Oracle to offer $10 billion in bonds

Stephens upgraded Oracle to Overweight, setting a $213 price target, a 63% increase from Friday's close. The firm expects positive free cash flow by fiscal 2028 and capped new fundraising at $20 billion through fiscal 2030. Oracle's stock closed at $130.68 on Friday, down 50% from its year-ago high. Analysts expect earnings to jump in fiscal 2028, but OpenAI's share of Oracle's backlog remains a risk.

Oracle (ORCL) raised $20 billion in debt and equity, despite earlier pledges to limit fundraising. Its stock fell 6.5% on the news, erasing gains from last week's investor day. The company has lost over half its value in the past year. Oracle's debt levels and borrowing costs are higher than peers like Microsoft (MSFT) and Apple (AAPL).

Oracle (ORCL) shares dropped 7% after announcing a $20B stock and bond sale to fund AI investments. The company plans to use the $20B cap on new raises through fiscal 2030, which had previously boosted its stock. Analysts remain divided on Oracle's strategy and future cash flow prospects, with some upgrading the stock while others express concerns about dilution and debt levels.

Oracle (NYSE:ORCL) stock fell 6.9% after announcing a $20 billion raise via new shares and bonds. The funds will support capital spending, debt repayment, and future investments. The company had previously signaled a potential $20 billion raise by 2030. Investors reacted negatively despite the prior guidance.

Oracle plans to raise $20 billion via stock and bond offerings to fund AI and cloud infrastructure expansion. Marvell to acquire Lumentum for $115 billion in an all-stock deal. Alphabet shares fell 12.6%, erasing $482 billion in market value.

Oracle plans to raise $20B via bond and share sales for AI and cloud expansion, per regulatory filings. Shares fell 6% on the news. Funds will support capital spending, debt repayment, and acquisitions. The company aims to triple revenue by fiscal 2030 and cap AI financing at $20B through 2030.