Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below ...

オラクルは本日、画期的なAI中心型アプリケーション開発インフラストラクチャとなる、エンタープライズ向け生成開発（GenDev）を発表しました。この革新的な開発テクノロジーを活用し、開発者は洗練されたアプリケーションを迅速に生成し、AI駆動の自然 ...

Oracle’s ORCL increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

・オラクルの巨額AI投資とFCF赤字が深刻化し、信用格付け悪化の懸念が浮上。AIバブルの“初期亀裂”として市場全体の資金循環に影響する可能性が指摘されている。 ・設備投資の急増で負債と減価償却が膨張し、利益率は低下傾向。需要は強い一方、資本 ...

Amid an unprecedented AI-focused borrowing binge, Oracle became the first of the hyperscalers to blink on the public equity side, raising US$5bn from the sale of a mandatory convertible preferred, ...

Oracle faces a class action lawsuit from bondholders claiming the company misled investors. Wall Street analysts slashed price targets across the board over AI spending. Microsoft's earnings didn't ...