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.
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Oracle reported a record cloud quarter with $19.345 billion revenue, 121% cloud growth, and a $664 billion backlog including $30 billion in new AI contracts. Despite this, its stock fell due to concerns over negative free cash flow and high capital e...
Oracle reported a strong quarter with revenue growth of nearly 30% and a surge in cloud infrastructure revenue, yet its shares fell due to concerns over high capital expenditures and increased debt. Despite the selloff, Wall Street analysts remain bu...
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