ORCL Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages ORCL Investors with Losses to Contact the Firm
View original at globenewswire.comORCL Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages ORCL Investors with Losses to Contact the Firm RADNOR, Pa., Feb…
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Oracle's promises of massive new revenues from increased AI infrastructure business are unlikely to materialize
80% confidenceOpenAI's ability to meet contractual obligations will be contingent on AI tailwinds continuing and its models being a market leader to continue to raise external financing
80% confidenceOracle really matters because it is the harbinger of the AI capex boom
80% confidenceOracle expected to spend less than $100 billion on AI growth plans ahead
80% confidenceOracle's substantially increased spending on AI infrastructure would rapidly convert into accelerating revenue and profit growth
80% confidenceOpenAI could account for more than a third of total Oracle revenues by fiscal 2028 and even a greater share by fiscal 2030
80% confidenceOracle has very good line-of-sight for capabilities to spend on CapEx right before it starts generating revenue
80% confidenceOracle's $248 billion lease commitment disclosure is a bombshell disclosure
80% confidenceOracle's future lease exposure far exceeds similar commitments by peers with a mismatch between long duration of property leases and much shorter contracts with key customers such as OpenAI
80% confidenceThis repricing in debt markets is very consistent with the view that risks are building
80% confidenceOracle now projected $50 billion of CapEx in fiscal year 2026—$15 billion more than the Company's previous projection in September 2025 and as much as $25 billion more than the Company's projection in June 2025
80% confidence