Oracle’s Big $50 Billion Bet: Bold Bid for AI Leadership or Setup for Epic Collapse?

Oracle’s Big $50 Billion Bet: Bold Bid for AI Leadership or Setup for Epic Collapse?

Quick Read Oracle (ORCL) plans to raise $40B to $50B to expand cloud infrastructure for major AI customers including Meta, Nvidia and OpenAI. Oracle’s remaining performance obligations surged to $523B. This represents roughly 8.5 times annual revenue. Oracle’s trailing free cash flow turned negative at $13B as capital expenditures soared past operating cash flow. Are you ahead, or behind on retirement? SmartAsset's free tool can match you wi…

Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus

New York, Feb 3, 2026, 17:48 ET — After-hours Oracle shares slipped 3.4% to close at $154.67 on Tuesday, hitting a low of $151.92 earlier in the session amid a flood of financing filings and a negative mood in large-cap tech stocks. Trading volume reached roughly 40.6 million shares. (Investing.com) On Feb. 1, the company announced plans to raise between $45 billion and $50 billion in 2026. About half of that will come from equity and equity-lin…

Oracle’s $50 Billion AI Infrastructure Gambit Signals Seismic Shift in Enterprise Cloud Computing

Oracle Corporation has unveiled plans for a staggering $50 billion investment in artificial intelligence infrastructure over the coming years, marking one of the most ambitious capital deployment strategies in enterprise technology history. This massive commitment underscores the intensifying competition among cloud providers to capture the burgeoning AI workload market, where training and deploying large language models requires unprecedented c…