$Oracle(ORCL.US)Oracle's stock fell after announcing aggressive spending plans for fiscal year 2027, projecting net capital expenditures around $70 billion to support AI demand. The company reported fourth-quarter revenue of approximately $19.18 billion, a 21% year-over-year increase, exceeding estimates, with adjusted earnings of $2.11 per share.
Oracle anticipates strong cloud revenue growth and plans to raise around $40 billion through debt and equity financing, while also recently partnering with OpenAI to enhance AI deployment for enterprises. While this remains as short term pain for investors, a partial entry here could present a strategic opportunity in the long term when their backlog finally comes through and they stop taking on so much debt. @Bridge Buzz SG
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