Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

The hyperscaler dollar financing raid bond market participants have been expecting started this week with a $25bn deal from ...

Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money to transform itself into an alternative to driving to Wal-Mart? Or, better ...

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Oracle is expected to blow through US$23.6bn of free cashflow in its fiscal year ended May 31, 2026, another US$21.4bn in fiscal 2027, and US$17.9bn in fiscal 2028, as capex grows from US$50bn to ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below ...

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive ...

Oracle beat Wall Street's earnings targets but missed the Street's revenue projections. The company is relying on expensive debt to fund its substantial -- and growing -- capital expenditures, making ...