Oracle Stock Falls Amid Reports of Data Center Delays for OpenAI
Dec 12, 2025
Oracle shares dropped sharply this week, declining more than 12%, after reports surfaced that some of its data centers for OpenAI may be delayed until 2028 rather than being completed in 2027. This news followed a Bloomberg report and contributed to market concerns about Oracle's future growth in cloud services.
An Oracle spokesperson responded to these reports by stating that there have been 'no delays' in the company’s arrangement with OpenAI. However, the spokesperson did not provide a specific timeline for when the new cloud computing infrastructure would be available for OpenAI.
Investors also reacted to Oracle's recent financial results, where the company beat Wall Street's earnings expectations but missed on revenue targets. Additionally, increased capital spending and broader market anxieties, partly sparked by another tech company’s earnings, added pressure to Oracle’s stock price.
Why did Oracle's stock price fall?
The stock fell partly because of reports about possible delays in building data centers for OpenAI and concerns over financial results and rising costs.
Did Oracle confirm the delays to OpenAI data centers?
Oracle stated there have been no delays in its arrangement with OpenAI but did not provide exact dates for when the new data centers will be ready.
What else impacted Oracle's stock this week?
Oracle missed revenue expectations and reported higher spending, which, along with market concerns, affected its stock price.
What is the significance of the OpenAI data center project for Oracle?
The project is important because OpenAI is a major customer, and building these data centers supports Oracle's growth in cloud computing.
Sources
Some Oracle data centers for OpenAI reportedly delayed to 2028 from 2027
CNBC Television
CNBC Television
CNBC's Seema Mody reports the latest news surrounding Oracle's data centers.
D.A. Davidson's Luria reacts to delays in some Oracle data centers for OpenAI
CNBC Television
CNBC Television
Gil Luria, head of tech research at D.A. Davidson, joins 'Money Movers' to discuss the latest news on Oracle, including reports that some of its OpenAI data centers are now expected in 2028 rather than 2027.
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide
CNBC
CNBC
Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027. An Oracle spokesperson did not specify a timeline for turning on cloud computing infrastructure for OpenAI.
Oracle says there have been 'no delays' in OpenAI arrangement after stock slide.
CNBC Television
CNBC Television
CNBC's Seema Mody reports on news regarding Oracle.
Why Oracle Stock Plunged More Than 12% This Week
The Motley Fool
The Motley Fool
While Oracle topped Wall Street's earnings expectations, it fell short of revenue targets, and its surging capital expenditures are making shareholders uneasy. Broadcom added to the market's anxiety on Thursday with an earnings release showing its margins are contracting.
Oracle stock tank after reported delays to OpenAI data-center expansion
Invezz
Invezz
Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028.
Oracle's $300B AI Bet Becomes Bubble Barometer
Bloomberg Markets and Finance
Bloomberg Markets and Finance
Oracle Corp. has pushed back the completion dates for some of the data centers it's developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not...
Oracle may underperform compared to other large cap AI stocks in 2026, says Deep...
CNBC Television
CNBC Television
Gene Munster, Deepwater Asset Mgmt. Managing Partner, joins 'Fast Money' to talk Oracle shares slidding as the air comes out of the AI trade.
'Fast Money' traders talk report Oracle is delaying data centers
CNBC Television
CNBC Television
The 'Fast Money' traders talk report Oracle is delaying data centers.
Related Posts
Other News
Corporate Moves
View All
Disney to Invest $1 Billion in OpenAI and License Characters for Use in AI Video Tools
Dec 11, 2025
DIS
+0.13%
The Walt Disney Company has announced a $1 billion equity investment in OpenAI. This agreement marks a significant expansion in Disney's use of artificial intelligence technology.
As part of a three-...
Coca-Cola Names Henrique Braun as Next CEO, Succeeding James Quincey in 2026
Dec 11, 2025
KO
+2.04%
The Coca-Cola Company has announced that Henrique Braun, currently the Chief Operating Officer (COO), will become its next Chief Executive Officer (CEO) in March 2026. Braun will take over from James...
GE Vernova Doubles Dividend, Increases Buyback, and Raises Financial Outlook
Dec 10, 2025
GEV
-4.61%
GE Vernova announced that it is doubling its quarterly dividend to $0.50 per share, up from the previous $0.25. The increased dividend will be paid on February 2, 2026, to shareholders who own the sto...
Product Launches
View All
Rivian Unveils In-House AI Chip and Advanced Driver-Assistance Technology
Dec 11, 2025
RIVN
+12.11%
Rivian announced several new developments at its first Autonomy & AI Day, including the release of its first custom computer chip for self-driving technology and a new paid driver-assistance feature....
Eli Lilly's New Obesity Drug Shows Significant Weight Loss and Pain Relief in Key Trial
Dec 11, 2025
LLY
+1.8%
Eli Lilly announced that its next-generation obesity drug, retatrutide, helped patients lose an average of 28.7% of their body weight in a late-stage clinical trial. This result surpasses the weight l...
Amazon Unveils New AI Chips and Tools to Boost Cloud Capabilities
Dec 2, 2025
AMZN
-1.78%
Amazon Web Services (AWS) has introduced new artificial intelligence (AI) chips and software tools aimed at improving the performance and reliability of its cloud computing services.
A key highlight...
Regulatory Actions
View All
Reddit Files Lawsuit Against Australia's Under-16 Social Media Ban
Dec 12, 2025
RDDT
-3.75%
Reddit has filed a lawsuit in Australia's highest court to challenge a new law that bans people under 16 from using social media platforms. The law, which recently came into effect, requires platforms...
Disney Sends Cease-and-Desist Letter to Google Over Alleged AI Copyright Infringement
Dec 11, 2025
DIS
+0.13%
GOOGL
-1.01%
Disney has sent a cease-and-desist letter to Google, accusing the technology company of using Disney's copyrighted materials to train its artificial intelligence (AI) models without permission.
Disne...
President Trump Calls for CNN to Be Sold in Any Warner Bros. Discovery Deal
Dec 11, 2025
WBD
+1.66%
President Donald Trump has publicly stated that he wants CNN to be sold as part of any deal involving its parent company, Warner Bros. Discovery. Trump expressed that he opposes Warner Bros. Discovery...
Earnings
View All
RH Shares Rise After Mixed Third-Quarter Earnings Report
Dec 12, 2025
RH
+5.67%
RH, the home furnishings retailer, reported its financial results for the third quarter of fiscal 2025. The company posted revenue of $884 million, which was slightly higher than Wall Street estimates...
Broadcom Reports Strong Earnings and Forecasts AI Chip Sales Surge
Dec 11, 2025
AVGO
-11.43%
Broadcom announced better-than-expected earnings and revenue for the fourth quarter, driven by strong demand for its artificial intelligence (AI) chips. The company's revenue reached $18.02 billion, u...
Lululemon Shares Jump After Strong Q3 Earnings and CEO Succession Announcement
Dec 11, 2025
LULU
+9.6%
Lululemon Athletica Inc. reported strong financial results for the third quarter, with revenue reaching $2.6 billion. This was a 7% increase compared to last year and was higher than analysts' expecta...
Stock Movements
View All
Oracle Stock Falls Amid Reports of Data Center Delays for OpenAI
Dec 12, 2025
ORCL
-4.47%
Oracle shares dropped sharply this week, declining more than 12%, after reports surfaced that some of its data centers for OpenAI may be delayed until 2028 rather than being completed in 2027. This ne...
Fermi Shares Plunge After Major Tenant Cancels $150 Million Funding Deal
Dec 12, 2025
FRMI
-33.84%
Shares of Fermi Inc., a company focused on building AI-powered energy infrastructure and data centers, fell by around 40% on Friday. The sharp drop came after Fermi announced that its first major pote...
