Oracle beats on earnings, but stock drops on plans to raise another $20 billion
Summary
Oracle topped quarterly expectations, but free cash flow is negative, and the company plans to raise more capital for data center projects.
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$ORCL reports earnings today.
— RJC (@RJCcapital) June 10, 2026
> revenue growth re-accelerating hard
> quarterly revenue growth now +21.7%
> gross margins grinding lower from pre-ai capex peak
> fcf has gone deeply negative as capex ramps
> LTM FCF now -$24.7B LTM
stock is still down ~36% from the highs it… https://t.co/tSFxm7nTcn pic.twitter.com/X198DzljDP
Oracle earnings today!$ORCL became one of the market’s biggest AI bets
— Anya (@anyatrades) June 10, 2026
$553B backlog
$50B capex guide
The demand story is obvious
The cash flow question is what matters now
At some point the market stops paying for future AI demand and starts asking what it costs to build… pic.twitter.com/xMZeyDH0Oq