Oracle Plans to Raise $50 Billion to Expand AI Capacity
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy ORCL?
Source: CNBC
- Oracle Financing Plan: Oracle announced a plan to raise up to $50 billion to enhance AI capabilities for its customers, with shares rising over 3%, reflecting market confidence in its future growth potential.
- Layoff Predictions: A TD Cowen analyst predicted that Oracle might consider layoffs to ease cash flow pressures, which could affect investor perceptions of the company's financial health.
- Rare Earth Stocks Surge: President Trump plans to invest $12 billion in a critical minerals stockpile to counter China, driving shares of rare earth companies higher, with Critical Metals up 8%, and Energy Fuels and Idaho Strategic Resources gaining 5% and 1%, respectively.
- Disney's Strong Performance: Disney exceeded revenue and earnings estimates for the fiscal first quarter, with its experiences division crossing $10 billion in quarterly revenue for the first time, leading to a 2% rise in shares, indicating strong business recovery momentum.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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See More
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See More
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- Delta Air Lines Executive Sale: Delta's EVP of Global Sales & Distribution, Steven Sears, sold 38,600 shares at an average price of $75.05, totaling $2.90 million, reducing his holdings to 104,404 shares, which may impact the company's future sales strategies.
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See More
