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The company told investors that its incremental $30 billion of AI contracts probably won't demand more cash outlays beyond its prior guidance for $40 billion of capital in the current fiscal year, according to the analysts. The company also forecast that around half of its $664 billion in remaining performance obligations will convert to revenue in the next three years, and appears to have made progress on diversifying its data-center buildout, reducing the risk from any single project being delayed, the analysts say. Investors may still question whether Oracle's cash outlay will moderate significantly after FY28, particularly with the robust industry demand backdrop, the analysts add.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TDIV","LU1935042991.SGD","LU0081259029.USD","LU0985489474.SGD","LU1934455194.USD","LU1935042215.USD","LU0314106906.USD","BK4543","LU1201861249.SGD","IE00BMPRXR70.SGD","LU1935043536.SGD","IE0002270589.USD","LU0323591593.USD","LU0738911758.USD","LU1803068979.SGD","BK4581","BK4588","IE00B775SV38.USD","LU2896262040.SGD","LU0109392836.USD","LU1989764748.USD","LU0980610538.SGD","LU0210536198.USD","LU0444971666.USD","SORCLmain","LU2087625088.SGD","LU1989772840.SGD","LU1366333091.USD","LU0661504455.SGD","ORCL","LU1435385759.SGD","IE00BLSP4239.USD","LU2250418816.HKD","LU1935042488.USD","LU0965509283.SGD","LU0234572021.USD","LU0353189680.USD","ORCZ","LU0208291251.USD","IE00BMPRXN33.USD","LU1691799644.USD","LU1035773651.USD","BK4585","LU0320765489.SGD","LU2054465674.USD","LU1046421795.USD","BK4097","IE00BBT3K403.USD","LU0348723411.USD","BK4538","BK4534","LU1823568750.SGD","LU1235294995.USD","LU0719512351.SGD","LU2860962120.EUR","LU1815336760.USD","LU0234570918.USD","BK4528","IE00BLSP4452.SGD","SG9999011175.SGD","LU0444973449.USD","LU1548497426.USD","LU1037948541.HKD","LU2237957811.SGD","LU1642822529.SGD","LU0949170772.SGD","LU2237957902.USD","LU1934455277.USD","IE00BN8TJ469.HKD","LU0965509010.AUD","LU2357305700.SGD","LU0157215616.USD","LU1934455863.HKD","LU0648001328.SGD","IE00B19Z3B42.SGD","LU2326559502.SGD","LU0175139822.USD","LU1366192091.USD","LU2543165471.USD","LU1720051108.HKD","ORCU","LU1003077747.HKD","LU1852331112.SGD","IE00BMPRXQ63.HKD","LU0553294199.USD","IE00B5949003.HKD","LU0068578508.USD","LU1037948897.HKD","ORAC","LU0130102774.USD","LU0417517546.SGD","LU2108987350.USD","LU0056508442.USD","LU1989764664.SGD","IGV","LU0433182093.SGD","BK4516","LU2236285917.USD","LU1069347547.HKD","LU2360106780.USD","LU0082616367.USD","IE0009356076.USD","LU1989772923.USD","LU1489326972.SGD","LU0878866978.SGD","LU0476273544.USD","IE00B7SZLL34.SGD","ORCS","LU0353189763.USD","IE0004445239.USD","LU0256863811.USD","LU0957808578.USD","LU2458330243.SGD","LU2746668461.USD","LU0070302665.USD","LU0965509101.SGD","LU0545039389.USD","ORCX","LU0289960550.SGD","OGIG","LU2746668974.SGD","LU2458330169.SGD","LU0965508806.USD","IE00B3S45H60.SGD","LU0861579265.USD","LU1935043023.USD","LU0889565833.HKD","LU1720051017.SGD","SG9999001424.SGD","LU1506573853.SGD","BK4533","IE00B19Z3581.USD","SG9999003800.SGD","LU0198837287.USD","LU1429558221.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520717","title":"ORCL Stock: Barclays Lifts Price Target after Oracle’s Q1 Beat, Says Growth Has ‘Inflected’","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520717","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520717?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:09","pubTimestamp":1789135742,"startTime":"0","endTime":"0","summary":"Oracle ($ORCL) stock opened 2% higher at Friday’s market open after the company beat Wall Street expectations on both revenue and earnings. 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