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Here's Why Oracle Is Not the Next Nvidia
Summary by 247wallst.com
1 Articles
1 Articles
Here's Why Oracle Is Not the Next Nvidia
Quick Read Oracle (ORCL) issued $18B in bonds and secured a $38B loan to fund AI expansion. Interest payments now consume roughly 20% of quarterly net income. Oracle shares dropped 42% from their September high of $386 to $200 amid rising debt concerns and slower cloud revenue growth. AI capex will consume 94% of Oracle operating cash flow minus dividends and buybacks in 2025 and 2026. It sounds nuts, but SoFi is giving new active invest use…
·New York, United States
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Total News Sources1
Leaning Left0Leaning Right0Center1Last UpdatedBias Distribution100% Center
Bias Distribution
- 100% of the sources are Center
100% Center
C 100%
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