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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SpaceX IPO fixes a $135 price on a ~$75B base raise while S&P Dow Jones rejects fast‑track entry. Portfolio steps to handle a mega listing’s liquidity drain.
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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