Oracle Corp. (NYSE:ORCL) stock rose almost 2% Tuesday, weeks ahead of its latest earnings report, as investors returned to mega-cap technology stocks despite lingering concerns about the company’s aggressive AI infrastructure spending.
Oracle’s AI Buildout Keeps Cash Flow In Focus
Technology stocks gained 0.9%, while the S&P 500 rose 0.3%, helping Oracle outperform both the sector and broader market.
Investor attention remains centered on the scale of Oracle’s AI infrastructure expansion and its potential impact on cash flow.
Oracle has guided to capital expenditures of up to $95 billion in fiscal 2027, while future data center lease commitments have been cited at roughly $260 billion alongside negative free cash flow.
