BREAKING
Oracle Sinks 19%, Worst Since 2001
0
B
FY26 Revenue
0
%
YoY Growth
0
$
Adjusted EPS
0
B
Backlog
0
B
FY26 Capex
0
B
FY27 Capex Outlook
0
B
New Funding
0
B
FY26 Free Cash Flow
From Strong Report to Selloff
1
Earnings beat
↓
2
Huge AI capex
↓
3
New debt plan
↓
4
Stock slumps
Backlog Strength vs Debt Risk
Bull Case
●
Record $638B backlog
●
AI contracts to execute
●
Stable cloud supply
Bear Case
●
Debt over $124.7B
●
OpenAI reliance
●
Thin GPU rental margins
Path to AI Payback in Focus
AI NEWS BLITZ
Oracle shares dropped 19% in a week, the worst stretch since the 2001 dot-com bust.