Cannabis Stocks Surge After Reports of Federal Policy Shift Under Trump
Dec 12, 2025
WEED
+52.87%
ACB
+19.04%
CRON
+14.83%
TLRY
+44.13%
Shares of cannabis companies soared after reports emerged that U.S. President Donald Trump plans to significantly ease federal restrictions on marijuana. Outlets including the Washington Post and Axio...
Economy
View All
US Stocks Trade Steadily Ahead of Federal Reserve Decision
Dec 10, 2025
US stock markets are trading mixed and steady as investors wait for the latest decision from the Federal Reserve. Key indices like the S&P 500 and Dow Jones are showing small declines, while the Nasda...
US Stock Market Holds Steady as Investors Await Key Inflation Data
Dec 5, 2025
The S&P 500 inched up by 0.15% as US stock market indexes remained close to their record highs. This comes as investors await a key inflation report, the Personal Consumption Expenditures (PCE) index....
ADP Report: Private Sector Lost 32,000 Jobs in November, Wages Up 4.4% Over Year
Dec 3, 2025
According to the November ADP National Employment Report, private sector employment in the United States decreased by 32,000 jobs. This data was compiled by ADP Research in collaboration with the Stan...
Analyst Ratings
View All
Analysts Predict Further Gains for S&P 500 Despite Short-Term Jitters
Dec 12, 2025
The S&P 500 recently ended at 6,886, showing positive momentum as it stayed above major moving averages. However, futures dipped following Oracle's revenue miss and a warning about rising artificial i...
Oppenheimer Sets Highest S&P 500 Target for 2026, Citing Strong Economy and Profits
Dec 8, 2025
Oppenheimer has set the highest Wall Street target for the S&P 500 in 2026, predicting the index could reach 8,100. The firm attributes its optimism to a strong U.S. economy and continued growth in co...
Morgan Stanley Downgrades Tesla Stock, Leading to Share Price Drop
Dec 8, 2025
TSLA
+2.7%
Morgan Stanley has downgraded its rating on Tesla stock, shifting it from 'Overweight' to 'Equal-weight.' The move was made as the bank assigned a new analyst, Adam Jonas, to other coverage areas, and...
Mergers & Acquisitions
View All
Netflix Makes $72 Billion Bid to Acquire Warner Bros. Discovery Amid Industry Shakeup
23 hours ago
NFLX
+1.17%
Netflix has announced plans to acquire Warner Bros. Discovery in a deal valued at $72 billion. If successful, the acquisition would add Warner Bros.'s popular content, including its studios and HBO Ma...
Pfizer Signs $2.1 Billion Deal with YaoPharma for Experimental Obesity Pill
Dec 9, 2025
PFE
+0.19%
Pfizer has entered into an exclusive global collaboration and license agreement with YaoPharma, a subsidiary of Shanghai Fosun Pharmaceutical. The deal could be worth up to $2.1 billion and focuses on...
Netflix to Acquire Warner Bros. Discovery's Studio and Streaming Businesses in $72 Billion Deal
Dec 9, 2025
NFLX
+1.17%
WBD
+1.66%
Netflix has agreed to buy the studio and streaming businesses from Warner Bros. Discovery for $72 billion. The deal includes HBO Max and Warner Bros. studio operations.
To fund the acquisition, Netfl...
IPO
View All
Wealthfront Raises $485 Million in Nasdaq IPO, Valued at $2.63 Billion
Dec 12, 2025
Wealthfront, a digital wealth management company, has raised $485 million through its initial public offering (IPO). The company priced its shares at $14 each, selling a total of 34,615,384 shares on...
Navan Raises $923 Million in IPO Amid US Government Shutdown
Oct 30, 2025
NAVN
+4.53%
Navan, a business travel and expense management company, has completed its initial public offering (IPO) by selling 36,924,406 shares of its Class A common stock at $25 per share. The IPO raised appro...
Beta Technologies Launches IPO, Aiming to Raise Up to $825 Million
Oct 16, 2025
BETA
-4.36%
Beta Technologies, a company that makes electric aircraft, has set the terms for its initial public offering (IPO) in the United States.
The company plans to offer 25 million shares of its Class A co...
