Oracle

Oracle placed 86.2 million new shares at $116 and bonds totaling $10 billion with coupons between 7% and 8.65%, generating a net inflow of about $19.9 billion. The share count rises by roughly 2.85% and the stock fell about 8.8% to $119.22 after the transaction. The proceeds will be used to expand data centers; Oracle reports high debt and lease obligations and is targeting positive free cash flow in the second half of fiscal 2028 and at least $30 billion for 2029. » More on deraktionaer.de

Oracle will raise $10 billion through new shares and another $10 billion through bonds to finance investments in AI infrastructure, ongoing operations, capital expenditures and dividends. The company expects strong growth from AI in the coming years, which it says should be self‑sustaining from fiscal 2028/29 without further capital raises. After the announcement, Oracle shares fell about three to four percent in premarket trading. » More on wiwo.de

Oracle unveiled Fusion Companion and Fusion Agentic Home at Oracle AI World, allowing employees to express business objectives in natural language and coordinate the necessary transactions, workflows and approvals. For complex or long-running tasks it uses the execution environment Fusion Claw, which combines language-model planning with deterministic computation. Oracle integrates models from OpenAI and Google Gemini, maintains existing identity and approval rules, and logs decisions and authorities via Outcome Receipt. Parts of the features are already available, others will follow; billing is by AI Units (list price $0.01 per unit) and SaaS customers receive a monthly quota. » More on heise.de

Oracle is seeing strong growth in its cloud infrastructure business and could directly benefit from the rising demand for AI computing capacity. However, large projects like the Jupiter project highlight the complexity and financing risks involved in expanding modern data centers. Investors are increasingly differentiating between business models in the AI ecosystem, which is why, alongside growth, returns and financing stability are becoming more important. » More on finanzen.net

Oracle forecasts that thanks to the AI boom it will achieve average annual growth of more than 35% through fiscal 2029/30 and revenue of over $225 billion. The company targets adjusted earnings per share of more than $21 and a positive cash inflow. Oracle says growth should be self-sustaining from 2028/29 and plans to raise only about $20 billion from the capital markets by mid-2030. The stock rose Wednesday evening by up to 14% to just over $148, but remains well below its 2025 record high. » More on finanzen.net