Oracle's stock has fallen about 20% in 2026 due to heavy capital spending and negative free cash flow, while its cloud peers like Microsoft and Amazon have gained. Despite this, analysts remain optimistic, with an average price target implying a 52% upside and Guggenheim setting a high target of $400, betting on Oracle's growth in AI infrastructure and cloud services. The company's upcoming Q1 fiscal 2027 earnings report will be crucial to validate its cloud revenue growth guidance of 58% to 64%. Investors are watching closely to see if Oracle can convert its large backlog into revenue and manage capital expenditures effectively to support a potential rebound.
Meta Platforms is issuing a new class of non-voting shares to fund its heavy AI-related capital expenditures, indicating financial pressure and potential dilution for current shareholders. The company's shrinking free cash flow and capital spending n...
Oracle is aggressively funding its AI cloud infrastructure growth by selling stock, increasing debt, and relying on customer prepayments, aiming to compete with Microsoft’s cash-rich expansion. Oracle’s cloud infrastructure revenue surged 121%, drive...
Larry Ellison, co-founder of Oracle, pledged shares of Tesla and SpaceX as collateral to borrow funds for his son David Ellison's acquisition of Warner Bros. Discovery. The pledged shares include a significant portion of Ellison's Oracle holdings, wh...
Oracle's cloud backlog has surged past $664 billion, with cloud revenue now making up 60% of total sales, reflecting strong growth. However, the company reported a negative free cash flow of $5.4 billion last quarter and expects high capital expendit...
Shares of AI cloud providers Nebius and CoreWeave rose about 3% after Elon Musk called concerns about AI infrastructure overcapacity "ridiculous" during SpaceX's Q3 2026 earnings call. Musk emphasized strong demand for compute capacity, noting SpaceX...
