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Oracle’s AI Ambition Under Fire | Durham News
Oracle’s stock is plummeting, down 62% from its peak, as analysts warn the company’s AI infrastructure build-out could outstrip its financial capacity. CLSA, with a “Hold” rating and a low $145 price target, highlights the risk: Oracle needs $400 billion in outside funding to scale cloud revenue to 75% by 2030 — a move that could deepen its $167 billion debt load, strain cash flow, and hike interest costs. Even Oracle admits the strain, adding cautionary language to filings. Notably, Michael Burry is betting against it. While Oracle boasts a massive $638 billion order backlog and strong cloud…
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