Oracle Has a Debt Fever & the Only Prescription is More Debt
Key takeaways
- Tell us how you invest and we ll show you why it s our #1 pick.
- Oracle on Thursday told investors it needs another $20 billion for AI infrastructure on top of the $20 billion it said it needed earlier this year.
- Investors are growing weary of the debt and equity dilution companies like Oracle keep taking on to finance AI-infra that, so far, burns money instead of making it.
Oracle Has a Debt Fever & the Only Prescription is More Debt Mitchell Duran Fri, June 12, 2026 at 9:07 PM GMT+7 4 min read NVDA ORCL ORCL-PD Oracle Has a Debt Fever & the Only Prescription is More Debt - Moby THE GIST Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we ll show you why it s our #1 pick. Tap here.
Oracle on Thursday told investors it needs another $20 billion for AI infrastructure on top of the $20 billion it said it needed earlier this year. Oh, and they reported $23.7 billion of negative free cash flow for the year.
Investors are growing weary of the debt and equity dilution companies like Oracle keep taking on to finance AI-infra that, so far, burns money instead of making it. Worse, the builders have lost faith in their own balance sheets, which have always been their true religion, tapping debt and equity markets because they don t have the cash to keep the bubble inflated.