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Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Many major cloud companies have continued raising their AI spending forecasts as they race to build more data centers and expand AI capacity.

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businessinsider.comStai leggendo5 h fa

Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Oracle held its $90-95B capex guidance after $28.5B Q1 spending, defying competitors' forecast hikes. The 121% cloud revenue growth and 7% stock surge validate its alternative financing models (supplier financing, prepayments, BYOH), but planned layoffs signal tight margins amid massive debt for AI infrastructure.

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giovedì 10 settembre 2026·channelnewsasia.com
Oracle's quarterly revenue beats estimates as AI boom drives cloud demand
Sept 10 : Oracle topped Wall Street expectations for first-quarter revenue on Thursday and lifted its annual profit forecast, boosted by strong demand for its cloud computing…
giovedì 10 settembre 2026·channelnewsasia.com
Oracle tops estimates as AI demand tempers cash-burn fears
Sept 10 : Oracle topped Wall Street estimates for quarterly results on Thursday and reported a smaller cash burn than expected, offering investors confidence that its hefty AI…

Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Confronto fonti

Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Timeline cronologica

Oracle's quarterly revenue beats estimates as AI boom drives cloud demand

Oracle tops estimates as AI demand tempers cash-burn fears

Oracle's quarterly revenue beats estimates as AI boom drives cloud demand

Oracle surges 7% after beating earnings expectations with $30B in new AI cloud contracts

Oracle earnings report: Oracle tops estimates as AI demand tempers cash-burn fears - The Economic Times

Oracle's stock moves higher on surging cloud infrastructure revenue growth - SiliconANGLE

Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt

Oracle revises FY 2027 revenue expectations to at least $90B

Oracle confirms no impact on capital raising plans amid AI growth

Oracle Rises After Cloud Revenues Beat Thanks To Massive CapEx, Soaring Debt

Oracle surges 7% after beating earnings expectations with $30B in new AI cloud contracts

Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Oracle's stock moves higher on surging cloud infrastructure revenue growth - SiliconANGLE

Oracle earnings report: Oracle tops estimates as AI demand tempers cash-burn fears - The Economic Times