2026 earnings — including a 438 percent surge in remaining performance obligations and cloud infrastructure growth in the mid-60 percent range — but the stock still dropped more than 11 percent after hours. In this video, we break down Oracle’s mixed earnings report, why revenue slightly missed expectations, how earnings crushed estimates, and what Larry Ellison and Mike Sicilia revealed about Oracle’s “cloud neutral” and “chip neutral” strategies. We also cover Oracle’s AI infrastructure demand, the 817 percent spike in multicloud database consumption, and why free cash flow came in negative 10 billion during a heavy capital-spending quarter. Oracle’s stock (ORCL) closed around 223 dollars before falling to roughly 197 after hours as traders weighed the company’s massive AI backlog against its steep AI-related capex. Whether you’re a day trader, investor, or following AI infrastructure plays, this breakdown explains the tug-of-war happening inside Oracle right now. Chapters 00:00 Oracle’s headline numbers 00:20 Cloud and AI growth breakdown 00:45 Why the stock dropped after hours 01:10 The AI capex problem 01:35 What traders should watch next #oracle #stock #earnings 🖥️ Try Benzinga Pro FREE with a 14 day trial: https://www.benzinga.com/pro/register 📈 Take your trading to the next level with our suite of premium research services and tools: https://www.benzinga.com/services 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 📲 Follow us on socials @benzinga ------------------------------------------------------------------------------------ 🔹Free Benzinga Webinars: https://www.youtube.com/watch?v=LQ2jOJNkDfI&list=PL4k0fH8EgI3YTdqniRmxrvz97w3IQ61rD 🔹Benzinga Pro Tutorials: https://www.youtube.com/watch?v=a2FaHhLIrks&list=PL4k0fH8EgI3YMwoBMFXGvVMkgixFymmei&pp=gAQB 🔹Earnings Calls: https://www.youtube.com/watch?v=C2-AoCw64Ok&list=PL4k0fH8EgI3buZI5529R53wJUNd9NS4_s 🔹Premarket Playbook: https://www.youtube.com/playlist?list=PL4k0fH8EgI3ZVRPM7INpG--GvohnBVTnT 🔹Benzinga's All Access: https://www.youtube.com/playlist?list=PL4k0fH8EgI3bQSn91atO-3lPT4V6Nwsmh 🔹Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ ⚠️ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes. #StockMarket #StockMarketNews #Trading #StockMarketLive #Stocks #stocktrading #learntotrade #DayTrading #StockMarketToday