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%, driven by high GPU usage, but its software revenue declined. Microsoft, with a stronger cash flow and 43% Azure growth, maintains a steadier funding profile. Oracle’s success hinges on its disruptive neutrality strategy and the delivery of new AI systems, while Microsoft focuses on sustaining its forecasted growth. Investor confidence varies as Oracle’s stock fell 28% over six months, contrasting with Microsoft’s 26% rise, reflecting differing financial strategies and risk profiles.
Oracle's market cap stands at $391.46 billion as of Oct 22, 2026, 18:12 WIB, with a dividend yield of 1.55%, reflecting its ongoing investment in AI cloud infrastructure. On Pluang, Oracle trades at USD 125.47 with a 1-day decline of 2.81%, while Microsoft, with a much larger market cap of $3.96 trillion and a lower dividend yield of 0.74%, trades at USD 527.98, down 0.93% for the day. Oracle's typical hold time on Pluang is 74 days, shorter than Microsoft's 143 days, indicating different investor engagement levels amid their contrasting growth and funding strategies.
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...
TD Cowen analyst Michael Elias suggests Nvidia might be supporting Oracle's financing for its AI data centers by providing credit guarantees or subleasing data center buildings, helping Oracle secure lender funding despite its cash flow challenges an...
Southwest General hospital in Ohio is expanding its use of Oracle Health and Oracle Fusion Cloud Applications to integrate clinical, financial, and operational data. This move aims to streamline workflows, reduce manual tasks, and enhance patient car...
