Oracle Debt Concerns

来源: jliu6667 于 2025-11-12 08:51:04 [] [旧帖] [给我悄悄话] 阅读数 : (2277 bytes)
回答: AI companies hit a wall 由 越王剑 于 2025-11-12 08:33:57

Recent analyst reports from Barclays and others have warned that its aggressive capital expenditures for AI data centers are far exceeding its free cash flow, which could lead to a cash depletion by November 2026 if current trends continue without additional financing. 

所有跟帖： 

• On this particular one, it's a known news for weeks -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 11/12/2025 postreply 08:52:59

• At this time, I am definitely a weak hand now. LOL... -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (95 bytes) () 11/12/2025 postreply 08:55:40

• 整体纳指太高，这个是肯定的。 ORCL specifically， not worried -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 11/12/2025 postreply 08:58:34

• ORCL historically has been on high debt for many years -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 11/12/2025 postreply 08:59:11

• Orcl 的基本面还算健康吗？债务问题好像一直没有改善 -小松松- ♀ 给 小松松 发送悄悄话 (0 bytes) () 11/12/2025 postreply 09:15:20

• 这个问题我已经说过无数次了。 -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 11/12/2025 postreply 09:18:56

• 好的。Orcl 我也一直拿着。 -小松松- ♀ 给 小松松 发送悄悄话 (0 bytes) () 11/12/2025 postreply 09:24:56

• It's just wall street using news to shake weak hand -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 11/12/2025 postreply 08:53:37

• I’ll Be More Cautious Following the OpenAI IPO -jliu6667- ♂ 给 jliu6667 发送悄悄话 (44 bytes) () 11/12/2025 postreply 09:03:01

• 我感觉open AI 隐患无穷。 -小松松- ♀ 给 小松松 发送悄悄话 (0 bytes) () 11/12/2025 postreply 09:26:11

• If AI debts blow up -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (241 bytes) () 11/12/2025 postreply 08:54:13

• GLD makes up only 5% of my positions. Should I double LOL -puzzlefan- ♂ 给 puzzlefan 发送悄悄话 (0 bytes) () 11/12/2025 postreply 09:19:19

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