Oracle's AI spending blows past estimates, raising worries over growing debt - Reuters

<a href="https://news.google.com/rss/articles/CBMilwFBVV95cUxNQlVzRm94YkVRaVFDQWVGN2dKZUhOMGIwVUI0dFlBZW5mZm5Ed0xzaWpMdXBKZUdRV0ZTd2tVR09Ddmo1YXl2SWtzazZQRGpnTExHYUZNb0oxX2xzeEloVU1mMVJuS29jTXpwOW9nLURVTFZ6S0d0VEhOZWU2SnpEdjlLcUxWNHJCUVphTUJrZUVmYU9FcWVB?oc=5" target="_blank">Oracle's AI spending blows past estimates, raising worries over growing debt</a>&nbsp;&nbsp;<font color="#6f6f6f">Reuters</font>

Oracle's capital spending for 2026 surpassed projections, leading the company to plan additional debt issuance in 2027 to support its AI infrastructure expansion.

Investors have directed over $255 billion into AI hyperscalers in 2026, with Oracle among the leading beneficiaries, raising concerns about a potential AI bubble and the sustainability of such massive investments.

Oracle's stock declined nearly 3% ahead of earnings, with investors concerned about the company's rising capital expenditures and debt obligations amid the AI cloud boom.

Oracle is preparing to raise up to $50 billion through debt and equity to expand its AI data centers, amid scrutiny over its aggressive AI spending and the impact on its financial health.

Oracle's stock dropped 11% after its Q2 2026 earnings report, as a $12 billion AI spending plan spooked investors, wiping $80–100 billion from Oracle’s market cap and affecting the crypto market.