24/7 Wall Street
12 Jun 2026, 01:23 UTC · 3h ago
‘I Feel Like It's 1999 Again.' CNBC Analyst Issues Dire Warning on Oracle Stock
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Jun 2026, 01:23 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Oracle's free cash flow turned negative $23.69 billion in FY2026 due to CapEx surging to $55.66 billion. — A massive swing to negative free cash flow combined with aggressive spending indicates high financial risk and capital intensity.
-0.80Oracle plans to raise approximately $40 billion in FY2027 through debt and a $20 billion at-the-market equity program. — Heavy reliance on new debt and equity issuance suggests liquidity pressure and potential shareholder dilution.
-0.60Oracle's Remaining Performance Obligations (RPOs) swelled to $638 billion, creating a heavy dependency on OpenAI's commercial trajectory. — Concentration risk in a single high-profile partner means any OpenAI weakness directly threatens Oracle's projected revenue.
-0.50Continue reading
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Legacy software sales declined by 2% and overall software revenues grew by only about 2%, signaling weakness in the core SaaS segment. — Stagnant growth in the legacy business suggests that AI infrastructure gains are masking a decline in the traditional software engine.
-0.40Which stocks this story touches
The article highlights negative cash flow, high CapEx, declining legacy software sales, and compares its AI hype to the dot-com bubble.
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