金色财经|12月 11, 2025 10:31
[Oracle's Stock Drops Nearly 12% Pre-Market Amid Concerns Over Aggressive AI Investments]
According to a report by Golden Finance, Oracle (ORCL.N) saw its stock drop nearly 12% pre-market on Thursday due to revenue falling short of expectations and the company's announcement of an additional $15 billion in data center spending to meet AI demands. Last quarter's revenue was $16.1 billion, a 14% year-over-year increase but below analysts' expectations. The company has raised its capital expenditure forecast for this fiscal year by 40% to $50 billion, while long-term debt has climbed to $99.9 billion. Investors are concerned about Oracle's large-scale borrowing and spending to meet the demands of AI companies like OpenAI, questioning its short-term return prospects. Morgan Stanley predicts Oracle's net debt will reach approximately $290 billion by 2028.
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