Oracle Corporation faces valuation pressure after raising its FY 2026 capex guidance by $15 billion without a corresponding growth uplift, fueling ROI and AI funding concerns. ORCL delivered 433% y/y ...

Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...

Nvidia (NASDAQ:NVDA), Oracle (NYSE:ORCL) and Broadcom (NASDAQ:AVGO) are the companies that are “most at risk” if the artificial intelligence capex spending cycle slows down, Marko Kolanovic, former ...