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MarketBeat
MarketBeat
Thomas Hughes

Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings

Oracle’s (NASDAQ: ORCL) stock price is on track for a substantial recovery and a sustained, prolonged upswing as the monetization of its AI ambition begins.

Highlights from the Q1 fiscal year 2027 (FY2027) release reveal the impacts of spending, capital raises, and dilution, overshadowed by improved earnings leverage and cash flow. The likely outcome is that monetization of its AI network will accelerate in the coming quarters, while capital expenditure (CapEx) could begin to taper off over time.

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