Meta and Oracle are both investing tens of billions in AI infrastructure, but neither is seeing quick cash flow payback. Oracle reported a $664 billion backlog and strong cloud growth but had negative free cash flow of $5 billion due to $28.5 billion in capital expenditures. Meta's revenue rose nearly 28%, yet its free cash flow dropped over 90% amid soaring costs and heavy AI spending. Oracle focuses on renting AI compute capacity with long-term contracts, while Meta integrates AI to boost ad revenue and margins. Investors currently favor Meta due to its existing cash-generating ad business, while Oracle's valuation suffers from concerns over its funding gap and slow cash conversion. The key for both will be when their AI investments start turning into positive free cash flow and sustained revenue growth.
Meta Platforms trades at USD 689.32 with a 1.03% gain, showing some investor confidence despite heavy AI spending. Oracle Corporation is priced at USD 150.82, up 0.16%, with a market cap of $455.34 billion as of Sep 18, 2026 18:31 WIB. On Pluang, Meta sees 74% sell orders, while Oracle has 62% buy orders, indicating differing investor sentiment toward their AI investment strategies.
Microsoft is ending its contract to rent AI computing capacity from Oracle, citing Oracle's use of older Nvidia GPUs that no longer meet its needs. Oracle disputes the impact, stating that even its older GPUs command a premium and are in high demand,...
Microsoft is ending its AI cloud contract with Oracle, causing Oracle's stock to drop as much as 5.2% before a slight recovery. This deal, started in 2023, involved Microsoft renting Oracle's server capacity for AI-powered Bing, but Microsoft is now ...
Oracle will hold its 2026 Annual Meeting of Stockholders on November 18, 2026, at 9:00 a.m. Central Time. The meeting will be conducted virtually via a live audio webcast, allowing shareholders as of September 21, 2026, to participate and vote. Guest...
Microsoft is ending its agreement to rent artificial-intelligence computing capacity from Oracle, according to a Bloomberg report. This move has put pressure on Oracle's shares as it signals a shift in Microsoft's cloud AI strategy. The termination o...
Bond yields for AI data center builders like CoreWeave have surged above 16%, reflecting investor concerns over rising financing costs amid political challenges and tighter credit conditions. Credit default swap costs have increased for major AI-link...
