Discussion

• @dowdedward Edward Dowd on x

  Markets suddenly not rewarding AI capex acceleration. This is a change. $ORCL

• @chafkin Max Chafkin on x

  what happened in 2001 i forget [image]

• @zephyr_z9 @zephyr_z9 on x

  ORACLE went from a hyperscaler to a REIT now 🤨🤨

• @zerohedge @zerohedge on x

  That's a lot of private debt (not to mention off balance sheet debt for the operating leases). [image]

• @faisalislam Faisal Islam on x

  Worth watching tech giant Oracle - after hours trading share price down 11.5% after a miss on Wall St expectations of revenue growth... its lost a third of its value since late September peak - now trading below $200 having peaked above $300 ... amid some AI bubble concerns [imag…

• @spencerhakimian Spencer Hakimian on x

  🚨BREAKING: Oracle COLLAPSES after its TERRIBLE earnings report. AI hype fading? [image]

• @beth_kindig Beth Kindig on x

  Oracle's $ORCL IaaS revenue accelerated from 55% to 68% YoY in Q2, with revenue of $4.1 billion in Q2. Total Cloud revenue was $8.0 billion, accelerating from 28% to 34% growth. [image]

• @samsolid57 Sam Badawi on x

  Dear Larry, Please don't ruin this for for the rest of us. $ORCL [image]

• @stocksavvyshay Shay Boloor on x

  $ORCL RPO growth is absolutely wild. Oracle is taking on the most aggressive capex plan in the industry & building a data-center footprint that looks oversized relative to its revenue base but if OCI actually earns a seat in the AI economy the upside is absurd. [image]

• @stocksavvyshay Shay Boloor on x

  $ORCL is like a teenager in a growth spurt buying clothes two sizes too big. It feels awkward right now but it's exactly what they need because they know they're about to grow into something much bigger.

• @thetranscript_ @thetranscript_ on x

  Oracle CEO: “We are more than halfway through building 72 Oracle Multicloud datacenters to be embedded throughout the Amazon, Google and Microsoft clouds.” $ORCL: -6% AH [image]

• @levynews Ari Levy on x

  Oracle reports 438% growth in RPOs Stock falls 11% Margins matter https://www.cnbc.com/...

• @beth_kindig Beth Kindig on x

  Oracle $ORCL reported 15% QoQ growth to $523 billion in RPO in FQ2, driven by new commitments from Meta $META, Nvidia $NVDA and others. [image]

• @danielnewmanuv Daniel Newman on x

  $ORCL is tricky short term but long term I believe it is making the right investments. AI is the critical path. Oracle has to do what it's doing even if it means short term volatility. [video]

• @jessecoheninv Jesse Cohen on x

  Futures are down big time thanks to Oracle's weak earnings. $ORCL $SPY Is the Santa Rally canceled? [image]

• @danielnewmanuv Daniel Newman on x

  $ORCL OpenAI risk is overblown. Demand will shift even if OpenAI falters. The RPO id impressive and we see Oracle's investments as existential to its long term viability. 👏🏻

• @mattzeitlin Matthew Zeitlin on x

  oracle's capital expenditures — which are largely data centers — went up $3.5 billion in the last three months and were almost $4 billion more than what wall street expected [image]

• @beth_kindig Beth Kindig on x

  Oracle CTO Larry Ellison: “We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers. Of course, we will continue to buy the latest GPUs from Nvidia, but we need to be prepared and able to deploy whatever chips our customers

• @ericjhonsa Eric Jhonsa on x

  After adding $68B in RPO in FQ2, $ORCL is raising its FY26 (ends May '26) capex guide by $15B to $50B and its FY27 revenue guide by $4B to $89B. FQ3 sales and EPS guide is in-line. Stock is nonetheless down 10% AH for now. (transcript via Quartr) [image]

• @thexcapitalist @thexcapitalist on x

  $ORCL is exposed to massive concentration risks.. It has $125 billion debt, of which $25 billion is due in three years. Meanwhile, FCF is already negative, and its largest customer, OpenAI, needs to raise $207 billion by 2030 to meet its obligations. Doesn't look good... [image]

• @kakashiii111 @kakashiii111 on x

  Oracle: “... customers may bring their own chips to be installed in our data centers and suppliers who may lease their chips rather than sell them...” If you were wondering about the Nvidia and Oracle cloud deal.

• @ericjhonsa Eric Jhonsa on x

  A 10% AH drop on numbers like these (for a stock that was already well off its highs) would've been unthinkable during the Dot-com bubble. Night-and-day difference in terms of investor skepticism, even though you have major capacity shortages today vs. gluts back then.

• @thetranscript_ @thetranscript_ on x

  $ORCL Oracle CFO: “Remaining Performance Obligations (RPO) increased by $68B in Q2—up 15% sequentially to $523B—highlighted by new commitments from Meta, NVIDIA, and others” [image]

• @garethsoloway Gareth Soloway on x

  $ORCL earnings won't do anything to calm fears of a massive debt debacle lurking in AI.

• @realmeetkevin Meet Kevin on x

  🚨 Oracle crashes 11.36% after suggesting they need to increase CapEx spend $15b ➡️ If they stopped spending on investments today, it would take them 7 years of cashflow to payoff their ~$136 billion in debt. [image]

• @elerianm Mohamed A. El-Erian on x

  The current reaction to Oracle's earnings release—with the stock down some 11% in pre-market trading—illustrates investors' sensitivity to revenue shortfalls during periods of significant capex spending, particularly related to AI. (And this as the CDS spread has widened [image]

• @aleabitoreddit Serenity on x

  Oracle [ $ORCL ] earning results and its effect on the neocloud sector like $NBIS & $IREN: Oracle reported earnings with a beat on EPS and a record backlog but, dropped 12% after hours. Oracle is down 39.8% from September 11th highs and brought down the sector with it. Here's [im…

• @patientinvestt @patientinvestt on x

  Oracle currently carries $127B in debt, with $25B due within three years. Despite this, the company is free cash flow negative, reporting roughly -$13B over the past 12 months, and it's not expected to be FCF + before 2028! Are you kidding me? $ORCL [image]

• @iankmsmith.ft.com Ian Smith on bluesky

  Oracle slightly living down to investor worries over AI: higher than expected capex, lower than expected revenues.  —  Shares down in afterhours, @rafeuddin.ft.com reports  —  www.ft.com/content/3633...

• r/technology r on reddit

  Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave