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Oracle's AI datacenter splurge gives investors the capex jitters

Q4 sales climbed 21%, but Wall Street more interested in $70B buildout bill

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Oracle's AI datacenter splurge gives investors the capex jitters

Oracle aumenta capex a $70B per AI datacenters (incluso $300B OpenAI); azioni crollano nonostante vendite Q4 +21%. Per CTO: capex massiccio + free cash flow negativo richiedono finanziamento aggressivo. Sostenibilità vendor diventa fattore nelle scelte di stack.

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martedì 9 giugno 2026·cryptobriefing.com
Oracle reports Q4 results today with cloud and AI commentary in focus
Oracle reports Q4 FY2026 earnings today with analysts expecting $19.1 billion in revenue. Cloud growth, AI infrastructure demand, and $553B backlog in
mercoledì 10 giugno 2026·channelnewsasia.com
Oracle's AI spending blows past estimates, raising worries over growing debt
June 10 : Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in…

Oracle's AI datacenter splurge gives investors the capex jitters

Confronto fonti

Oracle's AI datacenter splurge gives investors the capex jitters

Timeline cronologica

Oracle reports Q4 results today with cloud and AI commentary in focus

Oracle's AI spending blows past estimates, raising worries over growing debt

Oracle's AI spending blows past estimates, raising worries over growing debt

Oracle's stock slides after earnings as AI costs spook investors, dragging crypto lower

Oracle's AI investments spook investors despite another impressive earnings and revenue beat - SiliconANGLE

Oracle Upsets the Market With Even More AI Spending and Debt Issuance

Oracle shares tumbles 12% as hefty AI spending, debt plans spook investors

Oracle's revenue narrowly beats amid worries over debt-fueled AI buildout

Oracle's AI spending for 2026 exceeds forecast, raising worries over growing debt

Oracle's stock slides after earnings as AI costs spook investors, dragging crypto lower

Oracle's AI investments spook investors despite another impressive earnings and revenue beat - SiliconANGLE

Oracle Upsets the Market With Even More AI Spending and Debt Issuance

Oracle's AI spending blows past estimates, raising worries over growing debt - The Economic Times

Oracle spent $55.7B on data centres, plans to raise $40B more

Explained: Why Oracle shares crashed 10% in extended trading despite earnings beat

Oracle's AI spending exceeds estimates, raises debt concerns that ripple into crypto markets

Oracle's data center spending worries investors

Oracle Wants To Spend Big For AI, Stock Drops - Oracle (NYSE:ORCL)

Oracle's AI backlog explodes to $638B, up 363% year-over-year, but investors aren't celebrating

Oracle's AI datacenter splurge gives investors the capex jitters

Oracle stock drops 10% after $20 billion raise even though earnings beat expectations

Oracle shares tumbles 12% as hefty AI spending, debt plans spook investors

Oracle shares slide as hefty AI spending, debt plans spook investors

Oracle's stock faces worst decline in 25 years amid AI spending backlash

Oracle Shares Slide As It Raises More Money | Silicon UK Tech