Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
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Oracle’s debt mountain grows: $56 billion in new borrowing as cash flow turns deeply negative

Oracle’s Debt Crisis Deepens: Oracle debt spikes $56 billion as cash flow turns negative, raising investor alarms. The tech giant borrowed aggressively to fund its AI and cloud expansion. Free cash ...
The Motley Fool

Oracle's Killing It in the Cloud, but Free Cash Flow Is Suffering

Oracle's cloud infrastructure business is booming, and the company recently scored a big win with the U.S. Department of Defense. Growing the cloud business has required a dramatic increase in capital ...

Oracle: Providing The Leading Cloud Infrastructure For The Generative AI Era

Oracle (ORCL) poised for growth as OCI fuels revenue. Learn why analysts call it a buy and how cloud transformation offers a ...