L.Lim
12-13 16:40

$Oracle(ORCL)$  I don't look favourably at them doing well. The AI field was already saturated and they tried to step in with their inorganic friendliness with the US president (who is a fair weathered friend most of the time, willing to throw anyone under the bus).

They seem to have a serious problem of making their huge expenditure produce any viable results, with news constantly stating that they are burning through cash that they raised etc.

That is extremely callous behaviour for a company so big, and should be punished for their haughty attitude to it all. Having president trump as their crutch really seems to give them a poor read of their true ability to compete. Truly a case of a company not staying in their own lane and being burned all over for the terrible calls made by the people on top.

Oracle Deepens AI Anxiety: Will It Accelerate the Sell-Off?
Oracle reported its fiscal Q2 2026 results after the market closed on Wednesday, with revenue and cloud revenue both falling short of analyst expectations. The company also posted –$10 billion in free cash flow for the quarter. At the same time, Oracle raised its full-year capital expenditure guidance, saying it now expects to spend about $15 billion more than previously planned. These updates triggered a sharp reaction in the market — Oracle’s share price plunged more than 10%.
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