Oracle Corporation (ORCL)[Tv]

Key Events

• Oracle secured a landmark $638 billion in Remaining Performance Obligations (RPO), driven primarily by a $300 billion, five-year AI infrastructure deal with OpenAI, marking the most significant contract in cloud history and signaling structural, long-term demand for its AI-ready data centers.
• Oracle announced a $40 billion AI infrastructure investment, signaling a transformative pivot toward building the physical backbone of the AI era, with long-term capital spending projected to reach $90–95 billion by fiscal 2027.
• Oracle was formally designated a critical third-party supplier to the UK financial sector by the Bank of England and FCA, triggering heightened regulatory scrutiny and validating its systemic importance in global financial infrastructure.
• Oracle executed a $2.8 gigawatt fuel-cell power partnership with Bloom Energy, marking a strategic commitment to sustainable, high-efficiency data center energy and positioning the company as a leader in green AI infrastructure.
• Oracle announced a $20 billion equity raise and plans for $70 billion in capital expenditures through FY2027, underscoring its aggressive transformation into an AI infrastructure backbone—while free cash flow turned sharply negative at -$23.7 billion in FY2026.