The $70 Billion Question Dividing Apple and Oracle Investors
1 Articles
1 Articles
The $70 Billion Question Dividing Apple and Oracle Investors
Apple shares have climbed steadily through much of 2026. Oracle’s have tumbled. The contrast strikes anyone tracking big tech this year. One figure stands out in earnings calls and investor notes. It captures why the two companies face such different fates on Wall Street. That number? Roughly $70 billion. Oracle plans to pour that much into capital expenditures this fiscal year. Much of it builds data centers and infrastructure for artificial in…
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