🤖 Oracle’s $300 Billion AI Dream Hits a Wall — Here’s Why

Oracle’s stock surged nearly 200% on the back of AI-linked cloud deals, including partnerships with OpenAI. But the rally has slowed sharply. What changed: Profit margins are shrinking Capital expenditure has jumped Free cash flow turned negative Dependence on a few mega clients and rising debt raised investor concerns Oracle is now being viewed less as a pure software play and more as a capital-intensive infrastructure company, altering its valuation narrative. #Oracle #AIStocks #TechStocks #CloudComputing #StockMarketNews #GlobalMarkets #CapitalExpenditure #StockYardResearch