Oracle Corporation (ORCL)
Oracle's monster $25 billion debt financing points to anxieties around AI funding
Oracle plans to raise up to another $25 billion this year but said the sales would be either equity or equity-linked issuances.
Oracle: Heavy Capex To Boost Growth Even Higher
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 historical averages through 2029F, recovering post-2030F as data center ramp-up normalizes. Despite margin compression and debt risk, accelerating AI demand, SaaS portfolio growth, and multi-cloud strategy underpin a bullish long-term thesis.
What Oracle Has to Lose From OpenAI and Nvidia's Rocky Relationship
Nvidia's OpenAI pivot puts Oracle's accounting in the spotlight.
Oracle's Huge Bond Sale, Musk Eyes SpaceX and xAI Combo | Bloomberg Tech 2/2/2026
Bloomberg's Caroline Hyde discusses Disney's earnings lifted by record results in its parks division. Plus, Oracle kicks off a massive bond sale as the software giant looks to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity.
Oracle's credit default swaps are plummeting as financing plan boosts investor confidence
Oracle revealed plans to raise up to $50 billion in debt and equity to finance its massive data center commitments The company's 5-year credit default swaps fell 17% as the likelihood of a credit downgrade has been reduced, analysts say
Oracle buys time on AI ambitions with $50 bln financing plan: analysts
Oracle Corp's plan to raise up to $50 billion next year is landing as a relief trade for Wall Street, with analysts saying the financing move helps quiet fears about how the software giant will pay for the massive AI data-center buildout tied to customers such as OpenAI and Nvidia. Wedbush analyst Dan Ives said the fundraising effort signals Oracle (NYSE:ORCL) is “doubling down on its AI efforts” and should help lift a cloud that has hung over the stock in recent months.
Oracle Is Raising Billions to Fund Its AI Buildout. Today, Investors Are Cheering
Oracle plans to raise billions to fund its ambitious bets on AI and cloud computing. That has the stock rising today.
Oracle and Meta Took a ‘Give It to Me Straight' Tack on AI Spending. Google and Amazon Should Too.
Markets are punishing ambiguity and rewarding candor as tech giants spell out the true cost—and confidence—behind their AI investment plans.
Nvidia and Oracle are sending similar warning signs about the AI trade
Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.
Oracle plans up to $50B fundraising to expand cloud infrastructure
Oracle Corp (NYSE:ORCL, XETRA:ORC) announced plans to raise $45 billion to $50 billion in 2026 to finance the expansion of its Oracle Cloud Infrastructure business. The company said the fundraising is intended to support additional capacity to meet contracted demand from major customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI.
Oracle's Big $50 Billion Bet: Bold Bid for AI Leadership or Setup for Epic Collapse?
Oracle ( NYSE:ORCL ) announced on Friday that it expects to raise $45 billion to $50 billion in cash this year through a balanced mix of debt and equity financing.
Oracle shares fall as investors assess up to $50 billion AI funding plan
Oracle shares fell about 4% in premarket trading on Monday, after it outlined plans to raise $45 billion to $50 billion this year to expand its cloud infrastructure, fueling investor concerns about its rising debt load.
