US EditionOracle Stock Is Trending Thursday: What's Going On? - Oracle (NYSE:ORCL)
Investor worries grow over Oracle's $300 billion AI data center deal with OpenAI amid rising debt, capex hikes, and tightening U.S. bank financing, says TD Cowen.
- This Thursday, Oracle Corp shares fell as much as 6.5% amid a broad AI-led sell-off with no company-specific explanation cited.
- After peers reported, traders sold other enterprise-software names, amplifying the sectorwide rout that hit Oracle following Microsoft's mixed results.
- Oracle's capital and valuation show RPO jumped 438% to $523 billion, with $37.5 billion in capex and $18 billion in bond issuance, while shares trade at about 31 times earnings.
- Despite downgrades, sell-side analysts trimmed price targets, while the consensus sits just over $300, implying roughly 72% upside for Oracle Corp .
- TD Cowen warns equity and debt investors question Oracle Corp 's financing for its OpenAI contract buildout requiring $156 billion, with options including 20,000–30,000 job cuts or selling Cerner.
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14 Articles
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Oracle Stock Is Trending Thursday: What's Going On? - Oracle (NYSE:ORCL)
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