Oracle's AI spending bill keeps growing: Capex could hit $100 billion as Stargate expands

Oracle Corp ORCL stock slid on Friday as investors grew more cautious about the company’s debt-funded AI infrastructure ...
Insider Monkey

Dan Niles Says Oracle (ORCL)’s AI Capex to Decline

We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...
International Financing Review

Oracle takes bottom-up approach to funding 2026 capex

Amid an unprecedented AI-focused borrowing binge, Oracle became the first of the hyperscalers to blink on the public equity side, raising US$5bn from the sale of a mandatory convertible preferred, ...
Seeking Alpha

Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue

Oracle has sold off more than 40% from recent highs, driven by concerns over higher capex, credit risk, and the timing of revenue realization from RPO. Despite robust RPO growth of 437.8% YoY in ...