Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans despite concerns over increased interest costs and negative free cash flow. Oracle's Q2 FY2027 results in December will be crucial to validate the funding strategy and cloud revenue growth. Meanwhile, peers CoreWeave and Microsoft also saw gains, reflecting broader AI cloud market optimism.
As of Nov 04, 2026 00:02 WIB, Oracle's stock is trading at USD 125.66 on Pluang, up 5.51% in the last day, reflecting strong investor interest with 87% buy orders. Microsoft shares also gained 1.79% to USD 516.21, while CoreWeave rose 4.41% to USD 52.36. Oracle's market cap stands at $361.42 billion, highlighting its significant presence in the tech sector alongside Microsoft’s $3.77 trillion valuation.
Oracle Corporation has been upgraded to a Buy rating due to its discounted valuation and clarified capital requirements. Management expects $20 billion in external funding, positive free cash flow by the second half of fiscal 2028, and a net debt to ...
Oracle's stock has fallen 11.5%, but it is considered a buying opportunity due to its aggressive AI-related investments and expected free cash flow recovery starting in fiscal 2028. The company is currently managing high debt levels and lease obligat...
On November 2, three major AI investors—Alphabet, Oracle, and Meta—attempted to raise at least $36.7 billion in bond markets, with only $16.7 billion priced. Alphabet secured €6 billion at low spreads reflecting strong lender trust, while Oracle's $1...
Microsoft’s cautious approach to AI spending, funding growth with its own cash flow, has earned investor favor compared to peers like Alphabet and Oracle who borrow or issue stock to finance AI expansion. Microsoft’s capital expenditure cut was sligh...
Oracle committed to a $20 billion fundraising cap through 2030 but filed to raise the full amount within days, causing its stock to fall over 17%. The company plans to issue $10 billion in common stock and $10 billion in senior notes, using the entir...
