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News
Thursday, December 11, 2025
What’s happening: Shares of Oracle Corp fell in after-hours trading on Wednesday, following the release of the company’s fiscal second-quarter results.
What happened: The software giant reported significantly better-than-expected earnings for the latest quarter.
Oracle failing to meet sales estimates and guiding to larger-than-expected capital expenditure weighed on the stock.
How were the results: The Austin, Texas-based company reported low double-digit growth in sales for its second quarter.
Why it matters: Oracle’s overall cloud revenues surged 24% in the latest quarter, while software revenues contracted by 3%.
The company’s profits were driven by a one-time pretax gain of $2.7 billion on the sale of its stake in chip designer Ampere Computing. CTO Larry Ellison said the divestment was made as the company moves to chip neutrality. Oracle no longer believes it is strategic to design, manufacture and use its own chips. Rather than competing with chipmakers, Oracle is forming partnerships with companies like Nvidia and Advanced Micro Devices (AMD).
“We are committed to Cloud Neutrality because we believe that our customers should be able to run their Oracle databases in any cloud they choose. That strategy is definitely paying off. Our Multicloud database business is our fastest-growing business — up 817% in Q2,” CEO Mike Sicilia said.
Oracle’s RPOs (remaining performance obligations) jumped 438% year-over-year to $523 billion by the end of the second quarter but came in below market estimates of $526 billion.
Management guided to total cloud revenue growth of 37%-41% for the fiscal third quarter. They projected total revenue growth of 16%-18% in constant currency terms, below market expectations of 19.4%.
The company also guided to adjusted profits of $1.64-$1.68 per share, below market estimates of $1.72 per share.
The company projected capex to reach $50 billion in fiscal 2026, much higher than its previous projection of $35 billion.
How shares responded: Oracle’s stock tumbled 11.5% to $197.30 in the extended trading hours on Wednesday following the release of quarterly results. The shares have jumped 34% year to date.
What to watch: Investors will continue monitoring the company’s plans to build massive AI cloud datacentres.
Context: The Canadian dollar slipped against the US dollar this morning as investors responded to the Bank of Canada’s interest rate decision.
Details: The Canadian dollar surged to a twelve-week high on Wednesday after the Federal Reserve announced a cut in its benchmark interest rate of 25 basis points. The hawkish tone maintained by the Bank of Canada also lent support to the CAD.
The BoC kept its target overnight rate unchanged at 2.25% at its recent meeting and reiterated that the decision was taken following the latest data releases, which showed GDP growing at an annualised 2.6% rate in the third quarter and the unemployment rate declining to 6.5% in November. The CPI inflation also eased to 2.2% in October.
A decline in the price for crude oil, one of Canada’s major exports, weighed on the loonie. WTI crude oil prices fell around 0.5% to $58.55 per barrel this morning.
Weakness in the US dollar lent some support. The US dollar index, which measures the greenback’s performance versus a basket of major peers, fell around 0.2% to 98.60 this morning.
The USD/CAD pair rose around 0.1% to 1.3805 this morning.
What to watch: Investors await the release of data on balance of trade (1730 UAE Time) from Canada today. Canada’s trade deficit, which rose to C$6.3 billion in August from C$3.8 billion in the previous month, is expected to narrow to C$6 billion in September.
Analysts expect Canada’s exports to rise to C$61.0 billion in September from C$60.6 billion in August, while imports are projected to rise to C$67.0 billion in September from C$66.91 billion in the previous month.
Other Markets: European indices closed mixed on Wednesday, with the FTSE 100 and STOXX Europe 600 up by 0.14% and 0.07%, respectively, and the DAX 40 and CAC 40 down by 0.13% and 0.37%, respectively.
Ukraine’s President Volodymyr Zelenskyy warned that Russia and China are stepping up their military-industrial cooperation. The news sent the USD/RUB pair higher in forex trading this morning.
The Hong Kong Monetary Authority cut its base rate by 25 basis points, exerting pressure on the USD/HKD forex pair.
Australia’s employment declined by 21,300 to 14.66 million in November, following a 41,200 gain in October. The latest reading missing market estimates of a 20,000 rise sent the AUD/USD pair lower in forex trading this morning.
Japan’s Business Survey Index for large manufacturers surged to 4.7% in the fourth quarter, from 3.8% in the previous quarter. This being the strongest reading this year exerted pressure on the USD/JPY forex pair.
UAE’s central bank cut its overnight deposit facility base rate by 25 basis points, in-line with the cut announced by the US Federal Reserve. The news sent the USD/AED pair lower in forex trading this morning.
South Africa’s gold production (1330 UAE Time), mining production (1330 UAE Time), building permits (1500 UAE Time) and manufacturing production (1500 UAE Time), Italy’s 3-year BTP auction (1410 UAE Time), 4-year BTP auction (1410 UAE Time) and 5-year BTP auction (1410 UAE Time), Turkey’s interest rate decision (1500 UAE Time) and foreign exchange reserves (1530 UAE Time), Brazil’s retail sales (1600 UAE Time) and business confidence (1800 UAE Time), Canada’s 2-year Bond auction (2100 UAE Time), US balance of trade (1730 UAE Time), initial jobless claims (1730 UAE Time), continuing jobless claims (1730 UAE Time), wholesale inventories (1900 UAE Time), EIA natural gas stocks change (1930 UAE Time), 4-week Bill auction (2030 UAE Time), 8-week Bill auction (2030 UAE Time), 15-year mortgage rate (2100 UAE Time), 30-year mortgage rate (2100 UAE Time) and 30-year bond auction (2200 UAE Time), as well as Argentina’s inflation rate (2300 UAE Time).
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