Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 billion by 2030, with the largest compute buyers on the planet—OpenAI, Meta, xAI ...
Oracle’s $2.26 EPS beat relied on a $2.7B one-time gain. Core earnings missed at $1.33 versus $1.64 expected. CapEx guidance jumped $15B to $50B for fiscal 2026. Free cash flow burned $10B for the ...
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