https://finance.yahoo.com/technology/ai/articles/oracle-orcl-faces-ai-balance-131348705.html
10 replies (most recent on top)
@hd So hope your strategy then?
Burn, baby burn. I called $125 by Nov 1. Might take longer but Oracle will claim bankruptcy protection in 18-24 months, reorg once again and utlimtaly come out of this mess - all at the expense of employees and shareholders.
@a6 Stock is at $128
You're almost there bro!
@hd
But are you working on your exit strategy? If not then you fit the definition of an Oracle doormat.
@ee At least we have a job at O, severance package is for short term. We need to pay monthly non-stop bills
@a6 yep, severance packages will be eliminated in the process, so anybody who is sticking around "waiting for the package" is in for a bad surprise.
No more excuses to stay at this place.
@a6 spot on. I’m not even working and I’m so happy to be away from that place. It was the biggest career mistake of my life.
I really wonder if they have laid off too many sales reps and how they think they can grow revenue fast enough to stay ahead of the snowballing expenses.
Burn, baby burn. I called $125 by Nov 1. Might take longer but Oracle will claim bankruptcy protection in 18-24 months, reorg once again and utlimtaly come out of this mess - all at the expense of employees and shareholders.
...and
If debt issuance and interest expense grow faster than cash generation over the next few reported quarters, it will show how much strain the AI buildout is putting on the balance sheet.
Oracle (NYSE:ORCL) was called out by venture capitalist Paul Kedrosky as financially exposed to an AI downturn in early October 2026.
Kedrosky highlighted Oracle's shrinking legacy database operations alongside heavier borrowing to fund its push into AI-focused cloud infrastructure.
Recent credit market moves, including debt downgrades and higher Oracle bond yields, have reinforced questions about its balance sheet resilience.
Kedrosky's warning about Oracle's AI infrastructure borrowing binge deserves to be weighed against the rest of our Oracle analysis. Check out 4 other big wins that Oracle investors should know about.