Oracle’s AI Capex Shock: Why S&P 500 Tech Margins Are Back Under Pressure
Oracle’s $638B RPO and -$23.7B FY26 FCF flag an AI capex squeeze as IT drives 31% of S&P 500 earnings. Margins face pressure unless monetization accelerates.
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Oracle's massive capital raise highlights its strategic pivot towards AI-driven cloud expansion, posing leverage risks and shareholder dilution. The post Oracle expects to raise $40B through debt and equity financing in FY 2027 appeared first on Crypto Briefing.
Read full articleOracle’s $638B RPO and -$23.7B FY26 FCF flag an AI capex squeeze as IT drives 31% of S&P 500 earnings. Margins face pressure unless monetization accelerates.
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Oracle has reported stronger fiscal fourth-quarter earnings and revenue than analysts expected. The company also raised its full-year profit outlook, while keeping its fiscal 2027 revenue target unchanged. However, Oracle shares fell 5% in extended trading after the company detailed…
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The database group’s full-year capital expenditure rose to $55.7bn
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