---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000959045.md"
description: "$Oracle(ORCL.US) just jumped 12% after telling Wall Street its AI cash burn ends in 2028$Oracle(ORCL.US) burned $23.7B of free cash flow last fiscal year, and analysts expect about $35B more this yearNow it's targeting positive free cash flow in the second half of fiscal 2028 and $30B+ in fiscal 2029The Investor Day targetsRevenue of $225B+ in fiscal 2030, up from $67.4B in fiscal 2026, more than 35% growth a yearNon-GAAP operating margin above 40% and EPS of $21+Capex peaks in fiscal 2027 and 2028, then steps downNew capital raises capped at $20B through fiscal 2030, split $10B equity and $10B debtThe stock is on pace for its best day since April, but it's still down about 25% in 2026 after AI debt fears crushed it$Oracle(ORCL.US) became the market's AI debt barometer, so this cash flow path matters for the whole AI infrastructure trade. The catch is that it all rides on 10+ gigawatts of capacity coming online on time and customers like OpenAI actually paying upSource: StockMarket.News"
datetime: "2026-10-28T20:18:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000959045.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000959045.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000959045.md)
author: "[StockMarket.News](https://longbridge.com/en/profiles/21806507.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US) just jumped 12% after telling Wal…


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- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
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## Comments (1)

- **Miraclez_girlz · 2026-10-29T07:19:50.000Z**: Classic 'trust me, growth is coming in a few years' play. Let's see if they can.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**