Browsing Tag
Hilary Maxson
3 posts
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.